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

Lutz Financial Services’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 		$4.21M Sell
77,830
-1,285
-2% -$72K 0.28% 47
2025
Q4 		$4.25M Buy
79,115
+334
+0.4% +$18.1K 0.29% 47
2025
Q3 		$4.27M Sell
78,781
-1,266
-2% -$65.2K 0.31% 49
2025
Q2 		$3.96M Sell
80,047
-27
-0% -$1.25K 0.31% 49
2025
Q1 		$3.62M Sell
80,074
-383
-0.5% -$17.2K 0.3% 49
2024
Q4 		$3.54M Buy
80,457
+8,044
+11% +$374K 0.29% 49
2024
Q3 		$3.46M Sell
72,413
-204
-0.3% -$9.08K 0.28% 49
2024
Q2 		$3.18M Buy
72,617
+44
+0.1% +$1.9K 0.28% 49
2024
Q1 		$3.03M Sell
72,573
-182
-0.3% -$7.43K 0.26% 49
2023
Q4 		$2.99M Sell
72,755
-110
-0.2% -$4.36K 0.28% 48
2023
Q3 		$2.86M Hold
72,865
– – 0.31% 47
2023
Q2 		$2.96M Sell
72,865
-911
-1% -$36.7K 0.32% 48
2023
Q1 		$2.98M Sell
73,776
-646
-0.9% -$26.3K 0.34% 46
2022
Q4 		$2.9M Sell
74,422
-34,047
-31% -$1.3M 0.36% 45
2022
Q3 		$3.96M Buy
108,469
+283
+0.3% +$11.5K 0.54% 40
2022
Q2 		$4.51M Buy
108,186
+31,663
+41% +$1.37M 0.6% 38
2022
Q1 		$3.53M Sell
76,523
-2,083
-3% -$100K 0.44% 38
2021
Q4 		$3.89M Sell
78,606
-9,794
-11% -$494K 0.48% 36
2021
Q3 		$4.42M Buy
88,400
+11,582
+15% +$598K 0.57% 35
2021
Q2 		$4.17M Sell
76,818
-208
-0.3% -$11.1K 0.56% 35
2021
Q1 		$4.01M Sell
77,026
-1,935
-2% -$103K 0.59% 33
2020
Q4 		$3.96M Sell
78,961
-241
-0.3% -$11.3K 0.65% 32
2020
Q3 		$3.42M Buy
79,202
+59
+0.1% +$2.56K 0.66% 34
2020
Q2 		$3.13M Sell
79,143
-15,508
-16% -$574K 0.64% 34
2020
Q1 		$3.18M Buy
94,651
+15,722
+20% +$641K 0.71% 33
2019
Q4 		$3.51M Buy
78,929
+553
+0.7% +$23.4K 0.62% 32
2019
Q3 		$3.15M Buy
+78,376
New +$3.24M 0.6% 33
2018
Q4 		– Sell
-12,327
Closed -$505K – 67
2018
Q3 		$505K Buy
+12,327
New +$519K 0.11% 41

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lutz Financial Services's VWO Position: Q1 2026 in Review

Lutz Financial Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.6% in Q1 2026, selling an estimated $72K and leaving 77,830 shares worth $4.21M. The position accounts for 0.28% of the portfolio, ranked #47.

Lutz Financial Services first reported a position in VWO in Q3 2018 and has held it in 28 quarters since. The position peaked at $4.51M in Q2 2022. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Lutz Financial Services held 77,830 shares of Vanguard FTSE Emerging Markets ETF worth $4.21M as of Q1 2026.
  • Lutz Financial Services sold 1,285 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $72K.
  • Vanguard FTSE Emerging Markets ETF made up 0.28% of Lutz Financial Services's portfolio in Q1 2026, its #47 holding.
  • Lutz Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and has held it in 28 quarters since.
  • Lutz Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $4.51M in Q2 2022.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.