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

Kelly Financial Services’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
Q1 		– Sell
-3,791
Closed -$204K – 140
2025
Q4 		$204K Sell
3,791
-764
-17% -$41.5K 0.05% 122
2025
Q3 		$247K Sell
4,555
-121
-3% -$6.23K 0.06% 103
2025
Q2 		$231K Buy
4,676
+83
+2% +$3.85K 0.07% 109
2025
Q1 		$208K Sell
4,593
-1,093
-19% -$49.2K 0.07% 108
2024
Q4 		$250K Sell
5,686
-4,220
-43% -$196K 0.09% 98
2024
Q3 		$474K Buy
9,906
+77
+0.8% +$3.43K 0.17% 64
2024
Q2 		$430K Buy
9,829
+41
+0.4% +$1.77K 0.15% 65
2024
Q1 		$409K Sell
9,788
-648
-6% -$26.4K 0.16% 71
2023
Q4 		$429K Sell
10,436
-768
-7% -$30.5K 0.17% 67
2023
Q3 		$439K Sell
11,204
-2,396
-18% -$97.8K 0.2% 60
2023
Q2 		$553K Sell
13,600
-431
-3% -$17.4K 0.26% 47
2023
Q1 		$567K Buy
14,031
+574
+4% +$23.4K 0.29% 44
2022
Q4 		$525K Buy
13,457
+1,212
+10% +$46.2K 0.28% 46
2022
Q3 		$447K Buy
12,245
+531
+5% +$21.6K 0.26% 47
2022
Q2 		$488K Buy
11,714
+3,181
+37% +$137K 0.26% 48
2022
Q1 		$394K Sell
8,533
-696
-8% -$33.5K 0.18% 54
2021
Q4 		$456K Buy
9,229
+338
+4% +$17K 0.21% 42
2021
Q3 		$445K Sell
8,891
-293,687
-97% -$15.2M 0.25% 37
2021
Q2 		$5.57M Buy
302,578
+302,382
+154,277% +$16.1M 0.22% 28
2021
Q1 		$10.2K Buy
196
+5
+3% +$266 0.01% 298
2020
Q4 		$9.58K Buy
+191
New +$8.97K 0.01% 278
2020
Q3 		– Sell
-111
Closed -$4.4K – 620
2020
Q2 		$4.4K Hold
111
– – ﹤0.01% 353
2020
Q1 		$3.71K Sell
111
-15
-12% -$611 ﹤0.01% 329
2019
Q4 		$5.58K Buy
+126
New +$5.34K ﹤0.01% 290

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kelly Financial Services's VWO Position: Q1 2026 in Review

Kelly Financial Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026, closing a stake of 3,791 shares — an estimated $204K sold.

Kelly Financial Services first reported a position in VWO in Q4 2019 and held it in 24 quarters. The position peaked at $5.57M in Q2 2021. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Kelly Financial Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Kelly Financial Services sold 3,791 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $204K.
  • Kelly Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 24 quarters.
  • Kelly Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $5.57M in Q2 2021.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Kelly Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.