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

Level Financial Advisors’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 		$7.06M Buy
118,209
+15,155
+15% +$891K 1.58% 19
2026
Q1 		$5.57M Buy
103,054
+8,872
+9% +$497K 1.42% 20
2025
Q4 		$5.06M Buy
94,182
+6,421
+7% +$349K 1.34% 21
2025
Q3 		$4.75M Buy
87,761
+7,712
+10% +$397K 1.34% 22
2025
Q2 		$3.96M Buy
80,049
+9,855
+14% +$457K 1.23% 22
2025
Q1 		$3.18M Buy
70,194
+8,040
+13% +$362K 1.08% 23
2024
Q4 		$2.74M Buy
62,154
+13,135
+27% +$610K 1% 24
2024
Q3 		$2.35M Buy
49,019
+4,201
+9% +$187K 0.9% 26
2024
Q2 		$1.96M Buy
44,818
+4,941
+12% +$213K 0.85% 26
2024
Q1 		$1.67M Sell
39,877
-1,625
-4% -$66.3K 0.76% 27
2023
Q4 		$1.71M Sell
41,502
-2,215
-5% -$87.9K 0.84% 23
2023
Q3 		$1.71M Sell
43,717
-77
-0.2% -$3.14K 0.96% 22
2023
Q2 		$1.78M Sell
43,794
-3,237
-7% -$131K 0.99% 21
2023
Q1 		$1.9M Sell
47,031
-1,165
-2% -$47.5K 1.14% 19
2022
Q4 		$1.88M Sell
48,196
-2,478
-5% -$94.5K 1.23% 17
2022
Q3 		$1.85M Sell
50,674
-9,613
-16% -$390K 1.37% 18
2022
Q2 		$2.51M Sell
60,287
-975
-2% -$42.1K 1.85% 12
2022
Q1 		$2.83M Sell
61,262
-409
-0.7% -$19.7K 2.18% 10
2021
Q4 		$3.05M Buy
+61,671
New +$3.11M 2.33% 9

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

Level Financial Advisors's VWO Position: Q2 2026 in Review

Level Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 15% in Q2 2026, buying an estimated $891K and bringing the position to 118,209 shares worth $7.06M. The position accounts for 1.58% of the portfolio, ranked #19.

Level Financial Advisors first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Level Financial Advisors held 118,209 shares of Vanguard FTSE Emerging Markets ETF worth $7.06M as of Q2 2026.
  • Level Financial Advisors bought 15,155 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $891K.
  • Vanguard FTSE Emerging Markets ETF made up 1.58% of Level Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Level Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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