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Essential Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Essential Planning’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$514K Sell
9,515
-260
-3% -$14.6K 0.16% 50
2025
Q4 		$526K Buy
9,775
+4,276
+78% +$232K 0.17% 47
2025
Q3 		$298K Sell
5,499
-205
-4% -$10.6K 0.1% 69
2025
Q2 		$282K Sell
5,704
-800
-12% -$37.1K 0.11% 69
2025
Q1 		$294K Sell
6,504
-384,860
-98% -$17.3M 0.12% 66
2024
Q4 		$18.2M Buy
391,364
+384,136
+5,315% +$17.9M 0.12% 60
2024
Q3 		$346K Buy
7,228
+432
+6% +$19.2K 0.14% 59
2024
Q2 		$297K Sell
6,796
-143
-2% -$6.16K 0.13% 55
2024
Q1 		$285K Buy
6,939
+25
+0.4% +$1.02K 0.14% 52
2023
Q4 		$284K Buy
6,914
+321
+5% +$12.7K 0.14% 52
2023
Q3 		$259K Sell
6,593
-774
-11% -$31.6K 0.14% 48
2023
Q2 		$300K Sell
7,367
-1,228
-14% -$49.5K 0.17% 43
2023
Q1 		$347K Buy
+8,595
New +$350K 0.21% 39

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Essential Planning's VWO Position: Q1 2026 in Review

Essential Planning reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.7% in Q1 2026, selling an estimated $14.6K and leaving 9,515 shares worth $514K. The position accounts for 0.16% of the portfolio, ranked #50.

Essential Planning first reported a position in VWO in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.2M in Q4 2024. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Essential Planning held 9,515 shares of Vanguard FTSE Emerging Markets ETF worth $514K as of Q1 2026.
  • Essential Planning sold 260 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $14.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.16% of Essential Planning's portfolio in Q1 2026, its #50 holding.
  • Essential Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
  • Essential Planning's Vanguard FTSE Emerging Markets ETF position peaked at $18.2M in Q4 2024.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.