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

Retirement Financial Solutions’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 		$16.2M Buy
300,115
+7,240
+2% +$406K 4.64% 7
2025
Q4 		$15.7M Buy
292,875
+1,103
+0.4% +$59.9K 4.61% 11
2025
Q3 		$15.8M Buy
+291,772
New +$15M 4.95% 7
2023
Q1 		– Sell
-150
Closed -$5.85K – 257
2022
Q4 		$5.85K Buy
+150
New +$5.72K 0.01% 167

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

Retirement Financial Solutions's VWO Position: Q1 2026 in Review

Retirement Financial Solutions increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.5% in Q1 2026, buying an estimated $406K and bringing the position to 300,115 shares worth $16.2M. The position accounts for 4.64% of the portfolio, ranked #7.

Retirement Financial Solutions first reported a position in VWO in Q4 2022 and has held it in 4 quarters since. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Retirement Financial Solutions held 300,115 shares of Vanguard FTSE Emerging Markets ETF worth $16.2M as of Q1 2026.
  • Retirement Financial Solutions bought 7,240 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $406K.
  • Vanguard FTSE Emerging Markets ETF made up 4.64% of Retirement Financial Solutions's portfolio in Q1 2026, its #7 holding.
  • Retirement Financial Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 4 quarters since.
  • 2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.