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Planning Directions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Planning Directions’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 		$385K Buy
7,115
+2,033
+40% +$114K 0.19% 65
2025
Q4 		$273K Buy
5,082
+844
+20% +$45.8K 0.14% 76
2025
Q3 		$230K Buy
4,238
+27
+0.6% +$1.39K 0.12% 84
2025
Q2 		$208K Sell
4,211
-5,959
-59% -$276K 0.12% 81
2025
Q1 		$460K Buy
+10,170
New +$458K 0.2% 68
2022
Q3 		– Sell
-4,931
Closed -$205K – 72
2022
Q2 		$205K Sell
4,931
-432
-8% -$18.7K 0.16% 68
2022
Q1 		$247K Sell
5,363
-467
-8% -$22.5K 0.17% 64
2021
Q4 		$288K Sell
5,830
-64
-1% -$3.23K 0.19% 60
2021
Q3 		$295K Buy
5,894
+32
+0.5% +$1.65K 0.21% 52
2021
Q2 		$318K Sell
5,862
-95
-2% -$5.06K 0.23% 51
2021
Q1 		$310K Buy
5,957
+274
+5% +$14.6K 0.24% 49
2020
Q4 		$285K Sell
5,683
-115
-2% -$5.4K 0.23% 50
2020
Q3 		$251K Buy
5,798
+19
+0.3% +$826 0.22% 50
2020
Q2 		$229K Buy
+5,779
New +$214K 0.21% 53
2018
Q4 		– Sell
-6,822
Closed -$280K – 57
2018
Q3 		$280K Sell
6,822
-71
-1% -$2.99K 0.26% 42
2018
Q2 		$291K Sell
6,893
-413
-6% -$18.7K 0.28% 42
2018
Q1 		$343K Buy
+7,306
New +$350K 0.34% 38

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planning Directions's VWO Position: Q1 2026 in Review

Planning Directions increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 40% in Q1 2026, buying an estimated $114K and bringing the position to 7,115 shares worth $385K. The position accounts for 0.19% of the portfolio, ranked #65.

Planning Directions first reported a position in VWO in Q1 2018 and has held it in 17 quarters since. The position peaked at $460K in Q1 2025. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Planning Directions held 7,115 shares of Vanguard FTSE Emerging Markets ETF worth $385K as of Q1 2026.
  • Planning Directions bought 2,033 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $114K.
  • Vanguard FTSE Emerging Markets ETF made up 0.19% of Planning Directions's portfolio in Q1 2026, its #65 holding.
  • Planning Directions first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 17 quarters since.
  • Planning Directions's Vanguard FTSE Emerging Markets ETF position peaked at $460K in Q1 2025.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.