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

Independent 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 		$3.88M Buy
65,080
+34,566
+113% +$2.03M 0.07% 266
2026
Q1 		$1.65M Sell
30,514
-1,837
-6% -$103K 0.04% 455
2025
Q4 		$1.74M Sell
32,351
-51,123
-61% -$2.78M 0.04% 431
2025
Q3 		$4.52M Buy
83,474
+55,112
+194% +$2.84M 0.11% 175
2025
Q2 		$1.4M Buy
28,362
+82
+0.3% +$3.8K 0.04% 438
2025
Q1 		$1.28M Buy
28,280
+225
+0.8% +$10.1K 0.04% 414
2024
Q4 		$1.24M Buy
28,055
+2,434
+10% +$113K 0.04% 415
2024
Q3 		$1.23M Sell
25,621
-2,059
-7% -$91.7K 0.05% 387
2024
Q2 		$1.21M Buy
27,680
+4,026
+17% +$173K 0.05% 349
2024
Q1 		$988K Sell
23,654
-575
-2% -$23.5K 0.05% 381
2023
Q4 		$996K Buy
24,229
+377
+2% +$15K 0.05% 361
2023
Q3 		$935K Buy
23,852
+1,266
+6% +$51.7K 0.06% 333
2023
Q2 		$919K Buy
22,586
+1,654
+8% +$66.7K 0.06% 328
2023
Q1 		$846K Buy
20,932
+5,111
+32% +$208K 0.07% 320
2022
Q4 		$617K Buy
15,821
+494
+3% +$18.8K 0.05% 368
2022
Q3 		$559K Buy
15,327
+1,726
+13% +$70.1K 0.05% 364
2022
Q2 		$566K Buy
13,601
+512
+4% +$22.1K 0.06% 345
2022
Q1 		$604K Buy
13,089
+1,596
+14% +$76.8K 0.05% 370
2021
Q4 		$568K Sell
11,493
-1,663
-13% -$83.9K 0.05% 388
2021
Q3 		$658K Sell
13,156
-245
-2% -$12.7K 0.07% 306
2021
Q2 		$728K Buy
13,401
+1,654
+14% +$88.1K 0.08% 283
2021
Q1 		$611K Buy
11,747
+1,934
+20% +$103K 0.08% 281
2020
Q4 		$492K Sell
9,813
-2,751
-22% -$129K 0.07% 311
2020
Q3 		$543K Buy
12,564
+933
+8% +$40.6K 0.1% 216
2020
Q2 		$461K Buy
11,631
+6
+0.1% +$222 0.1% 235
2020
Q1 		$390K Buy
+11,625
New +$474K 0.11% 213

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Independent Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 113% in Q2 2026, buying an estimated $2.03M and bringing the position to 65,080 shares worth $3.88M. The position accounts for 0.07% of the portfolio, ranked #266.

Independent Financial Group first reported a position in VWO in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.52M in Q3 2025. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Independent Financial Group held 65,080 shares of Vanguard FTSE Emerging Markets ETF worth $3.88M as of Q2 2026.
  • Independent Financial Group bought 34,566 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #266 holding.
  • Independent Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $4.52M in Q3 2025.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.