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

Plan Group 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 Q2	$3.77M	Buy	63,207 +36,701	+138%	+$2.16M	0.78%	40
2026 Q1	$1.43M	Sell	26,506 -17,395	-40%	-$974K	0.34%	73
2025 Q4	$2.36M	Sell	43,901 -35,606	-45%	-$1.93M	0.61%	48
2025 Q3	$4.31M	Buy	79,507 +39,369	+98%	+$2.03M	1.16%	27
2025 Q2	$1.99M	Buy	+40,138	New	+$1.86M	0.65%	48
2025 Q1	–	Sell	-20,046	Closed	-$883K	–	158
2024 Q4	$883K	Sell	20,046 -575	-3%	-$26.7K	0.47%	51
2024 Q3	$987K	Sell	20,621 -2,511	-11%	-$112K	0.52%	43
2024 Q2	$1.01M	Sell	23,132 -2,158	-9%	-$93K	0.62%	32
2024 Q1	$1.06M	Buy	25,290 +3,750	+17%	+$153K	0.69%	32
2023 Q4	$885K	Buy	+21,540	New	+$854K	0.78%	26

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

Plan Group Financial's VWO Position: Q2 2026 in Review

Plan Group Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 138% in Q2 2026, buying an estimated $2.16M and bringing the position to 63,207 shares worth $3.77M. The position accounts for 0.78% of the portfolio, ranked #40.

Plan Group Financial first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.31M in Q3 2025. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Plan Group Financial held 63,207 shares of Vanguard FTSE Emerging Markets ETF worth $3.77M as of Q2 2026.
Plan Group Financial bought 36,701 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.16M.
Vanguard FTSE Emerging Markets ETF made up 0.78% of Plan Group Financial's portfolio in Q2 2026, its #40 holding.
Plan Group Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Plan Group Financial's Vanguard FTSE Emerging Markets ETF position peaked at $4.31M in Q3 2025.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.