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Retirement Planning Company of New England’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Retirement Planning Company of New England’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 		$300K Sell
5,020
-45
-0.9% -$2.65K 0.11% 205
2026
Q1 		$274K Buy
5,065
+200
+4% +$11.2K 0.11% 202
2025
Q4 		$262K Buy
4,865
+232
+5% +$12.6K 0.1% 207
2025
Q3 		$251K Sell
4,633
-114
-2% -$5.87K 0.1% 210
2025
Q2 		$235K Sell
4,747
-92
-2% -$4.27K 0.1% 211
2025
Q1 		$219K Hold
4,839
– – 0.11% 210
2024
Q4 		$213K Buy
4,839
+12
+0.2% +$558 0.1% 216
2024
Q3 		$231K Buy
4,827
+1
+0% +$45 0.12% 196
2024
Q2 		$211K Sell
4,826
-298
-6% -$12.8K 0.11% 199
2024
Q1 		$214K Sell
5,124
-186
-4% -$7.59K 0.12% 205
2023
Q4 		$218K Sell
5,310
-282
-5% -$11.2K 0.1% 205
2023
Q3 		$219K Sell
5,592
-2,047
-27% -$83.6K 0.12% 180
2023
Q2 		$311K Sell
7,639
-389
-5% -$15.7K 0.18% 155
2023
Q1 		$324K Sell
8,028
-341
-4% -$13.9K 0.2% 149
2022
Q4 		$326K Sell
8,369
-1,393
-14% -$53.1K 0.21% 141
2022
Q3 		$356K Sell
9,762
-941
-9% -$38.2K 0.26% 119
2022
Q2 		$445K Sell
10,703
-303
-3% -$13.1K 0.3% 106
2022
Q1 		$507K Sell
11,006
-381
-3% -$18.3K 0.29% 110
2021
Q4 		$563K Buy
+11,387
New +$574K 0.27% 100

Other funds holding VWO

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Company of New England's VWO Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.89% in Q2 2026, selling an estimated $2.65K and leaving 5,020 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #205.

Retirement Planning Company of New England first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $563K in Q4 2021. 2,148 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Retirement Planning Company of New England held 5,020 shares of Vanguard FTSE Emerging Markets ETF worth $300K as of Q2 2026.
  • Retirement Planning Company of New England sold 45 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.65K.
  • Vanguard FTSE Emerging Markets ETF made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #205 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Vanguard FTSE Emerging Markets ETF position peaked at $563K in Q4 2021.
  • 2,148 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.