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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
Q2 		$1.92M Buy
32,127
+72
+0.2% +$4.23K 0.9% 28
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Novak & Powell Financial Services's VWO Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.22% in Q2 2026, buying an estimated $4.23K and bringing the position to 32,127 shares worth $1.92M. The position accounts for 0.9% of the portfolio, ranked #28.

Novak & Powell Financial Services first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Novak & Powell Financial Services held 32,127 shares of Vanguard FTSE Emerging Markets ETF worth $1.92M as of Q2 2026.
  • Novak & Powell Financial Services bought 72 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $4.23K.
  • Vanguard FTSE Emerging Markets ETF made up 0.9% of Novak & Powell Financial Services's portfolio in Q2 2026, its #28 holding.
  • Novak & Powell Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.