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 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Plan Group Financial increased its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 20% in Q2 2026, buying an estimated $1.13M and bringing the position to 102,370 shares worth $6.88M. The position accounts for 1.42% of the portfolio, ranked #20.

Plan Group Financial first reported a position in VWOB in Q2 2024 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold VWOB as of Q2 2026.

Plan Group Financial held 102,370 shares of Vanguard Emerging Markets Government Bond ETF worth $6.88M as of Q2 2026.
Plan Group Financial bought 16,956 Vanguard Emerging Markets Government Bond ETF shares in Q2 2026, an estimated $1.13M.
Vanguard Emerging Markets Government Bond ETF made up 1.42% of Plan Group Financial's portfolio in Q2 2026, its #20 holding.
Plan Group Financial first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2024 and has held it in 7 quarters since.
457 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2026.

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