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

Phoenix Financial’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	$4.77M	Buy	88,353 +2,905	+3%	+$163K	0.05%	123
2025 Q4	$4.59M	Buy	85,448 +2,663	+3%	+$145K	0.05%	137
2025 Q3	$4.48M	Buy	82,785 +16,227	+24%	+$836K	0.05%	136
2025 Q2	$3.29M	Sell	66,558 -1,333	-2%	-$61.8K	0.04%	154
2025 Q1	$3.07M	Sell	67,891 -36,902	-35%	-$1.66M	0.05%	156
2024 Q4	$4.61M	Buy	104,793 +1,004	+1%	+$46.7K	0.06%	138
2024 Q3	$4.97M	Sell	103,789 -818	-0.8%	-$36.4K	0.07%	135
2024 Q2	$4.58M	Buy	104,607 +10,096	+11%	+$435K	0.07%	145
2024 Q1	$3.95M	Buy	+94,511	New	+$3.86M	0.05%	154
2022 Q3	–	Sell	-45,702	Closed	-$1.99M	–	374
2022 Q2	$1.99M	Buy	+45,702	New	+$1.97M	0.04%	166

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Phoenix Financial's VWO Position: Q1 2026 in Review

Phoenix Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.4% in Q1 2026, buying an estimated $163K and bringing the position to 88,353 shares worth $4.77M. The position accounts for 0.05% of the portfolio, ranked #123.

Phoenix Financial first reported a position in VWO in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.97M in Q3 2024. 2,543 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Phoenix Financial held 88,353 shares of Vanguard FTSE Emerging Markets ETF worth $4.77M as of Q1 2026.
Phoenix Financial bought 2,905 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $163K.
Vanguard FTSE Emerging Markets ETF made up 0.05% of Phoenix Financial's portfolio in Q1 2026, its #123 holding.
Phoenix Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 10 quarters since.
Phoenix Financial's Vanguard FTSE Emerging Markets ETF position peaked at $4.97M in Q3 2024.
2,543 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.