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Morling Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Morling Financial Advisors’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 		$740K Sell
13,691
-1,317
-9% -$73.8K 0.23% 38
2025
Q4 		$807K Sell
15,008
-11
-0.1% -$598 0.25% 36
2025
Q3 		$814K Sell
15,019
-231
-2% -$11.9K 0.27% 35
2025
Q2 		$754K Sell
15,250
-2,608
-15% -$121K 0.25% 36
2025
Q1 		$808K Buy
17,858
+2,508
+16% +$113K 0.28% 33
2024
Q4 		$676K Sell
15,350
-4,394
-22% -$204K 0.24% 34
2024
Q3 		$945K Buy
19,744
+3,151
+19% +$140K 0.36% 29
2024
Q2 		$726K Sell
16,593
-650
-4% -$28K 0.32% 30
2024
Q1 		$720K Sell
17,243
-624
-3% -$25.5K 0.41% 30
2023
Q4 		$734K Sell
17,867
-652
-4% -$25.9K 0.59% 28
2023
Q3 		$726K Sell
18,519
-566
-3% -$23.1K 0.72% 26
2023
Q2 		$776K Sell
19,085
-379
-2% -$15.3K 0.75% 28
2023
Q1 		$786K Sell
19,464
-1,118
-5% -$45.6K 0.85% 26
2022
Q4 		$802K Sell
20,582
-1,228
-6% -$46.8K 1.02% 25
2022
Q3 		$796K Sell
21,810
-2,524
-10% -$102K 1.08% 22
2022
Q2 		$1.01M Buy
24,334
+6,646
+38% +$287K 1.32% 19
2022
Q1 		$816K Buy
17,688
+4,563
+35% +$220K 1.03% 20
2021
Q4 		$649K Buy
+13,125
New +$662K 0.62% 23

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

Morling Financial Advisors's VWO Position: Q1 2026 in Review

Morling Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8.8% in Q1 2026, selling an estimated $73.8K and leaving 13,691 shares worth $740K. The position accounts for 0.23% of the portfolio, ranked #38.

Morling Financial Advisors first reported a position in VWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q2 2022. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Morling Financial Advisors held 13,691 shares of Vanguard FTSE Emerging Markets ETF worth $740K as of Q1 2026.
  • Morling Financial Advisors sold 1,317 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $73.8K.
  • Vanguard FTSE Emerging Markets ETF made up 0.23% of Morling Financial Advisors's portfolio in Q1 2026, its #38 holding.
  • Morling Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.01M in Q2 2022.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.