PF
VWO icon

PlanVest Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

PlanVest 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
Q2 		$2.67M Buy
44,777
+593
+1% +$34.9K 1.79% 16
2026
Q1 		$2.39M Buy
+44,184
New +$2.48M 1.82% 15

Other funds holding VWO

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

PlanVest Financial's VWO Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.3% in Q2 2026, buying an estimated $34.9K and bringing the position to 44,777 shares worth $2.67M. The position accounts for 1.79% of the portfolio, ranked #16.

PlanVest Financial first reported a position in VWO in Q1 2026 and has held it in 2 quarters since. 2,509 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • PlanVest Financial held 44,777 shares of Vanguard FTSE Emerging Markets ETF worth $2.67M as of Q2 2026.
  • PlanVest Financial bought 593 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $34.9K.
  • Vanguard FTSE Emerging Markets ETF made up 1.79% of PlanVest Financial's portfolio in Q2 2026, its #16 holding.
  • PlanVest Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.