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

Sovereign Financial 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
Q2 		$14.2M Buy
237,510
+3,441
+1% +$202K 2.17% 9
2026
Q1 		$12.7M Buy
234,069
+19,001
+9% +$1.06M 2.2% 9
2025
Q4 		$11.6M Buy
215,068
+10,179
+5% +$553K 1.99% 11
2025
Q3 		$11.1M Buy
204,889
+8,932
+5% +$460K 2.08% 9
2025
Q2 		$9.69M Buy
195,957
+6,246
+3% +$290K 2% 11
2025
Q1 		$8.59M Buy
189,711
+11,221
+6% +$505K 1.98% 11
2024
Q4 		$7.86M Buy
178,490
+2,793
+2% +$130K 1.8% 11
2024
Q3 		$8.41M Buy
175,697
+18,203
+12% +$810K 1.97% 11
2024
Q2 		$6.89M Buy
157,494
+17,510
+13% +$754K 1.72% 11
2024
Q1 		$5.85M Buy
139,984
+7,572
+6% +$309K 1.55% 12
2023
Q4 		$5.44M Buy
132,412
+7,383
+6% +$293K 1.66% 12
2023
Q3 		$4.9M Buy
125,029
+9,783
+8% +$399K 1.75% 12
2023
Q2 		$4.69M Buy
115,246
+20,688
+22% +$834K 1.53% 13
2023
Q1 		$3.82M Buy
94,558
+8,063
+9% +$329K 1.42% 15
2022
Q4 		$3.37M Sell
86,495
-13,345
-13% -$509K 1.33% 16
2022
Q3 		$3.64M Buy
99,840
+10,211
+11% +$415K 1.48% 14
2022
Q2 		$3.73M Buy
89,629
+14,219
+19% +$614K 1.47% 14
2022
Q1 		$3.48M Buy
75,410
+53,267
+241% +$2.56M 1.29% 17
2021
Q4 		$1.09M Buy
22,143
+9,900
+81% +$499K 0.44% 58
2021
Q3 		$612K Buy
12,243
+7,978
+187% +$412K 0.35% 73
2021
Q2 		$222K Hold
4,265
– – 0.13% 150
2021
Q1 		$222K Buy
+4,265
New +$227K 0.14% 150

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Sovereign Financial Group's VWO Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.5% in Q2 2026, buying an estimated $202K and bringing the position to 237,510 shares worth $14.2M. The position accounts for 2.17% of the portfolio, ranked #9.

Sovereign Financial Group first reported a position in VWO in Q1 2021 and has held it in 22 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Sovereign Financial Group held 237,510 shares of Vanguard FTSE Emerging Markets ETF worth $14.2M as of Q2 2026.
  • Sovereign Financial Group bought 3,441 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $202K.
  • Vanguard FTSE Emerging Markets ETF made up 2.17% of Sovereign Financial Group's portfolio in Q2 2026, its #9 holding.
  • Sovereign Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.