Falcon Wealth Planning
VWO icon

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

Falcon Wealth 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
Q3 		$3.44M Buy
57,960
+3,017
+5% +$180K 0.21% 49
2026
Q2 		$3.28M Sell
54,943
-618
-1% -$36.3K 0.21% 45
2026
Q1 		$3M Buy
55,561
+4,125
+8% +$231K 0.2% 42
2025
Q4 		$2.77M Buy
51,436
+327
+0.6% +$17.8K 0.23% 43
2025
Q3 		$2.77M Sell
51,109
-128
-0.2% -$6.6K 0.25% 40
2025
Q2 		$2.53M Buy
51,237
+5,424
+12% +$252K 0.26% 42
2025
Q1 		$2.07M Sell
45,813
-3,121
-6% -$140K 0.23% 46
2024
Q4 		$2.16M Buy
48,934
+3,869
+9% +$180K 0.24% 48
2024
Q3 		$2.16M Sell
45,065
-2,863
-6% -$127K 0.25% 44
2024
Q2 		$2.1M Sell
47,928
-4,990
-9% -$215K 0.27% 40
2024
Q1 		$2.21M Sell
52,918
-9,216
-15% -$376K 0.35% 37
2023
Q4 		$2.55M Sell
62,134
-6,953
-10% -$276K 0.45% 30
2023
Q3 		$2.71M Sell
69,087
-7,403
-10% -$302K 0.59% 22
2023
Q2 		$3.11M Sell
76,490
-3,945
-5% -$159K 0.69% 21
2023
Q1 		$3.25M Sell
80,435
-16,694
-17% -$680K 0.81% 21
2022
Q4 		$3.79M Sell
97,129
-450,846
-82% -$17.2M 1.09% 20
2022
Q3 		$20M Buy
547,975
+86,357
+19% +$3.51M 6.62% 4
2022
Q2 		$19.2M Buy
461,618
+44,729
+11% +$1.93M 6.53% 4
2022
Q1 		$19.2M Buy
416,889
+43,766
+12% +$2.11M 6.02% 4
2021
Q4 		$18.5M Buy
373,123
+29,965
+9% +$1.51M 6.04% 4
2021
Q3 		$17.2M Buy
343,158
+59,736
+21% +$3.09M 6.52% 4
2021
Q2 		$15.4M Buy
283,422
+32,193
+13% +$1.71M 6.58% 4
2021
Q1 		$13.1M Buy
251,229
+16,050
+7% +$854K 6.39% 4
2020
Q4 		$11.8M Buy
+235,179
New +$11M 6.61% 4

Other funds holding VWO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Falcon Wealth Planning's VWO Position: Q3 2026 in Review

Falcon Wealth Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.5% in Q3 2026, buying an estimated $180K and bringing the position to 57,960 shares worth $3.44M. The position accounts for 0.21% of the portfolio, ranked #49.

Falcon Wealth Planning first reported a position in VWO in Q4 2020 and has held it in 24 quarters since. The position peaked at $20M in Q3 2022. 1,694 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Falcon Wealth Planning held 57,960 shares of Vanguard FTSE Emerging Markets ETF worth $3.44M as of Q3 2026.
  • Falcon Wealth Planning bought 3,017 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $180K.
  • Vanguard FTSE Emerging Markets ETF made up 0.21% of Falcon Wealth Planning's portfolio in Q3 2026, its #49 holding.
  • Falcon Wealth Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • Falcon Wealth Planning's Vanguard FTSE Emerging Markets ETF position peaked at $20M in Q3 2022.
  • 1,694 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.