LifePlan Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

LifePlan Investment 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 Q1	$2.98M	Buy	55,171 +3,021	+6%	+$169K	1.17%	34
2025 Q4	$2.8M	Buy	52,150 +5,730	+12%	+$311K	1.14%	36
2025 Q3	$2.52M	Buy	46,420 +5,331	+13%	+$275K	1.06%	37
2025 Q2	$2.03M	Buy	41,089 +5,150	+14%	+$239K	1.01%	36
2025 Q1	$1.63M	Buy	35,939 +5,913	+20%	+$266K	0.94%	35
2024 Q4	$1.32M	Buy	30,026 +2,911	+11%	+$135K	0.82%	37
2024 Q3	$1.3M	Buy	27,115 +5,602	+26%	+$249K	0.83%	35
2024 Q2	$941K	Buy	21,513 +4,900	+29%	+$211K	0.68%	38
2024 Q1	$694K	Buy	16,613 +9,879	+147%	+$403K	0.55%	41
2023 Q4	$277K	Buy	+6,734	New	+$267K	0.25%	55

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LifePlan Investment Advisors's VWO Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.8% in Q1 2026, buying an estimated $169K and bringing the position to 55,171 shares worth $2.98M. The position accounts for 1.17% of the portfolio, ranked #34.

LifePlan Investment Advisors first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

LifePlan Investment Advisors held 55,171 shares of Vanguard FTSE Emerging Markets ETF worth $2.98M as of Q1 2026.
LifePlan Investment Advisors bought 3,021 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $169K.
Vanguard FTSE Emerging Markets ETF made up 1.17% of LifePlan Investment Advisors's portfolio in Q1 2026, its #34 holding.
LifePlan Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.