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

LifeSteps Financial’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	$105K	Buy	+1,757	New	+$103K	0.05%	149
2024 Q2	–	Sell	-2,679	Closed	-$112K	–	414
2024 Q1	$112K	Buy	+2,679	New	+$109K	0.08%	105
2022 Q3	–	Sell	-5,696	Closed	-$237K	–	78
2022 Q2	$237K	Buy	5,696 +2	+0%	+$86	0.25%	67
2022 Q1	$263K	Sell	5,694 -23	-0.4%	-$1.11K	0.19%	72
2021 Q4	$283K	Buy	5,717 +2	+0%	+$101	0.2%	70
2021 Q3	$286K	Buy	5,715 +2	+0%	+$103	0.22%	69
2021 Q2	$310K	Sell	5,713 -160	-3%	-$8.52K	0.24%	65
2021 Q1	$306K	Buy	5,873 +120	+2%	+$6.39K	0.26%	65
2020 Q4	$288K	Sell	5,753 -42	-0.7%	-$1.97K	0.26%	61
2020 Q3	$251K	Sell	5,795 -46	-0.8%	-$2K	0.26%	63
2020 Q2	$231K	Sell	5,841 -195	-3%	-$7.22K	0.27%	63
2020 Q1	$203K	Sell	6,036 -22	-0.4%	-$897	0.23%	75
2019 Q4	$269K	Buy	+6,058	New	+$257K	0.25%	77

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LifeSteps Financial's VWO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 1,757 shares worth $105K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VWO as recently as Q1 2024.

LifeSteps Financial first reported a position in VWO in Q4 2019 and has held it in 13 quarters since. The position peaked at $310K in Q2 2021. 889 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

LifeSteps Financial held 1,757 shares of Vanguard FTSE Emerging Markets ETF worth $105K as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new LifeSteps Financial position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #149 holding.
LifeSteps Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 13 quarters since.
LifeSteps Financial's Vanguard FTSE Emerging Markets ETF position peaked at $310K in Q2 2021.
889 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.