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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
Q2 		$613K Sell
10,263
-209
-2% -$12.3K 0.24% 65
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 $1.55T 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 22.9% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Optimist Retirement Group's VWO Position: Q2 2026 in Review

Optimist Retirement Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2% in Q2 2026, selling an estimated $12.3K and leaving 10,263 shares worth $613K. The position accounts for 0.24% of the portfolio, ranked #65.

Optimist Retirement Group first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,617 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Optimist Retirement Group held 10,263 shares of Vanguard FTSE Emerging Markets ETF worth $613K as of Q2 2026.
  • Optimist Retirement Group sold 209 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $12.3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.24% of Optimist Retirement Group's portfolio in Q2 2026, its #65 holding.
  • Optimist Retirement Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,617 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.