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Michael A Dubis Financial Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$459K Buy
10,131
+17
+0.2% +$765 0.45% 33
2024
Q4 		$445K Buy
+10,114
New +$470K 0.43% 33

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Michael A Dubis Financial Planning's VWO Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.17% in Q1 2025, buying an estimated $765 and bringing the position to 10,131 shares worth $459K. The position accounts for 0.45% of the portfolio, ranked #33.

Michael A Dubis Financial Planning first reported a position in VWO in Q4 2024 and has held it in 2 quarters since. 2,216 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Michael A Dubis Financial Planning held 10,131 shares of Vanguard FTSE Emerging Markets ETF worth $459K as of Q1 2025.
  • Michael A Dubis Financial Planning bought 17 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $765.
  • Vanguard FTSE Emerging Markets ETF made up 0.45% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #33 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,216 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.