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Oxford Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Oxford Financial 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 		$1.19M Buy
22,080
+68
+0.3% +$3.81K 0.06% 87
2025
Q4 		$1.18M Sell
22,012
-2,498
-10% -$136K 0.07% 80
2025
Q3 		$1.33M Buy
24,510
+4,893
+25% +$252K 0.08% 75
2025
Q2 		$970K Sell
19,617
-3,878
-17% -$180K 0.06% 83
2025
Q1 		$1.06M Sell
23,495
-6,237
-21% -$281K 0.07% 78
2024
Q4 		$1.31M Buy
29,732
+447
+2% +$20.8K 0.08% 73
2024
Q3 		$1.4M Sell
29,285
-2,980
-9% -$133K 0.09% 70
2024
Q2 		$1.41M Buy
32,265
+396
+1% +$17.1K 0.09% 76
2024
Q1 		$1.33M Buy
31,869
+3,743
+13% +$153K 0.09% 70
2023
Q4 		$1.16M Sell
28,126
-88
-0.3% -$3.49K 0.08% 78
2023
Q3 		$1.11M Buy
28,214
+1,527
+6% +$62.3K 0.1% 72
2023
Q2 		$1.09M Buy
26,687
+3,046
+13% +$123K 0.1% 70
2023
Q1 		$955K Sell
23,641
-203
-0.9% -$8.27K 0.11% 69
2022
Q4 		$929K Sell
23,844
-33,487
-58% -$1.28M 0.11% 72
2022
Q3 		$2.09M Sell
57,331
-3,557
-6% -$144K 0.31% 31
2022
Q2 		$2.54M Sell
60,888
-669
-1% -$28.9K 0.37% 33
2022
Q1 		$2.84M Sell
61,557
-6,285
-9% -$302K 0.36% 30
2021
Q4 		$3.35M Sell
67,842
-245
-0.4% -$12.4K 0.38% 32
2021
Q3 		$3.4M Buy
68,087
+2,019
+3% +$104K 0.43% 28
2021
Q2 		$3.59M Sell
66,068
-4,851
-7% -$258K 0.48% 27
2021
Q1 		$3.69M Buy
70,919
+207
+0.3% +$11K 0.51% 25
2020
Q4 		$3.54M Sell
70,712
-244
-0.3% -$11.5K 0.51% 26
2020
Q3 		$3.07M Sell
70,956
-23,675
-25% -$1.03M 0.5% 27
2020
Q2 		$3.75M Buy
94,631
+912
+1% +$33.8K 0.64% 24
2020
Q1 		$3.14M Sell
93,719
-6,240
-6% -$254K 0.63% 27
2019
Q4 		$4.45M Buy
99,959
+3,901
+4% +$165K 1.23% 19
2019
Q3 		$3.87M Sell
96,058
-9,366
-9% -$387K 1.22% 17
2019
Q2 		$4.48M Sell
105,424
-4,762
-4% -$200K 1.47% 15
2019
Q1 		$4.68M Sell
110,186
-645,301
-85% -$26.6M 1.67% 13
2018
Q4 		$28.8M Buy
755,487
+749,388
+12,287% +$29M 9.4% 3
2018
Q3 		$250K Sell
6,099
-2,139
-26% -$90K 0.12% 33
2018
Q2 		$348K Sell
8,238
-505
-6% -$22.8K 0.18% 32
2018
Q1 		$411K Sell
8,743
-149
-2% -$7.14K 0.24% 29
2017
Q4 		$408K Buy
8,892
+4,138
+87% +$185K 0.28% 28
2017
Q3 		$207K Buy
+4,754
New +$206K 0.14% 33

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

Oxford Financial Group's VWO Position: Q1 2026 in Review

Oxford Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.31% in Q1 2026, buying an estimated $3.81K and bringing the position to 22,080 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #87.

Oxford Financial Group first reported a position in VWO in Q3 2017 and has held it in 35 quarters since. The position peaked at $28.8M in Q4 2018. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Oxford Financial Group held 22,080 shares of Vanguard FTSE Emerging Markets ETF worth $1.19M as of Q1 2026.
  • Oxford Financial Group bought 68 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $3.81K.
  • Vanguard FTSE Emerging Markets ETF made up 0.06% of Oxford Financial Group's portfolio in Q1 2026, its #87 holding.
  • Oxford Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and has held it in 35 quarters since.
  • Oxford Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $28.8M in Q4 2018.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.