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 Q2	$3.43M	Buy	57,400 +2,229	+4%	+$131K	1.18%	32
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 $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

LifePlan Investment Advisors's VWO Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4% in Q2 2026, buying an estimated $131K and bringing the position to 57,400 shares worth $3.43M. The position accounts for 1.18% of the portfolio, ranked #32.

LifePlan Investment Advisors first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,611 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

LifePlan Investment Advisors held 57,400 shares of Vanguard FTSE Emerging Markets ETF worth $3.43M as of Q2 2026.
LifePlan Investment Advisors bought 2,229 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $131K.
Vanguard FTSE Emerging Markets ETF made up 1.18% of LifePlan Investment Advisors's portfolio in Q2 2026, its #32 holding.
LifePlan Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,611 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.