GWM
VWO icon

GoalFusion Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

GoalFusion Wealth 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 		$6.57M Buy
110,044
+2,476
+2% +$146K 2.65% 8
2026
Q1 		$5.81M Buy
107,568
+2,683
+3% +$150K 2.64% 9
2025
Q4 		$5.64M Buy
104,885
+1,802
+2% +$97.9K 2.61% 9
2025
Q3 		$5.59M Sell
103,083
-1,039
-1% -$53.5K 2.67% 10
2025
Q2 		$5.15M Sell
104,122
-1,462
-1% -$67.8K 2.65% 8
2025
Q1 		$4.78M Buy
105,584
+2,059
+2% +$92.7K 2.62% 9
2024
Q4 		$4.56M Buy
103,525
+4,696
+5% +$218K 2.49% 10
2024
Q3 		$4.73M Buy
98,829
+6,147
+7% +$274K 2.62% 10
2024
Q2 		$4.06M Sell
92,682
-1,526
-2% -$65.7K 2.52% 9
2024
Q1 		$3.94M Buy
94,208
+2,628
+3% +$107K 2.51% 10
2023
Q4 		$3.76M Buy
91,580
+3,565
+4% +$141K 2.57% 9
2023
Q3 		$3.45M Buy
88,015
+3,133
+4% +$128K 2.57% 8
2023
Q2 		$3.45M Buy
84,882
+986
+1% +$39.8K 2.54% 8
2023
Q1 		$3.39M Sell
83,896
-17,184
-17% -$700K 2.66% 9
2022
Q4 		$4.27M Buy
101,080
+7,048
+7% +$269K 3.44% 7
2022
Q3 		$3.43M Buy
94,032
+7,088
+8% +$288K 3.25% 7
2022
Q2 		$3.62M Buy
86,944
+3,844
+5% +$166K 3.39% 7
2022
Q1 		$3.82M Buy
83,100
+15,414
+23% +$742K 3.29% 7
2021
Q4 		$3.53M Buy
+67,686
New +$3.41M 3.47% 6

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GoalFusion Wealth Management's VWO Position: Q2 2026 in Review

GoalFusion Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.3% in Q2 2026, buying an estimated $146K and bringing the position to 110,044 shares worth $6.57M. The position accounts for 2.65% of the portfolio, ranked #8.

GoalFusion Wealth Management first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. 603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • GoalFusion Wealth Management held 110,044 shares of Vanguard FTSE Emerging Markets ETF worth $6.57M as of Q2 2026.
  • GoalFusion Wealth Management bought 2,476 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $146K.
  • Vanguard FTSE Emerging Markets ETF made up 2.65% of GoalFusion Wealth Management's portfolio in Q2 2026, its #8 holding.
  • GoalFusion Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.