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Green Ridge Wealth Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Green Ridge Wealth 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
Q3 		– Sell
-67,463
Closed -$4.03M – 98
2026
Q2 		$4.03M Buy
67,463
+21,306
+46% +$1.25M 1.69% 18
2026
Q1 		$2.49M Buy
46,157
+2,255
+5% +$126K 1.31% 20
2025
Q4 		$2.36M Buy
+43,902
New +$2.38M 1.21% 20

Other funds holding VWO

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Green Ridge Wealth Planning's VWO Position: Q3 2026 in Review

Green Ridge Wealth Planning sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2026, closing a stake of 67,463 shares — an estimated $4.03M sold.

Green Ridge Wealth Planning first reported a position in VWO in Q4 2025 and held it in 3 quarters. The position peaked at $4.03M in Q2 2026. 113 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Green Ridge Wealth Planning reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2026 after selling out during the quarter.
  • Green Ridge Wealth Planning sold 67,463 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $4.03M.
  • Green Ridge Wealth Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and held it in 3 quarters.
  • Green Ridge Wealth Planning's Vanguard FTSE Emerging Markets ETF position peaked at $4.03M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.