Sound Financial Strategies Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sound Financial Strategies Group’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	–	Sell	-90,372	Closed	-$4.86M	–	125
2025 Q4	$4.86M	Buy	90,372 +13,291	+17%	+$722K	3.43%	4
2025 Q3	$4.18M	Buy	77,081 +69,731	+949%	+$3.59M	3.05%	4
2025 Q2	$364K	Sell	7,350 -10,086	-58%	-$468K	0.31%	86
2025 Q1	$789K	Buy	17,436 +7,662	+78%	+$345K	0.7%	32
2024 Q4	$430K	Buy	+9,774	New	+$454K	0.36%	74

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Financial Strategies Group's VWO Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026, closing a stake of 90,372 shares — an estimated $4.86M sold.

Sound Financial Strategies Group first reported a position in VWO in Q4 2024 and held it in 5 quarters. The position peaked at $4.86M in Q4 2025. 2,549 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Sound Financial Strategies Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
Sound Financial Strategies Group sold 90,372 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $4.86M.
Sound Financial Strategies Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and held it in 5 quarters.
Sound Financial Strategies Group's Vanguard FTSE Emerging Markets ETF position peaked at $4.86M in Q4 2025.
2,549 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.