Novak & Powell Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Novak & Powell Financial Services’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	$1.73M	Buy	32,055 +769	+2%	+$43.1K	0.93%	24
2025 Q4	$1.68M	Buy	31,286 +102	+0.3%	+$5.54K	0.88%	27
2025 Q3	$1.69M	Buy	31,184 +10,252	+49%	+$528K	0.89%	27
2025 Q2	$1.04M	Sell	20,932 -9,677	-32%	-$449K	0.72%	29
2025 Q1	$1.39M	Sell	30,609 -1,870	-6%	-$84.2K	0.86%	30
2024 Q4	$1.43M	Sell	32,479 -712	-2%	-$33.1K	0.85%	30
2024 Q3	$1.59M	Sell	33,191 -482	-1%	-$21.5K	0.92%	31
2024 Q2	$1.47M	Buy	33,673 +51	+0.2%	+$2.2K	0.92%	32
2024 Q1	$967K	Buy	33,622 +13	+0%	+$531	0.72%	33
2023 Q4	$1.38M	Buy	+33,609	New	+$1.33M	0.92%	32

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Novak & Powell Financial Services's VWO Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.5% in Q1 2026, buying an estimated $43.1K and bringing the position to 32,055 shares worth $1.73M. The position accounts for 0.93% of the portfolio, ranked #24.

Novak & Powell Financial Services first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Novak & Powell Financial Services held 32,055 shares of Vanguard FTSE Emerging Markets ETF worth $1.73M as of Q1 2026.
Novak & Powell Financial Services bought 769 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $43.1K.
Vanguard FTSE Emerging Markets ETF made up 0.93% of Novak & Powell Financial Services's portfolio in Q1 2026, its #24 holding.
Novak & Powell Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.