LFS
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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
Q2 		$4.65M Buy
77,894
+64
+0.1% +$3.76K 0.28% 46
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 $1.55T 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

Lutz Financial Services's VWO Position: Q2 2026 in Review

Lutz Financial Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.08% in Q2 2026, buying an estimated $3.76K and bringing the position to 77,894 shares worth $4.65M. The position accounts for 0.28% of the portfolio, ranked #46.

Lutz Financial Services first reported a position in VWO in Q3 2018 and has held it in 29 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Lutz Financial Services held 77,894 shares of Vanguard FTSE Emerging Markets ETF worth $4.65M as of Q2 2026.
  • Lutz Financial Services bought 64 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $3.76K.
  • Vanguard FTSE Emerging Markets ETF made up 0.28% of Lutz Financial Services's portfolio in Q2 2026, its #46 holding.
  • Lutz Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and has held it in 29 quarters since.
  • 2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.