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Optimist Retirement Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Optimist Retirement Group’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 		$566K Buy
10,472
+627
+6% +$35.1K 0.25% 56
2025
Q4 		$529K Sell
9,845
-11
-0.1% -$598 0.24% 55
2025
Q3 		$534K Buy
9,856
+28
+0.3% +$1.44K 0.24% 53
2025
Q2 		$486K Buy
9,828
+162
+2% +$7.51K 0.23% 54
2025
Q1 		$437K Sell
9,666
-570
-6% -$25.7K 0.22% 51
2024
Q4 		$451K Sell
10,236
-120
-1% -$5.58K 0.21% 54
2024
Q3 		$496K Buy
10,356
+12
+0.1% +$534 0.22% 52
2024
Q2 		$453K Sell
10,344
-727
-7% -$31.3K 0.24% 48
2024
Q1 		$462K Buy
11,071
+898
+9% +$36.6K 0.24% 49
2023
Q4 		$418K Buy
+10,173
New +$404K 0.27% 47

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

Optimist Retirement Group's VWO Position: Q1 2026 in Review

Optimist Retirement Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.4% in Q1 2026, buying an estimated $35.1K and bringing the position to 10,472 shares worth $566K. The position accounts for 0.25% of the portfolio, ranked #56.

Optimist Retirement Group 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.

  • Optimist Retirement Group held 10,472 shares of Vanguard FTSE Emerging Markets ETF worth $566K as of Q1 2026.
  • Optimist Retirement Group bought 627 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $35.1K.
  • Vanguard FTSE Emerging Markets ETF made up 0.25% of Optimist Retirement Group's portfolio in Q1 2026, its #56 holding.
  • Optimist Retirement Group 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 Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.