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 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OFC Financial Planning's VWO Position: Q2 2026 in Review

OFC Financial Planning reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.44% in Q2 2026, selling an estimated $7.58K and leaving 29,120 shares worth $1.74M. The position accounts for 1.54% of the portfolio, ranked #16.

OFC Financial Planning first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. 1,842 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

OFC Financial Planning held 29,120 shares of Vanguard FTSE Emerging Markets ETF worth $1.74M as of Q2 2026.
OFC Financial Planning sold 129 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $7.58K.
Vanguard FTSE Emerging Markets ETF made up 1.54% of OFC Financial Planning's portfolio in Q2 2026, its #16 holding.
OFC Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,842 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.