Legacy Financial Group (Iowa)
VWO icon

Legacy Financial Group (Iowa)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Legacy Financial Group (Iowa)’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 		$377K Sell
6,309
-324
-5% -$19K 0.04% 98
2026
Q1 		$359K Hold
6,633
– – 0.05% 92
2025
Q4 		$374K Sell
6,633
-240
-3% -$13K 0.05% 90
2025
Q3 		$372K Buy
6,873
+2
+0% +$103 0.05% 91
2025
Q2 		$340K Buy
6,871
+38
+0.6% +$1.76K 0.05% 93
2025
Q1 		$309K Sell
6,833
-564
-8% -$25.4K 0.05% 91
2024
Q4 		$326K Buy
+7,397
New +$344K 0.05% 88
2024
Q3 		– Sell
-9,204
Closed -$403K – 104
2024
Q2 		$403K Sell
9,204
-108
-1% -$4.65K 0.08% 74
2024
Q1 		$389K Buy
+9,312
New +$380K 0.08% 73
2023
Q4 		– Sell
-9,911
Closed -$389K – 506
2023
Q3 		$389K Sell
9,911
-380
-4% -$15.5K 0.09% 69
2023
Q2 		$419K Sell
10,291
-1,577
-13% -$63.6K 0.11% 45
2023
Q1 		$479K Sell
11,868
-1,525
-11% -$62.1K 0.13% 41
2022
Q4 		$522K Sell
13,393
-1,206
-8% -$46K 0.16% 39
2022
Q3 		$533K Sell
14,599
-5,439
-27% -$221K 0.18% 30
2022
Q2 		$835K Sell
20,038
-947
-5% -$40.9K 0.26% 31
2022
Q1 		$968K Buy
+20,985
New +$1.01M 0.28% 32
2021
Q4 		– Sell
-27,855
Closed -$1.39M – 58
2021
Q3 		$1.39M Sell
27,855
-2,201
-7% -$114K 0.42% 34
2021
Q2 		$1.63M Sell
30,056
-5,716
-16% -$304K 0.49% 31
2021
Q1 		$1.86M Sell
35,772
-9,495
-21% -$505K 0.65% 29
2020
Q4 		$2.27M Buy
+45,267
New +$2.13M 0.87% 28

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VWO Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.9% in Q2 2026, selling an estimated $19K and leaving 6,309 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #98.

Legacy Financial Group (Iowa) first reported a position in VWO in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.27M in Q4 2020. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Legacy Financial Group (Iowa) held 6,309 shares of Vanguard FTSE Emerging Markets ETF worth $377K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 324 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $19K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #98 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 20 quarters since.
  • Legacy Financial Group (Iowa)'s Vanguard FTSE Emerging Markets ETF position peaked at $2.27M in Q4 2020.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.