EFG
VWO icon

Ethos Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Ethos Financial Group’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
Q2 		$7.64M Buy
134,176
+635
+0.5% +$37.3K 0.51% 53
2026
Q1 		$7.22M Buy
133,541
+12,938
+11% +$725K 0.53% 52
2025
Q4 		$6.48M Buy
120,603
+7,163
+6% +$389K 0.48% 53
2025
Q3 		$6.15M Sell
113,440
-662
-0.6% -$34.1K 0.48% 55
2025
Q2 		$5.64M Buy
114,102
+9,204
+9% +$427K 0.49% 55
2025
Q1 		$4.62M Buy
104,898
+573
+0.5% +$25.8K 0.44% 57
2024
Q4 		$4.59M Buy
104,325
+14,114
+16% +$656K 0.6% 49
2024
Q3 		$4.32M Buy
90,211
+4,301
+5% +$191K 0.71% 37
2024
Q2 		$3.76M Buy
85,910
+1,128
+1% +$48.6K 0.66% 39
2024
Q1 		$3.54M Buy
84,782
+215
+0.3% +$8.77K 0.67% 40
2023
Q4 		$3.48M Sell
84,567
-30,466
-26% -$1.21M 0.74% 37
2023
Q3 		$4.51M Buy
115,033
+9,001
+8% +$367K 1.17% 31
2023
Q2 		$4.28M Hold
106,032
– – 1.45% 25
2023
Q1 		$4.28M Buy
106,032
+18,772
+22% +$765K 1.33% 26
2022
Q4 		$3.4M Buy
+87,260
New +$3.33M 1.15% 28

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Ethos Financial Group's VWO Position: Q2 2026 in Review

Ethos Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.48% in Q2 2026, buying an estimated $37.3K and bringing the position to 134,176 shares worth $7.64M. The position accounts for 0.51% of the portfolio, ranked #53.

Ethos Financial Group first reported a position in VWO in Q4 2022 and has held it in 15 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Ethos Financial Group held 134,176 shares of Vanguard FTSE Emerging Markets ETF worth $7.64M as of Q2 2026.
  • Ethos Financial Group bought 635 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $37.3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.51% of Ethos Financial Group's portfolio in Q2 2026, its #53 holding.
  • Ethos Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.