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

Marshall Financial Group (Pennsylvania)’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
2025
Q3 		$729K Sell
13,454
-138
-1% -$7.11K 0.2% 34
2025
Q2 		$672K Sell
13,592
-890
-6% -$41.3K 0.2% 33
2025
Q1 		$655K Sell
14,482
-738
-5% -$33.2K 0.21% 33
2024
Q4 		$670K Sell
15,220
-452
-3% -$21K 0.2% 35
2024
Q3 		$750K Buy
15,672
+112
+0.7% +$4.99K 0.23% 35
2024
Q2 		$681K Buy
15,560
+68
+0.4% +$2.93K 0.22% 35
2024
Q1 		$647K Sell
15,492
-411
-3% -$16.8K 0.21% 35
2023
Q4 		$654K Sell
15,903
-4,784
-23% -$190K 0.23% 34
2023
Q3 		$811K Sell
20,687
-5,082
-20% -$207K 0.33% 29
2023
Q2 		$1.05M Buy
25,769
+99
+0.4% +$3.99K 0.4% 27
2023
Q1 		$1.04M Sell
25,670
-115
-0.4% -$4.69K 0.42% 28
2022
Q4 		$1.01M Sell
25,785
-3,729
-13% -$142K 0.43% 27
2022
Q3 		$1.08M Sell
29,514
-372
-1% -$15.1K 0.51% 27
2022
Q2 		$1.25M Buy
29,886
+5,855
+24% +$253K 0.57% 27
2022
Q1 		$1.11M Buy
24,031
+485
+2% +$23.3K 0.44% 27
2021
Q4 		$1.17M Buy
23,546
+3,065
+15% +$155K 0.45% 27
2021
Q3 		$1.02M Sell
20,481
-2,690
-12% -$139K 0.43% 27
2021
Q2 		$1.26M Buy
23,171
+83
+0.4% +$4.42K 0.54% 27
2021
Q1 		$1.2M Buy
23,088
+58
+0.3% +$3.09K 0.55% 27
2020
Q4 		$1.15M Sell
23,030
-244
-1% -$11.5K 0.57% 26
2020
Q3 		$1.01M Sell
23,274
-4,368
-16% -$190K 0.59% 26
2020
Q2 		$1.09M Buy
27,642
+275
+1% +$10.2K 0.73% 26
2020
Q1 		$918K Buy
27,367
+15,117
+123% +$616K 0.74% 26
2019
Q4 		$545K Buy
12,250
+1,078
+10% +$45.7K 0.37% 31
2019
Q3 		$450K Buy
11,172
+104
+0.9% +$4.29K 0.34% 32
2019
Q2 		$471K Buy
11,068
+3,980
+56% +$167K 0.36% 32
2019
Q1 		$301K Sell
7,088
-332
-4% -$13.7K 0.25% 40
2018
Q4 		$283K Buy
+7,420
New +$287K 0.27% 41

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Marshall Financial Group (Pennsylvania)'s VWO Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1% in Q3 2025, selling an estimated $7.11K and leaving 13,454 shares worth $729K. The position accounts for 0.2% of the portfolio, ranked #34.

Marshall Financial Group (Pennsylvania) first reported a position in VWO in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.26M in Q2 2021. 2,301 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 13,454 shares of Vanguard FTSE Emerging Markets ETF worth $729K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 138 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $7.11K.
  • Vanguard FTSE Emerging Markets ETF made up 0.2% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #34 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s Vanguard FTSE Emerging Markets ETF position peaked at $1.26M in Q2 2021.
  • 2,301 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.