JF
VWO icon

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

Joule Financial’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 		$8.64M Sell
144,763
-1,083
-0.7% -$63.6K 2.34% 8
2026
Q1 		$7.88M Sell
145,846
-1,406
-1% -$78.8K 2.3% 8
2025
Q4 		$7.92M Sell
147,252
-3,686
-2% -$200K 2.37% 8
2025
Q3 		$8.18M Buy
150,938
+2,793
+2% +$144K 2.45% 8
2025
Q2 		$7.33M Buy
148,145
+490
+0.3% +$22.7K 2.38% 8
2025
Q1 		$6.68M Buy
147,655
+3,426
+2% +$154K 2.35% 8
2024
Q4 		$6.35M Buy
144,229
+6,975
+5% +$324K 2.25% 9
2024
Q3 		$6.57M Buy
137,254
+3,489
+3% +$155K 2.39% 9
2024
Q2 		$5.85M Buy
133,765
+2,839
+2% +$122K 2.38% 9
2024
Q1 		$5.47M Sell
130,926
-13,943
-10% -$569K 2.25% 10
2023
Q4 		$5.95M Sell
144,869
-4,159
-3% -$165K 2.77% 9
2023
Q3 		$5.84M Buy
149,028
+10,192
+7% +$416K 2.98% 8
2023
Q2 		$5.65M Buy
138,836
+2,839
+2% +$114K 2.91% 10
2023
Q1 		$5.49M Buy
135,997
+4,057
+3% +$165K 2.95% 10
2022
Q4 		$5.14M Buy
131,940
+6,920
+6% +$264K 3.41% 13
2022
Q3 		$4.56M Sell
125,020
-4,862
-4% -$197K 3.42% 11
2022
Q2 		$5.41M Buy
+129,882
New +$5.61M 4.22% 9

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Joule Financial's VWO Position: Q2 2026 in Review

Joule Financial reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.74% in Q2 2026, selling an estimated $63.6K and leaving 144,763 shares worth $8.64M. The position accounts for 2.34% of the portfolio, ranked #8.

Joule Financial first reported a position in VWO in Q2 2022 and has held it in 17 quarters since. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Joule Financial held 144,763 shares of Vanguard FTSE Emerging Markets ETF worth $8.64M as of Q2 2026.
  • Joule Financial sold 1,083 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $63.6K.
  • Vanguard FTSE Emerging Markets ETF made up 2.34% of Joule Financial's portfolio in Q2 2026, its #8 holding.
  • Joule Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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