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

Richardson Financial Services’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	$973K	Sell	17,997 -437	-2%	-$24.5K	0.61%	35
2025 Q4	$2.13M	Buy	18,434 +97	+0.5%	+$5.27K	0.69%	17
2025 Q3	$993K	Sell	18,337 -116	-0.6%	-$5.98K	0.62%	37
2025 Q2	$913K	Buy	18,453 +12,915	+233%	+$599K	0.61%	38
2025 Q1	$251K	Sell	5,538 -12,410	-69%	-$559K	0.19%	128
2024 Q4	$790K	Sell	17,948 -18,414	-51%	-$856K	0.56%	45
2024 Q3	$1.67M	Buy	36,362 +18,414	+103%	+$820K	1.06%	17
2024 Q2	$785K	Buy	17,948 +352	+2%	+$15.2K	0.57%	47
2024 Q1	$736K	Buy	+17,596	New	+$718K	0.52%	51

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Richardson Financial Services's VWO Position: Q1 2026 in Review

Richardson Financial Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.4% in Q1 2026, selling an estimated $24.5K and leaving 17,997 shares worth $973K. The position accounts for 0.61% of the portfolio, ranked #35.

Richardson Financial Services first reported a position in VWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q4 2025. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Richardson Financial Services held 17,997 shares of Vanguard FTSE Emerging Markets ETF worth $973K as of Q1 2026.
Richardson Financial Services sold 437 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $24.5K.
Vanguard FTSE Emerging Markets ETF made up 0.61% of Richardson Financial Services's portfolio in Q1 2026, its #35 holding.
Richardson Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $2.13M in Q4 2025.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.