Plan Group Financial’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Plan Group Financial’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.64M	Buy	104,671 +2,301	+2%	+$151K	1.3%	24
2026 Q2	$6.88M	Buy	102,370 +16,956	+20%	+$1.13M	1.42%	20
2026 Q1	$5.61M	Buy	85,414 +5,797	+7%	+$390K	1.32%	23
2025 Q4	$5.37M	Buy	79,617 +15,255	+24%	+$1.03M	1.39%	21
2025 Q3	$4.31M	Buy	64,362 +25,131	+64%	+$1.66M	1.16%	28
2025 Q2	$2.56M	Buy	39,231 +21,639	+123%	+$1.38M	0.84%	37
2025 Q1	$1.13M	Buy	+17,592	New	+$1.13M	0.4%	66
2024 Q3	–	Sell	-3,274	Closed	-$206K	–	120
2024 Q2	$206K	Buy	+3,274	New	+$207K	0.13%	92

Other funds holding VWOB

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Plan Group Financial increased its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 2.2% in Q3 2026, buying an estimated $151K and bringing the position to 104,671 shares worth $6.64M. The position accounts for 1.3% of the portfolio, ranked #24.

Plan Group Financial first reported a position in VWOB in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.88M in Q2 2026. 112 funds tracked by Wall St. Rank hold VWOB as of Q3 2026.

Plan Group Financial held 104,671 shares of Vanguard Emerging Markets Government Bond ETF worth $6.64M as of Q3 2026.
Plan Group Financial bought 2,301 Vanguard Emerging Markets Government Bond ETF shares in Q3 2026, an estimated $151K.
Vanguard Emerging Markets Government Bond ETF made up 1.3% of Plan Group Financial's portfolio in Q3 2026, its #24 holding.
Plan Group Financial first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2024 and has held it in 8 quarters since.
Plan Group Financial's Vanguard Emerging Markets Government Bond ETF position peaked at $6.88M in Q2 2026.
112 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q3 2026.

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