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 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%	-$6.59K	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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Falcon Wealth Planning's VWO Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q2 2026, selling an estimated $36.3K and leaving 54,943 shares worth $3.28M. The position accounts for 0.21% of the portfolio, ranked #45.

Falcon Wealth Planning first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $20M in Q3 2022. 954 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Falcon Wealth Planning held 54,943 shares of Vanguard FTSE Emerging Markets ETF worth $3.28M as of Q2 2026.
Falcon Wealth Planning sold 618 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $36.3K.
Vanguard FTSE Emerging Markets ETF made up 0.21% of Falcon Wealth Planning's portfolio in Q2 2026, its #45 holding.
Falcon Wealth Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Falcon Wealth Planning's Vanguard FTSE Emerging Markets ETF position peaked at $20M in Q3 2022.
954 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.