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Investments & Financial Planning LLC’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Investments & Financial Planning LLC’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Sell
4,900
-1,164
-19% -$77.8K 0.16% 31
2026
Q1 		$398K Sell
6,064
-2,248
-27% -$151K 0.22% 28
2025
Q4 		$560K Sell
8,312
-2,806
-25% -$189K 0.3% 20
2025
Q3 		$744K Sell
11,118
-3,282
-23% -$216K 0.4% 19
2025
Q2 		$941K Buy
14,400
+486
+3% +$31K 0.54% 16
2025
Q1 		$893K Buy
13,914
+2,094
+18% +$134K 0.58% 16
2024
Q4 		$746K Buy
11,820
+1,811
+18% +$117K 0.46% 17
2024
Q3 		$664K Buy
10,009
+555
+6% +$35.9K 0.42% 19
2024
Q2 		$595K Buy
9,454
+477
+5% +$30.1K 0.4% 19
2024
Q1 		$573K Buy
8,977
+378
+4% +$23.8K 0.39% 18
2023
Q4 		$548K Sell
8,599
-30
-0.3% -$1.81K 0.41% 19
2023
Q3 		$510K Sell
8,629
-507
-6% -$31K 0.46% 23
2023
Q2 		$569K Buy
9,136
+1
+0% +$62 0.49% 23
2023
Q1 		$569K Buy
9,135
+86
+1% +$5.34K 0.52% 23
2022
Q4 		$552K Buy
+9,049
New +$540K 0.54% 22
2022
Q2 		$600K Buy
9,783
+455
+5% +$29.5K 0.62% 19
2022
Q1 		$652K Sell
9,328
-59
-0.6% -$4.27K 0.57% 18
2021
Q4 		$689K Buy
+9,387
New +$728K 0.62% 18

Other funds holding VWOB

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investments & Financial Planning LLC's VWOB Position: Q2 2026 in Review

Investments & Financial Planning LLC reduced its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 19% in Q2 2026, selling an estimated $77.8K and leaving 4,900 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #31.

Investments & Financial Planning LLC first reported a position in VWOB in Q4 2021 and has held it in 18 quarters since. The position peaked at $941K in Q2 2025. 452 funds tracked by Wall St. Rank hold VWOB as of Q2 2026.

  • Investments & Financial Planning LLC held 4,900 shares of Vanguard Emerging Markets Government Bond ETF worth $329K as of Q2 2026.
  • Investments & Financial Planning LLC sold 1,164 Vanguard Emerging Markets Government Bond ETF shares in Q2 2026, an estimated $77.8K.
  • Vanguard Emerging Markets Government Bond ETF made up 0.16% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #31 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's Vanguard Emerging Markets Government Bond ETF position peaked at $941K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.