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Phillips Financial Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Phillips Financial Management’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 		$1.45M Sell
26,915
-4,538
-14% -$254K 0.11% 92
2025
Q4 		$1.69M Sell
31,453
-122
-0.4% -$6.63K 0.11% 90
2025
Q3 		$1.71M Buy
31,575
+5,771
+22% +$297K 0.11% 90
2025
Q2 		$1.28M Sell
25,804
-3,626
-12% -$168K 0.09% 96
2025
Q1 		$1.33M Buy
29,430
+943
+3% +$42.4K 0.1% 94
2024
Q4 		$1.25M Sell
28,487
-5,891
-17% -$274K 0.1% 98
2024
Q3 		$1.64M Sell
34,378
-117
-0.3% -$5.21K 0.13% 90
2024
Q2 		$1.51M Sell
34,495
-538
-2% -$23.2K 0.12% 91
2024
Q1 		$1.46M Sell
35,033
-2,250
-6% -$91.8K 0.12% 92
2023
Q4 		$1.53M Buy
37,283
+615
+2% +$24.4K 0.13% 90
2023
Q3 		$1.44M Buy
36,668
+3,769
+11% +$154K 0.14% 85
2023
Q2 		$1.34M Sell
32,899
-345
-1% -$13.9K 0.12% 87
2023
Q1 		$1.34M Buy
33,244
+283
+0.9% +$11.5K 0.13% 87
2022
Q4 		$1.28M Sell
32,961
-6,716
-17% -$256K 0.13% 85
2022
Q3 		$1.45M Sell
39,677
-10,834
-21% -$440K 0.16% 80
2022
Q2 		$2.1M Buy
50,511
+1,492
+3% +$64.4K 0.23% 67
2022
Q1 		$2.26M Sell
49,019
-7,869
-14% -$379K 0.21% 62
2021
Q4 		$2.81M Buy
56,888
+5,749
+11% +$290K 0.28% 57
2021
Q3 		$2.56M Buy
51,139
+13,799
+37% +$713K 0.26% 58
2021
Q2 		$2.03M Sell
37,340
-1,596
-4% -$85K 0.21% 63
2021
Q1 		$2.03M Sell
38,936
-1,683
-4% -$89.6K 0.25% 58
2020
Q4 		$2.04M Sell
40,619
-831
-2% -$39K 0.28% 54
2020
Q3 		$1.79M Sell
41,450
-1,012
-2% -$44K 0.28% 53
2020
Q2 		$1.68M Buy
42,462
+6,917
+19% +$256K 0.28% 55
2020
Q1 		$1.15M Buy
35,545
+9,246
+35% +$377K 0.23% 60
2019
Q4 		$1.17M Buy
26,299
+7
+0% +$297 0.19% 61
2019
Q3 		$1.06M Sell
26,292
-3,780
-13% -$156K 0.19% 62
2019
Q2 		$1.3M Sell
30,072
-1,484
-5% -$62.4K 0.24% 58
2019
Q1 		$1.36M Sell
31,556
-1,548
-5% -$63.7K 0.26% 57
2018
Q4 		$1.26M Sell
33,104
-3,132
-9% -$121K 0.27% 54
2018
Q3 		$1.49M Sell
36,236
-1,055
-3% -$44.4K 0.31% 48
2018
Q2 		$1.56M Buy
37,291
+3
+0% +$135 0.33% 45
2018
Q1 		$1.72M Buy
37,288
+432
+1% +$20.7K 0.37% 41
2017
Q4 		$1.76M Sell
36,856
-391
-1% -$17.5K 0.37% 41
2017
Q3 		$1.62M Sell
37,247
-505
-1% -$21.9K 0.36% 43
2017
Q2 		$1.61M Buy
37,752
+981
+3% +$39.8K 0.37% 41
2017
Q1 		$1.46M Sell
36,771
-2,356
-6% -$90.9K 0.35% 43
2016
Q4 		$1.46M Buy
39,127
+1,377
+4% +$50.4K 0.36% 43
2016
Q3 		$1.41M Buy
37,750
+46
+0.1% +$1.71K 0.37% 43
2016
Q2 		$1.38M Sell
37,704
-1,784
-5% -$60.9K 0.37% 43
2016
Q1 		$1.37M Sell
39,488
-1,157
-3% -$36.3K 0.38% 42
2015
Q4 		$1.21M Buy
40,645
+1,309
+3% +$45K 0.36% 43
2015
Q3 		$1.36M Sell
39,336
-6,498
-14% -$236K 0.4% 41
2015
Q2 		$1.82M Sell
45,834
-371
-0.8% -$15.9K 0.5% 36
2015
Q1 		$2M Buy
46,205
+227
+0.5% +$9.23K 0.55% 36
2014
Q4 		$1.82M Buy
45,978
+812
+2% +$33.4K 0.52% 38
2014
Q3 		$1.85M Buy
45,166
+116
+0.3% +$5.15K 0.56% 38
2014
Q2 		$1.98M Buy
45,050
+813
+2% +$34.3K 0.59% 37
2014
Q1 		$1.84M Buy
44,237
+2,198
+5% +$85.3K 0.58% 38
2013
Q4 		$1.67M Sell
42,039
-1,981
-5% -$81.7K 0.55% 38
2013
Q3 		$1.83M Sell
44,020
-3,852
-8% -$152K 0.65% 36
2013
Q2 		$1.92M Buy
+47,872
New +$2.01M 0.7% 34

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

Phillips Financial Management's VWO Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 14% in Q1 2026, selling an estimated $254K and leaving 26,915 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #92.

Phillips Financial Management first reported a position in VWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.81M in Q4 2021. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Phillips Financial Management held 26,915 shares of Vanguard FTSE Emerging Markets ETF worth $1.45M as of Q1 2026.
  • Phillips Financial Management sold 4,538 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $254K.
  • Vanguard FTSE Emerging Markets ETF made up 0.11% of Phillips Financial Management's portfolio in Q1 2026, its #92 holding.
  • Phillips Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.81M in Q4 2021.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.