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Holistic Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Holistic Financial Partners’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 		$1.68M Sell
28,185
-3,722
-12% -$219K 1.03% 27
2026
Q1 		$1.72M Sell
31,907
-1,100
-3% -$61.6K 0.64% 29
2025
Q4 		$1.77M Sell
33,007
-1,394
-4% -$75.7K 0.64% 28
2025
Q3 		$1.86M Sell
34,401
-912
-3% -$47K 0.76% 27
2025
Q2 		$1.75M Buy
35,313
+162
+0.5% +$7.51K 0.76% 26
2025
Q1 		$1.59M Sell
35,151
-1,267
-3% -$57K 0.77% 25
2024
Q4 		$1.6M Sell
36,418
-1,007
-3% -$46.8K 0.8% 24
2024
Q3 		$1.79M Sell
37,425
-234
-0.6% -$10.4K 0.86% 21
2024
Q2 		$1.65M Sell
37,659
-2,374
-6% -$102K 0.83% 21
2024
Q1 		$1.67M Sell
40,033
-1,095
-3% -$44.7K 0.85% 21
2023
Q4 		$1.69M Sell
41,128
-773
-2% -$30.7K 1.02% 19
2023
Q3 		$1.64M Sell
41,901
-13,343
-24% -$545K 1.09% 17
2023
Q2 		$2.25M Sell
55,244
-1,050
-2% -$42.3K 1.56% 12
2023
Q1 		$2.27M Sell
56,294
-7,520
-12% -$306K 1.78% 12
2022
Q4 		$2.49M Sell
63,814
-1,769
-3% -$67.4K 2.23% 9
2022
Q3 		$2.39M Sell
65,583
-520
-0.8% -$21.1K 2.37% 9
2022
Q2 		$2.75M Sell
66,103
-9,666
-13% -$417K 2.6% 9
2022
Q1 		$3.5M Sell
75,769
-6,854
-8% -$330K 2.22% 13
2021
Q4 		$4.09M Sell
82,623
-2,726
-3% -$137K 2.37% 11
2021
Q3 		$4.27M Sell
85,349
-286
-0.3% -$14.8K 2.63% 11
2021
Q2 		$4.65M Sell
85,635
-1,892
-2% -$101K 2.78% 11
2021
Q1 		$4.56M Sell
87,527
-9,252
-10% -$493K 3.01% 11
2020
Q4 		$4.85M Sell
96,779
-492
-0.5% -$23.1K 3.35% 9
2020
Q3 		$4.2M Sell
97,271
-11,438
-11% -$497K 3.37% 9
2020
Q2 		$4.31M Sell
108,709
-30,912
-22% -$1.14M 3.72% 9
2020
Q1 		$4.68M Sell
139,621
-9,411
-6% -$384K 4.86% 6
2019
Q4 		$6.63M Sell
149,032
-10,555
-7% -$447K 3.96% 5
2019
Q3 		$6.42M Sell
159,587
-78,977
-33% -$3.26M 5.7% 5
2019
Q2 		$10.1M Sell
238,564
-7,187
-3% -$302K 10.11% 2
2019
Q1 		$10.4M Sell
245,751
-21,494
-8% -$885K 4.4% 5
2018
Q4 		$10.2M Sell
267,245
-19,715
-7% -$764K 10.61% 1
2018
Q3 		$11.8M Sell
286,960
-39,495
-12% -$1.66M 10.98% 1
2018
Q2 		$13.8M Sell
326,455
-17,575
-5% -$794K 15.77% 1
2018
Q1 		$16.2M Buy
344,030
+661
+0.2% +$31.7K 13.48% 1
2017
Q4 		$15.8M Buy
+343,369
New +$15.3M 12.96% 1

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Holistic Financial Partners's VWO Position: Q2 2026 in Review

Holistic Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q2 2026, selling an estimated $219K and leaving 28,185 shares worth $1.68M. The position accounts for 1.03% of the portfolio, ranked #27.

Holistic Financial Partners first reported a position in VWO in Q4 2017 and has held it in 35 quarters since. The position peaked at $16.2M in Q1 2018. 965 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Holistic Financial Partners held 28,185 shares of Vanguard FTSE Emerging Markets ETF worth $1.68M as of Q2 2026.
  • Holistic Financial Partners sold 3,722 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $219K.
  • Vanguard FTSE Emerging Markets ETF made up 1.03% of Holistic Financial Partners's portfolio in Q2 2026, its #27 holding.
  • Holistic Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 35 quarters since.
  • Holistic Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $16.2M in Q1 2018.
  • 965 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.