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

Roth Financial Partners’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
Q3 		$1.77M Sell
29,918
-1,220
-4% -$72.8K 0.53% 17
2026
Q2 		$1.86M Sell
31,138
-24
-0.1% -$1.41K 0.55% 16
2026
Q1 		$1.68M Sell
31,162
-5,215
-14% -$292K 0.58% 15
2025
Q4 		$1.96M Sell
36,377
-26
-0.1% -$1.41K 0.65% 14
2025
Q3 		$1.97M Buy
36,403
+355
+1% +$18.3K 0.66% 14
2025
Q2 		$1.78M Sell
36,048
-2,132
-6% -$98.9K 0.64% 14
2025
Q1 		$1.73M Buy
38,180
+1,416
+4% +$63.7K 0.68% 14
2024
Q4 		$1.62M Sell
36,764
-1,297
-3% -$60.3K 0.64% 14
2024
Q3 		$1.82M Sell
38,061
-5,589
-13% -$249K 0.73% 14
2024
Q2 		$1.91M Sell
43,650
-20,971
-32% -$903K 0.82% 13
2024
Q1 		$2.7M Sell
64,621
-25,620
-28% -$1.05M 1.2% 12
2023
Q4 		$3.71M Sell
90,241
-50,167
-36% -$1.99M 1.9% 10
2023
Q3 		$5.51M Sell
140,408
-405
-0.3% -$16.5K 3.44% 8
2023
Q2 		$5.73M Buy
140,813
+2,548
+2% +$103K 3.59% 8
2023
Q1 		$5.59M Buy
138,265
+5,448
+4% +$222K 3.72% 8
2022
Q4 		$5.18M Buy
132,817
+8,264
+7% +$315K 3.74% 8
2022
Q3 		$4.54M Buy
124,553
+16,129
+15% +$655K 3.64% 8
2022
Q2 		$4.52M Sell
108,424
-10,390
-9% -$449K 3.61% 8
2022
Q1 		$5.49M Sell
118,814
-2,776
-2% -$134K 3.96% 8
2021
Q4 		$6.01M Buy
121,590
+13,840
+13% +$698K 4.28% 7
2021
Q3 		$5.39M Buy
107,750
+5,714
+6% +$295K 4.18% 7
2021
Q2 		$5.54M Buy
102,036
+2,189
+2% +$117K 4.27% 6
2021
Q1 		$5.2M Buy
99,847
+4,377
+5% +$233K 4.3% 6
2020
Q4 		$4.78M Buy
+95,470
New +$4.49M 4.74% 5

Other funds holding VWO

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Roth Financial Partners's VWO Position: Q3 2026 in Review

Roth Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.9% in Q3 2026, selling an estimated $72.8K and leaving 29,918 shares worth $1.77M. The position accounts for 0.53% of the portfolio, ranked #17.

Roth Financial Partners first reported a position in VWO in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.01M in Q4 2021. 160 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Roth Financial Partners held 29,918 shares of Vanguard FTSE Emerging Markets ETF worth $1.77M as of Q3 2026.
  • Roth Financial Partners sold 1,220 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $72.8K.
  • Vanguard FTSE Emerging Markets ETF made up 0.53% of Roth Financial Partners's portfolio in Q3 2026, its #17 holding.
  • Roth Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • Roth Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $6.01M in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.