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

Financial Alternatives’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	$447K	Buy	7,492 +253	+3%	+$14.9K	0.22%	53
2026 Q1	$391K	Hold	7,239	–	–	0.21%	55
2025 Q4	$389K	Buy	7,239 +76	+1%	+$4.13K	0.23%	57
2025 Q3	$388K	Buy	7,163 +665	+10%	+$34.3K	0.24%	58
2025 Q2	$321K	Sell	6,498 -406	-6%	-$18.8K	0.21%	61
2025 Q1	$312K	Sell	6,904 -1,053	-13%	-$47.4K	0.22%	59
2024 Q4	$350K	Buy	7,957 +109	+1%	+$5.07K	0.25%	56
2024 Q3	$376K	Buy	7,848 +14	+0.2%	+$623	0.26%	53
2024 Q2	$343K	Buy	7,834 +17	+0.2%	+$732	0.26%	56
2024 Q1	$326K	Buy	7,817 +433	+6%	+$17.7K	0.25%	60
2023 Q4	$303K	Sell	7,384 -273	-4%	-$10.8K	0.26%	58
2023 Q3	$300K	Buy	7,657 +407	+6%	+$16.6K	0.28%	56
2023 Q2	$295K	Sell	7,250 -3	-0%	-$121	0.27%	56
2023 Q1	$293K	Sell	7,253 -439	-6%	-$17.9K	0.28%	60
2022 Q4	$300K	Buy	+7,692	New	+$293K	0.3%	58

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

Financial Alternatives's VWO Position: Q2 2026 in Review

Financial Alternatives increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.5% in Q2 2026, buying an estimated $14.9K and bringing the position to 7,492 shares worth $447K. The position accounts for 0.22% of the portfolio, ranked #53.

Financial Alternatives 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.

Financial Alternatives held 7,492 shares of Vanguard FTSE Emerging Markets ETF worth $447K as of Q2 2026.
Financial Alternatives bought 253 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $14.9K.
Vanguard FTSE Emerging Markets ETF made up 0.22% of Financial Alternatives's portfolio in Q2 2026, its #53 holding.
Financial Alternatives 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 Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.