Sequent Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sequent Planning’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	$1.3M	Sell	21,732 -655	-3%	-$38.5K	0.28%	78
2026 Q1	$1.21M	Buy	22,387 +5,865	+35%	+$329K	0.29%	81
2025 Q4	$888K	Buy	16,522 +3,362	+26%	+$183K	0.23%	91
2025 Q3	$713K	Buy	13,160 +2,047	+18%	+$105K	0.2%	96
2025 Q2	$550K	Buy	11,113 +1,030	+10%	+$47.8K	0.17%	85
2025 Q1	$456K	Sell	10,083 -233	-2%	-$10.5K	0.16%	85
2024 Q4	$454K	Sell	10,316 -306	-3%	-$14.2K	0.17%	85
2024 Q3	$508K	Buy	10,622 +4,903	+86%	+$218K	0.18%	90
2024 Q2	$251K	Buy	+5,719	New	+$246K	0.09%	122

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

Sequent Planning's VWO Position: Q2 2026 in Review

Sequent Planning reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.9% in Q2 2026, selling an estimated $38.5K and leaving 21,732 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #78.

Sequent Planning first reported a position in VWO in Q2 2024 and has held it in 9 quarters since. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Sequent Planning held 21,732 shares of Vanguard FTSE Emerging Markets ETF worth $1.3M as of Q2 2026.
Sequent Planning sold 655 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $38.5K.
Vanguard FTSE Emerging Markets ETF made up 0.28% of Sequent Planning's portfolio in Q2 2026, its #78 holding.
Sequent Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.