Peak Retirement Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Peak Retirement 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	$18.9M	Sell	317,385 -116,260	-27%	-$6.83M	3%	4
2026 Q1	$23.4M	Buy	433,645 +72,987	+20%	+$4.09M	4.67%	3
2025 Q4	$19.4M	Buy	360,658 +154,604	+75%	+$8.4M	4.54%	4
2025 Q3	$11.2M	Buy	206,054 +75,108	+57%	+$3.87M	3.14%	7
2025 Q2	$6.48M	Buy	130,946 +84,277	+181%	+$3.91M	2.61%	9
2025 Q1	$2.11M	Buy	46,669 +11,460	+33%	+$516K	1.17%	21
2024 Q4	$1.55M	Buy	+35,209	New	+$1.64M	1.05%	22

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Peak Retirement Planning's VWO Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 27% in Q2 2026, selling an estimated $6.83M and leaving 317,385 shares worth $18.9M. The position accounts for 3% of the portfolio, ranked #4.

Peak Retirement Planning first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.4M in Q1 2026. 2,594 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Peak Retirement Planning held 317,385 shares of Vanguard FTSE Emerging Markets ETF worth $18.9M as of Q2 2026.
Peak Retirement Planning sold 116,260 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $6.83M.
Vanguard FTSE Emerging Markets ETF made up 3% of Peak Retirement Planning's portfolio in Q2 2026, its #4 holding.
Peak Retirement Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's Vanguard FTSE Emerging Markets ETF position peaked at $23.4M in Q1 2026.
2,594 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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