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

Goldstone Financial Group’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	$2.77M	Buy	46,393 +24,951	+116%	+$1.47M	0.25%	72
2026 Q1	$1.16M	Buy	+21,442	New	+$1.2M	0.13%	110
2023 Q2	–	Sell	-5,319	Closed	-$215K	–	177
2023 Q1	$215K	Buy	+5,319	New	+$217K	0.07%	141

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

Goldstone Financial Group's VWO Position: Q2 2026 in Review

Goldstone Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 116% in Q2 2026, buying an estimated $1.47M and bringing the position to 46,393 shares worth $2.77M. The position accounts for 0.25% of the portfolio, ranked #72.

Goldstone Financial Group first reported a position in VWO in Q1 2023 and has held it in 3 quarters since. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Goldstone Financial Group held 46,393 shares of Vanguard FTSE Emerging Markets ETF worth $2.77M as of Q2 2026.
Goldstone Financial Group bought 24,951 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.47M.
Vanguard FTSE Emerging Markets ETF made up 0.25% of Goldstone Financial Group's portfolio in Q2 2026, its #72 holding.
Goldstone Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 3 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.