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

Financial Strategies 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 		$2.04M Sell
34,688
-38,120
-52% -$2.24M 0.33% 40
2026
Q1 		$4.28M Sell
72,808
-2,366
-3% -$133K 0.72% 31
2025
Q4 		$4.18M Sell
75,174
-1,645
-2% -$89.4K 0.76% 31
2025
Q3 		$4.23M Sell
76,819
-2,290
-3% -$118K 0.81% 30
2025
Q2 		$3.92M Sell
79,109
-370
-0.5% -$17.2K 0.82% 28
2025
Q1 		$3.46M Buy
79,479
+1,102
+1% +$49.6K 0.82% 28
2024
Q4 		$3.36M Buy
78,377
+1,715
+2% +$79.7K 0.8% 29
2024
Q3 		$3.67M Sell
76,662
-4,626
-6% -$206K 0.86% 28
2024
Q2 		$3.65M Sell
81,288
-750
-0.9% -$32.3K 0.92% 29
2024
Q1 		$3.51M Sell
82,038
-3,863
-4% -$158K 0.94% 29
2023
Q4 		$3.44M Buy
85,901
+743
+0.9% +$29.5K 0.98% 26
2023
Q3 		$3.33M Sell
85,158
-44
-0.1% -$1.8K 1.05% 21
2023
Q2 		$3.47M Sell
85,202
-9,698
-10% -$391K 1.11% 19
2023
Q1 		$3.83M Buy
94,900
+2,626
+3% +$107K 1.48% 15
2022
Q4 		$3.6M Buy
92,274
+31,001
+51% +$1.18M 1.49% 16
2022
Q3 		$2.24M Buy
61,273
+26,646
+77% +$1.08M 1.01% 18
2022
Q2 		$1.44M Sell
34,627
-11,670
-25% -$504K 0.6% 24
2022
Q1 		$2.14M Buy
46,297
+29,246
+172% +$1.41M 0.85% 18
2021
Q4 		$843K Buy
17,051
+7,344
+76% +$370K 0.34% 34
2021
Q3 		$485K Buy
9,707
+676
+7% +$34.9K 0.22% 47
2021
Q2 		$490K Buy
9,031
+88
+1% +$4.69K 0.23% 41
2021
Q1 		$465K Sell
8,943
-598
-6% -$31.8K 0.24% 38
2020
Q4 		$478K Buy
9,541
+441
+5% +$20.7K 0.27% 33
2020
Q3 		$393K Buy
+9,100
New +$396K 0.26% 33

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

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

Financial Strategies Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 52% in Q2 2026, selling an estimated $2.24M and leaving 34,688 shares worth $2.04M. The position accounts for 0.33% of the portfolio, ranked #40.

Financial Strategies Group first reported a position in VWO in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.28M in Q1 2026. 2,602 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Financial Strategies Group held 34,688 shares of Vanguard FTSE Emerging Markets ETF worth $2.04M as of Q2 2026.
  • Financial Strategies Group sold 38,120 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.24M.
  • Vanguard FTSE Emerging Markets ETF made up 0.33% of Financial Strategies Group's portfolio in Q2 2026, its #40 holding.
  • Financial Strategies Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
  • Financial Strategies Group's Vanguard FTSE Emerging Markets ETF position peaked at $4.28M in Q1 2026.
  • 2,602 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.