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

Francis Financial’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 Q1	$2.2M	Sell	40,622 -7,442	-15%	-$417K	0.41%	37
2025 Q4	$2.58M	Buy	48,064 +2,406	+5%	+$131K	0.5%	32
2025 Q3	$2.47M	Buy	45,658 +309	+0.7%	+$15.9K	0.44%	33
2025 Q2	$2.24M	Buy	45,349 +814	+2%	+$37.8K	0.52%	33
2025 Q1	$2.02M	Buy	44,535 +458	+1%	+$20.6K	0.49%	28
2024 Q4	$1.94M	Sell	44,077 -9,635	-18%	-$448K	0.49%	30
2024 Q3	$2.57M	Buy	53,712 +6,470	+14%	+$288K	0.68%	21
2024 Q2	$2.07M	Sell	47,242 -6,810	-13%	-$293K	0.63%	25
2024 Q1	$2.26M	Sell	54,052 -6,210	-10%	-$253K	0.73%	20
2023 Q4	$2.48M	Sell	60,262 -1,166	-2%	-$46.3K	1.06%	15
2023 Q3	$2.41M	Buy	61,428 +2,259	+4%	+$92.2K	1.26%	13
2023 Q2	$2.41M	Buy	59,169 +3,767	+7%	+$152K	1.3%	14
2023 Q1	$2.24M	Sell	55,402 -8,967	-14%	-$365K	1.52%	13
2022 Q4	$2.51M	Sell	64,369 -9,758	-13%	-$372K	2.33%	6
2022 Q3	$2.71M	Sell	74,127 -208,189	-74%	-$8.45M	2.76%	7
2022 Q2	$11.6M	Buy	+282,316	New	+$12.2M	10.24%	3
2018 Q1	$8.07M	Sell	171,889 -3,864	-2%	-$185K	18.55%	2
2017 Q4	$8.07M	Buy	+175,753	New	+$7.86M	17.41%	2

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Francis Financial's VWO Position: Q1 2026 in Review

Francis Financial reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 15% in Q1 2026, selling an estimated $417K and leaving 40,622 shares worth $2.2M. The position accounts for 0.41% of the portfolio, ranked #37.

Francis Financial first reported a position in VWO in Q4 2017 and has held it in 18 quarters since. The position peaked at $11.6M in Q2 2022. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Francis Financial held 40,622 shares of Vanguard FTSE Emerging Markets ETF worth $2.2M as of Q1 2026.
Francis Financial sold 7,442 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $417K.
Vanguard FTSE Emerging Markets ETF made up 0.41% of Francis Financial's portfolio in Q1 2026, its #37 holding.
Francis Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 18 quarters since.
Francis Financial's Vanguard FTSE Emerging Markets ETF position peaked at $11.6M in Q2 2022.
2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.