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 Q2	$2.5M	Buy	41,917 +1,295	+3%	+$76.1K	0.41%	37
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 $1.55T 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

Francis Financial's VWO Position: Q2 2026 in Review

Francis Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.2% in Q2 2026, buying an estimated $76.1K and bringing the position to 41,917 shares worth $2.5M. 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 19 quarters since. The position peaked at $11.6M in Q2 2022. 2,611 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Francis Financial held 41,917 shares of Vanguard FTSE Emerging Markets ETF worth $2.5M as of Q2 2026.
Francis Financial bought 1,295 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $76.1K.
Vanguard FTSE Emerging Markets ETF made up 0.41% of Francis Financial's portfolio in Q2 2026, its #37 holding.
Francis Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 19 quarters since.
Francis Financial's Vanguard FTSE Emerging Markets ETF position peaked at $11.6M in Q2 2022.
2,611 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.