MPS Loria Financial Planners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

MPS Loria Financial Planners’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	$213K	Buy	+3,574	New	+$210K	0.05%	86
2026 Q1	–	Sell	-4,102	Closed	-$221K	–	90
2025 Q4	$221K	Buy	4,102 +78	+2%	+$4.24K	0.06%	81
2025 Q3	$218K	Buy	+4,024	New	+$207K	0.06%	80
2025 Q2	–	Sell	-5,153	Closed	-$233K	–	83
2025 Q1	$233K	Buy	5,153 +6	+0.1%	+$270	0.07%	76
2024 Q4	$227K	Sell	5,147 -1,112	-18%	-$51.7K	0.07%	77
2024 Q3	$299K	Hold	6,259	–	–	0.09%	62
2024 Q2	$274K	Sell	6,259 -1,392	-18%	-$60K	0.09%	66
2024 Q1	$320K	Sell	7,651 -28	-0.4%	-$1.14K	0.11%	61
2023 Q4	$316K	Hold	7,679	–	–	0.11%	59
2023 Q3	$301K	Buy	+7,679	New	+$313K	0.12%	57
2022 Q2	–	Sell	-4,754	Closed	-$219K	–	84
2022 Q1	$219K	Hold	4,754	–	–	0.09%	79
2021 Q4	$235K	Hold	4,754	–	–	0.1%	73
2021 Q3	$237K	Sell	4,754 -1	-0%	-$52	0.11%	69
2021 Q2	$258K	Buy	4,755 +1	+0%	+$53	0.12%	67
2021 Q1	$247K	Buy	4,754 +1,523	+47%	+$81.1K	0.12%	68
2020 Q4	$163K	Hold	3,231	–	–	0.07%	88
2020 Q3	$140K	Hold	3,231	–	–	0.07%	83
2020 Q2	$128K	Buy	+3,231	New	+$120K	0.07%	87
2017 Q3	–	Sell	-3,391	Closed	-$145K	–	338
2017 Q2	$145K	Buy	+3,391	New	+$137K	0.1%	91

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

MPS Loria Financial Planners's VWO Position: Q2 2026 in Review

MPS Loria Financial Planners opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 3,574 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #86 among its holdings. This is a return to the name: MPS Loria Financial Planners previously reported a position in VWO as recently as Q4 2025.

MPS Loria Financial Planners first reported a position in VWO in Q2 2017 and has held it in 19 quarters since. The position peaked at $320K in Q1 2024. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

MPS Loria Financial Planners held 3,574 shares of Vanguard FTSE Emerging Markets ETF worth $213K as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new MPS Loria Financial Planners position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.05% of MPS Loria Financial Planners's portfolio in Q2 2026, its #86 holding.
MPS Loria Financial Planners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and has held it in 19 quarters since.
MPS Loria Financial Planners's Vanguard FTSE Emerging Markets ETF position peaked at $320K in Q1 2024.
2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.