FSWA
VWO icon

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

Financial Synergies Wealth 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 		$5.91M Sell
99,074
-3,178
-3% -$187K 0.5% 32
2026
Q1 		$5.53M Sell
102,252
-2,191
-2% -$123K 0.53% 28
2025
Q4 		$5.61M Sell
104,443
-295
-0.3% -$16K 0.54% 25
2025
Q3 		$5.67M Sell
104,738
-2,227
-2% -$115K 0.57% 24
2025
Q2 		$5.29M Sell
106,965
-2,125
-2% -$98.6K 0.58% 24
2025
Q1 		$4.94M Buy
109,090
+31
+0% +$1.4K 0.6% 24
2024
Q4 		$4.8M Buy
109,059
+4,137
+4% +$192K 0.6% 24
2024
Q3 		$5.02M Buy
104,922
+1,154
+1% +$51.4K 0.62% 23
2024
Q2 		$4.54M Sell
103,768
-912
-0.9% -$39.3K 0.61% 23
2024
Q1 		$4.37M Buy
104,680
+15,234
+17% +$622K 0.57% 24
2023
Q4 		$3.49M Sell
89,446
-8,074
-8% -$320K 0.54% 27
2023
Q3 		$3.82M Buy
97,520
+6,174
+7% +$252K 0.55% 25
2023
Q2 		$3.72M Buy
91,346
+560
+0.6% +$22.6K 0.52% 25
2023
Q1 		$3.67M Buy
90,786
+1,340
+1% +$54.6K 0.54% 25
2022
Q4 		$3.49M Buy
89,446
+54,602
+157% +$2.08M 0.54% 27
2022
Q3 		$1.27M Sell
34,844
-19,343
-36% -$785K 0.22% 34
2022
Q2 		$2.26M Buy
54,187
+42,775
+375% +$1.85M 0.37% 25
2022
Q1 		$526K Sell
11,412
-373
-3% -$17.9K 0.08% 46
2021
Q4 		$583K Buy
11,785
+1,389
+13% +$70K 0.08% 47
2021
Q3 		$520K Buy
10,396
+686
+7% +$35.4K 0.07% 44
2021
Q2 		$527K Sell
9,710
-368
-4% -$19.6K 0.07% 43
2021
Q1 		$525K Buy
10,078
+1,886
+23% +$100K 0.08% 41
2020
Q4 		$411K Sell
8,192
-1,832
-18% -$86.1K 0.06% 43
2020
Q3 		$433K Buy
10,024
+2,052
+26% +$89.2K 0.11% 45
2020
Q2 		$316K Buy
+7,972
New +$295K 0.11% 45

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Financial Synergies Wealth Advisors's VWO Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.1% in Q2 2026, selling an estimated $187K and leaving 99,074 shares worth $5.91M. The position accounts for 0.5% of the portfolio, ranked #32.

Financial Synergies Wealth Advisors first reported a position in VWO in Q2 2020 and has held it in 25 quarters since. 1,211 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Financial Synergies Wealth Advisors held 99,074 shares of Vanguard FTSE Emerging Markets ETF worth $5.91M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 3,178 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $187K.
  • Vanguard FTSE Emerging Markets ETF made up 0.5% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.