OFC Financial Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

OFC Financial Planning’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 Q3	$1.73M	Buy	29,139 +19	+0.1%	+$1.13K	1.48%	17
2026 Q2	$1.74M	Sell	29,120 -129	-0.4%	-$7.58K	1.54%	16
2026 Q1	$1.58M	Sell	29,249 -42	-0.1%	-$2.35K	1.55%	15
2025 Q4	$1.57M	Buy	29,291 +1,161	+4%	+$63.1K	1.49%	17
2025 Q3	$1.52M	Sell	28,130 -824	-3%	-$42.5K	1.51%	17
2025 Q2	$1.43M	Buy	28,954 +424	+1%	+$19.7K	1.52%	17
2025 Q1	$1.29M	Buy	28,530 +398	+1%	+$17.9K	1.46%	16
2024 Q4	$1.24M	Buy	+28,132	New	+$1.31M	1.31%	18

Other funds holding VWO

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Vanguard Investments Australia Victoria, Australia $42.4B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

OFC Financial Planning's VWO Position: Q3 2026 in Review

OFC Financial Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.07% in Q3 2026, buying an estimated $1.13K and bringing the position to 29,139 shares worth $1.73M. The position accounts for 1.48% of the portfolio, ranked #17.

OFC Financial Planning first reported a position in VWO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2026. 2,365 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

OFC Financial Planning held 29,139 shares of Vanguard FTSE Emerging Markets ETF worth $1.73M as of Q3 2026.
OFC Financial Planning bought 19 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $1.13K.
Vanguard FTSE Emerging Markets ETF made up 1.48% of OFC Financial Planning's portfolio in Q3 2026, its #17 holding.
OFC Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's Vanguard FTSE Emerging Markets ETF position peaked at $1.74M in Q2 2026.
2,365 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.