PFGIA
VWO icon

Patriot Financial Group Insurance Agency’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.09M Sell
18,187
-17,117
-48% -$1.01M 0.11% 209
2026
Q1 		$1.91M Buy
35,304
+21,218
+151% +$1.19M 0.11% 216
2025
Q4 		$757K Sell
14,086
-298
-2% -$16.2K 0.09% 239
2025
Q3 		$779K Sell
14,384
-7,541
-34% -$389K 0.1% 226
2025
Q2 		$1.08M Sell
21,925
-3,023
-12% -$140K 0.12% 194
2025
Q1 		$1.13M Sell
24,948
-1,630
-6% -$73.4K 0.15% 167
2024
Q4 		$1.17M Sell
26,578
-2,587
-9% -$120K 0.16% 153
2024
Q3 		$1.4M Sell
29,165
-12
-0% -$534 0.19% 128
2024
Q2 		$1.28M Buy
29,177
+4,570
+19% +$197K 0.19% 124
2024
Q1 		$1.03M Buy
24,607
+622
+3% +$25.4K 0.16% 144
2023
Q4 		$986K Sell
23,985
-3,187
-12% -$126K 0.19% 133
2023
Q3 		$1.07M Sell
27,172
-39,326
-59% -$1.61M 0.22% 119
2023
Q2 		$2.71M Sell
66,498
-2,841
-4% -$115K 0.51% 39
2023
Q1 		$2.8M Buy
69,339
+6,938
+11% +$283K 0.57% 31
2022
Q4 		$2.43M Buy
62,401
+6,874
+12% +$262K 0.33% 36
2022
Q3 		$2.03M Buy
55,527
+4,825
+10% +$196K 0.49% 42
2022
Q2 		$2.11M Buy
50,702
+5,503
+12% +$238K 0.43% 43
2022
Q1 		$2.08M Buy
45,199
+6,505
+17% +$313K 0.37% 51
2021
Q4 		$1.91M Buy
38,694
+5,108
+15% +$258K 0.32% 61
2021
Q3 		$1.68M Buy
33,586
+15,242
+83% +$788K 0.3% 66
2021
Q2 		$996K Sell
18,344
-4,837
-21% -$258K 0.18% 127
2021
Q1 		$1.21M Buy
23,181
+441
+2% +$23.5K 0.28% 81
2020
Q4 		$1.14M Buy
22,740
+829
+4% +$38.9K 0.29% 77
2020
Q3 		$947K Sell
21,911
-3,145
-13% -$137K 0.31% 67
2020
Q2 		$992K Hold
25,056
– – 0.38% 54
2020
Q1 		$841K Buy
25,056
+2,558
+11% +$104K 0.38% 52
2019
Q4 		$1M Buy
22,498
+1,913
+9% +$81K 0.38% 49
2019
Q3 		$829K Buy
20,585
+487
+2% +$20.1K 0.37% 52
2019
Q2 		$867K Buy
20,098
+13,110
+188% +$552K 0.37% 47
2019
Q1 		$297K Buy
6,988
+1,125
+19% +$46.3K 0.15% 124
2018
Q4 		$223K Sell
5,863
-545
-9% -$21.1K 0.15% 117
2018
Q3 		$263K Buy
6,408
+1,543
+32% +$64.9K 0.16% 93
2018
Q2 		$205K Sell
4,865
-3,375
-41% -$152K 0.22% 73
2018
Q1 		$381K Buy
8,240
+115
+1% +$5.51K 0.28% 76
2017
Q4 		$386K Buy
8,125
+992
+14% +$44.3K 0.29% 76
2017
Q3 		$315K Buy
7,133
+320
+5% +$13.8K 0.28% 72
2017
Q2 		$279K Buy
6,813
+653
+11% +$26.5K 0.29% 66
2017
Q1 		$247K Buy
6,160
+204
+3% +$7.87K 0.26% 67
2016
Q4 		$221K Buy
+5,956
New +$218K 0.3% 65

Other funds holding VWO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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

Patriot Financial Group Insurance Agency's VWO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 48% in Q2 2026, selling an estimated $1.01M and leaving 18,187 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #209.

Patriot Financial Group Insurance Agency first reported a position in VWO in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.8M in Q1 2023. 1,918 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 18,187 shares of Vanguard FTSE Emerging Markets ETF worth $1.09M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 17,117 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard FTSE Emerging Markets ETF made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #209 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard FTSE Emerging Markets ETF position peaked at $2.8M in Q1 2023.
  • 1,918 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.