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Marshall Financial Group (Maryland)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Marshall Financial Group (Maryland)’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 		$801K Sell
13,415
-2,385
-15% -$140K 0.12% 167
2026
Q1 		$854K Sell
15,800
-14,846
-48% -$832K 0.14% 138
2025
Q4 		$1.65M Sell
30,646
-2,076
-6% -$113K 0.32% 67
2025
Q3 		$1.77M Sell
32,722
-1,079
-3% -$55.6K 0.35% 67
2025
Q2 		$1.67M Sell
33,801
-2,256
-6% -$105K 0.33% 66
2025
Q1 		$1.63M Sell
36,057
-7,227
-17% -$325K 0.36% 63
2024
Q4 		$1.91M Buy
43,284
+627
+1% +$29.1K 0.46% 49
2024
Q3 		$2.04M Buy
42,657
+29,067
+214% +$1.29M 0.49% 47
2024
Q2 		$595K Sell
13,590
-1,110
-8% -$47.8K 0.17% 123
2024
Q1 		$614K Sell
14,700
-2,686
-15% -$110K 0.18% 123
2023
Q4 		$715K Sell
17,386
-2,775
-14% -$110K 0.23% 115
2023
Q3 		$791K Sell
20,161
-981
-5% -$40K 0.29% 90
2023
Q2 		$860K Sell
21,142
-6,082
-22% -$245K 0.29% 87
2023
Q1 		$1.1M Sell
27,224
-1,102
-4% -$44.9K 0.39% 60
2022
Q4 		$1.1M Sell
28,326
-4,785
-14% -$182K 0.43% 74
2022
Q3 		$1.21M Buy
33,111
+424
+1% +$17.2K 0.51% 56
2022
Q2 		$1.36M Buy
32,687
+23,222
+245% +$1M 0.54% 54
2022
Q1 		$437K Buy
+9,465
New +$455K 0.18% 149

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

Marshall Financial Group (Maryland)'s VWO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 15% in Q2 2026, selling an estimated $140K and leaving 13,415 shares worth $801K. The position accounts for 0.12% of the portfolio, ranked #167.

Marshall Financial Group (Maryland) first reported a position in VWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.04M in Q3 2024. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 13,415 shares of Vanguard FTSE Emerging Markets ETF worth $801K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 2,385 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $140K.
  • Vanguard FTSE Emerging Markets ETF made up 0.12% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #167 holding.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 18 quarters since.
  • Marshall Financial Group (Maryland)'s Vanguard FTSE Emerging Markets ETF position peaked at $2.04M in Q3 2024.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.