JBR Co Financial Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

JBR Co Financial Management’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	$283K	Buy	4,733 +260	+6%	+$15.3K	0.1%	117
2026 Q1	$240K	Hold	4,473	–	–	0.1%	107
2025 Q4	$240K	Hold	4,473	–	–	0.1%	107
2025 Q3	$242K	Sell	4,473 -1,844	-29%	-$95K	0.1%	107
2025 Q2	$312K	Sell	6,317 -285	-4%	-$13.2K	0.15%	95
2025 Q1	$299K	Hold	6,602	–	–	0.17%	89
2024 Q4	$291K	Buy	6,602 +285	+5%	+$13.2K	0.18%	87
2024 Q3	$302K	Hold	6,317	–	–	0.2%	86
2024 Q2	$276K	Hold	6,317	–	–	0.19%	83
2024 Q1	$264K	Sell	6,317 -205	-3%	-$8.37K	0.21%	79
2023 Q4	$268K	Buy	+6,522	New	+$259K	0.25%	69

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

JBR Co Financial Management's VWO Position: Q2 2026 in Review

JBR Co Financial Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.8% in Q2 2026, buying an estimated $15.3K and bringing the position to 4,733 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #117.

JBR Co Financial Management first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $312K in Q2 2025. 1,226 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

JBR Co Financial Management held 4,733 shares of Vanguard FTSE Emerging Markets ETF worth $283K as of Q2 2026.
JBR Co Financial Management bought 260 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $15.3K.
Vanguard FTSE Emerging Markets ETF made up 0.1% of JBR Co Financial Management's portfolio in Q2 2026, its #117 holding.
JBR Co Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $312K in Q2 2025.
1,226 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.