Fi3 Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Fi3 Financial Advisors’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	$589K	Buy	+8,017	New	+$471K	0.14%	87
2026 Q1	–	Sell	-4,436	Closed	-$238K	–	241
2025 Q4	$238K	Buy	4,436 +44	+1%	+$2.39K	0.07%	159
2025 Q3	$238K	Sell	4,392 -3,515	-44%	-$181K	0.08%	129
2025 Q2	$391K	Sell	7,907 -215	-3%	-$9.97K	0.14%	71
2025 Q1	$368K	Buy	8,122 +30	+0.4%	+$1.35K	0.15%	65
2024 Q4	$356K	Buy	8,092 +392	+5%	+$18.2K	0.13%	60
2024 Q3	$368K	Sell	7,700 -17	-0.2%	-$757	0.15%	53
2024 Q2	$338K	Buy	7,717 +56	+0.7%	+$2.41K	0.15%	49
2024 Q1	$334K	Sell	7,661 -470	-6%	-$19.2K	0.15%	49
2023 Q4	$334K	Sell	8,131 -1,465	-15%	-$58.1K	0.16%	51
2023 Q3	$376K	Sell	9,596 -7,013	-42%	-$286K	0.2%	45
2023 Q2	$676K	Sell	16,609 -4,653	-22%	-$188K	0.35%	31
2023 Q1	$859K	Buy	21,262 +1,320	+7%	+$53.8K	0.46%	25
2022 Q4	$777K	Sell	19,942 -14,074	-41%	-$537K	0.44%	28
2022 Q3	$1.24M	Sell	34,016 -27,675	-45%	-$1.12M	1.13%	14
2022 Q2	$2.48M	Buy	61,691 +53,987	+701%	+$2.33M	2.05%	10
2022 Q1	$355K	Buy	7,704 +187	+2%	+$9K	0.28%	32
2021 Q4	$372K	Buy	7,517 +842	+13%	+$42.5K	0.24%	30
2021 Q3	$334K	Buy	6,675 +54	+0.8%	+$2.79K	0.22%	30
2021 Q2	$342K	Buy	6,621 +288	+5%	+$15.3K	0.23%	33
2021 Q1	$330K	Buy	+6,333	New	+$337K	0.28%	32

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fi3 Financial Advisors's VWO Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 8,017 shares worth $589K. The stake represents 0.14% of the portfolio and ranks #87 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in VWO as recently as Q4 2025.

Fi3 Financial Advisors first reported a position in VWO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.48M in Q2 2022. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Fi3 Financial Advisors held 8,017 shares of Vanguard FTSE Emerging Markets ETF worth $589K as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new Fi3 Financial Advisors position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.14% of Fi3 Financial Advisors's portfolio in Q2 2026, its #87 holding.
Fi3 Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
Fi3 Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.48M in Q2 2022.
2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.