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

Holistic 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	$207K	Buy	+3,492	New	+$209K	0.03%	339

Other funds holding VWO

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Holistic Planning's VWO Position: Q3 2026 in Review

Holistic Planning opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2026: 3,492 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #339 among its holdings.

1,798 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Holistic Planning held 3,492 shares of Vanguard FTSE Emerging Markets ETF worth $207K as of Q3 2026.
Vanguard FTSE Emerging Markets ETF was a new Holistic Planning position in Q3 2026.
Vanguard FTSE Emerging Markets ETF made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #339 holding.
1,798 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.