Plan Group Financial
VWO icon

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
Q3 		$349K Sell
5,995
-57,212
-91% -$3.42M 0.07% 160
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

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Plan Group Financial's VWO Position: Q3 2026 in Review

Plan Group Financial reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 91% in Q3 2026, selling an estimated $3.42M and leaving 5,995 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #160.

Plan Group Financial first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.31M in Q3 2025. 913 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Plan Group Financial held 5,995 shares of Vanguard FTSE Emerging Markets ETF worth $349K as of Q3 2026.
  • Plan Group Financial sold 57,212 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $3.42M.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Plan Group Financial's portfolio in Q3 2026, its #160 holding.
  • Plan Group Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Plan Group Financial's Vanguard FTSE Emerging Markets ETF position peaked at $4.31M in Q3 2025.
  • 913 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.