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Golden Bell Financial Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Golden Bell Financial Planning’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 		$989K Sell
18,303
-95
-0.5% -$5.32K 0.79% 20
2025
Q4 		$989K Buy
18,398
+89
+0.5% +$4.83K 0.82% 20
2025
Q3 		$992K Sell
18,309
-2,370
-11% -$122K 0.86% 20
2025
Q2 		$1.02M Buy
20,679
+28
+0.1% +$1.3K 0.96% 20
2025
Q1 		$935K Sell
20,651
-1,096
-5% -$49.3K 0.91% 20
2024
Q4 		$958K Buy
+21,747
New +$1.01M 0.96% 20

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden Bell Financial Planning's VWO Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.52% in Q1 2026, selling an estimated $5.32K and leaving 18,303 shares worth $989K. The position accounts for 0.79% of the portfolio, ranked #20.

Golden Bell Financial Planning first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2025. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Golden Bell Financial Planning held 18,303 shares of Vanguard FTSE Emerging Markets ETF worth $989K as of Q1 2026.
  • Golden Bell Financial Planning sold 95 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $5.32K.
  • Vanguard FTSE Emerging Markets ETF made up 0.79% of Golden Bell Financial Planning's portfolio in Q1 2026, its #20 holding.
  • Golden Bell Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden Bell Financial Planning's Vanguard FTSE Emerging Markets ETF position peaked at $1.02M in Q2 2025.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.