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

GEN Financial Management’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	–	Sell	-12,527	Closed	-$677K	–	57
2026 Q1	$677K	Buy	12,527 +55	+0.4%	+$3.08K	0.42%	30
2025 Q4	$670K	Sell	12,472 -54	-0.4%	-$2.93K	0.42%	29
2025 Q3	$679K	Sell	12,526 -1,214	-9%	-$62.5K	0.59%	27
2025 Q2	$680K	Sell	13,740 -33	-0.2%	-$1.53K	0.56%	26
2025 Q1	$623K	Buy	+13,773	New	+$620K	0.42%	25

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

GEN Financial Management's VWO Position: Q2 2026 in Review

GEN Financial Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026, closing a stake of 12,527 shares — an estimated $677K sold.

GEN Financial Management first reported a position in VWO in Q1 2025 and held it in 5 quarters. The position peaked at $680K in Q2 2025. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

GEN Financial Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
GEN Financial Management sold 12,527 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $677K.
GEN Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2025 and held it in 5 quarters.
GEN Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $680K in Q2 2025.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.