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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
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
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

MPS Loria Financial Planners's VWO Position: Q1 2026 in Review

MPS Loria Financial Planners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026, closing a stake of 4,102 shares — an estimated $221K sold.

MPS Loria Financial Planners first reported a position in VWO in Q2 2017 and held it in 18 quarters. The position peaked at $320K in Q1 2024. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • MPS Loria Financial Planners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • MPS Loria Financial Planners sold 4,102 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $221K.
  • MPS Loria Financial Planners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and held it in 18 quarters.
  • MPS Loria Financial Planners's Vanguard FTSE Emerging Markets ETF position peaked at $320K in Q1 2024.
  • 2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.