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

Portland Financial Advisors’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	$603K	Buy	10,094 +550	+6%	+$32.3K	1.1%	28
2026 Q1	$516K	Buy	9,544 +95	+1%	+$5.32K	1.07%	34
2025 Q4	$508K	Hold	9,449	–	–	1.08%	32
2025 Q3	$512K	Buy	9,449 +50	+0.5%	+$2.58K	1.09%	30
2025 Q2	$465K	Buy	9,399 +105	+1%	+$4.87K	1.12%	33
2025 Q1	$421K	Buy	9,294 +1,930	+26%	+$86.9K	1.08%	36
2024 Q4	$324K	Buy	+7,364	New	+$342K	0.87%	44

Other funds holding VWO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Portland Financial Advisors's VWO Position: Q2 2026 in Review

Portland Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.8% in Q2 2026, buying an estimated $32.3K and bringing the position to 10,094 shares worth $603K. The position accounts for 1.1% of the portfolio, ranked #28.

Portland Financial Advisors first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Portland Financial Advisors held 10,094 shares of Vanguard FTSE Emerging Markets ETF worth $603K as of Q2 2026.
Portland Financial Advisors bought 550 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $32.3K.
Vanguard FTSE Emerging Markets ETF made up 1.1% of Portland Financial Advisors's portfolio in Q2 2026, its #28 holding.
Portland Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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