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

Kaizen Financial Strategies’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 		$1.04M Buy
17,563
+19
+0.1% +$1.12K 0.34% 53
2026
Q1 		$1.02M Hold
17,544
– – 0.43% 42
2025
Q4 		$943K Buy
17,544
+328
+2% +$17.8K 0.42% 43
2025
Q3 		$940K Sell
17,216
-1,165
-6% -$60K 0.42% 40
2025
Q2 		$909K Buy
18,381
+2,907
+19% +$135K 0.46% 39
2025
Q1 		$700K Buy
15,474
+873
+6% +$39.3K 0.4% 40
2024
Q4 		$643K Buy
14,601
+62
+0.4% +$2.88K 0.36% 46
2024
Q3 		$696K Sell
14,539
-411
-3% -$18.3K 0.4% 46
2024
Q2 		$650K Buy
14,950
+2,270
+18% +$97.8K 0.41% 44
2024
Q1 		$530K Buy
12,680
+372
+3% +$15.2K 0.36% 51
2023
Q4 		$506K Buy
12,308
+7,147
+138% +$283K 0.38% 47
2023
Q3 		$202K Sell
5,161
-63
-1% -$2.57K 0.17% 103
2023
Q2 		$218K Buy
+5,224
New +$211K 0.19% 103

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

Kaizen Financial Strategies's VWO Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.11% in Q2 2026, buying an estimated $1.12K and bringing the position to 17,563 shares worth $1.04M. The position accounts for 0.34% of the portfolio, ranked #53.

Kaizen Financial Strategies first reported a position in VWO in Q2 2023 and has held it in 13 quarters since. 1,282 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Kaizen Financial Strategies held 17,563 shares of Vanguard FTSE Emerging Markets ETF worth $1.04M as of Q2 2026.
  • Kaizen Financial Strategies bought 19 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.12K.
  • Vanguard FTSE Emerging Markets ETF made up 0.34% of Kaizen Financial Strategies's portfolio in Q2 2026, its #53 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.