Howard Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Howard Financial Services’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
2025 Q2	–	Sell	-7,730	Closed	-$350K	–	203
2025 Q1	$350K	Buy	7,730 +1	+0%	+$45	0.05%	130
2024 Q4	$340K	Buy	+7,729	New	+$359K	0.05%	132
2023 Q1	–	Sell	-5,275	Closed	-$206K	–	155
2022 Q4	$206K	Buy	+5,275	New	+$201K	0.05%	128
2022 Q3	–	Sell	-14,290	Closed	-$595K	–	135
2022 Q2	$595K	Buy	14,290 +580	+4%	+$25K	0.2%	47
2022 Q1	$632K	Buy	13,710 +18	+0.1%	+$866	0.19%	47
2021 Q4	$677K	Buy	13,692 +14	+0.1%	+$706	0.2%	43
2021 Q3	$684K	Buy	13,678 +12	+0.1%	+$620	0.26%	41
2021 Q2	$742K	Buy	13,666 +3,846	+39%	+$205K	0.29%	38
2021 Q1	$511K	Buy	+9,820	New	+$523K	0.23%	48

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Howard Financial Services's VWO Position: Q2 2025 in Review

Howard Financial Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2025, closing a stake of 7,730 shares — an estimated $350K sold.

Howard Financial Services first reported a position in VWO in Q1 2021 and held it in 9 quarters. The position peaked at $742K in Q2 2021. 2,263 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

Howard Financial Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
Howard Financial Services sold 7,730 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $350K.
Howard Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 9 quarters.
Howard Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $742K in Q2 2021.
2,263 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Howard Financial Services's 13F filing for Q2 2025, filed 2 Jul 2025.