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 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 $1.37T 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 $45.6B AUM 18.83% 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 $374B AUM 17.66% 1-Year Est. Return

Plan Group Financial's VWO Position: Q1 2026 in Review

Plan Group Financial reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 40% in Q1 2026, selling an estimated $974K and leaving 26,506 shares worth $1.43M. The position accounts for 0.34% of the portfolio, ranked #73.

Plan Group Financial first reported a position in VWO in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.31M in Q3 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Plan Group Financial held 26,506 shares of Vanguard FTSE Emerging Markets ETF worth $1.43M as of Q1 2026.
Plan Group Financial sold 17,395 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $974K.
Vanguard FTSE Emerging Markets ETF made up 0.34% of Plan Group Financial's portfolio in Q1 2026, its #73 holding.
Plan Group Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 9 quarters since.
Plan Group Financial's Vanguard FTSE Emerging Markets ETF position peaked at $4.31M in Q3 2025.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.