SFP
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Sterling Financial Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sterling Financial 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 		$381K Buy
6,387
+36
+0.6% +$2.12K 0.1% 84
2026
Q1 		$343K Sell
6,351
-207
-3% -$11.6K 0.1% 85
2025
Q4 		$353K Buy
6,558
+76
+1% +$4.13K 0.11% 84
2025
Q3 		$351K Buy
6,482
+218
+3% +$11.2K 0.11% 81
2025
Q2 		$310K Buy
6,264
+15
+0.2% +$696 0.1% 85
2025
Q1 		$283K Hold
6,249
– – 0.1% 90
2024
Q4 		$275K Buy
6,249
+90
+1% +$4.18K 0.1% 90
2024
Q3 		$295K Buy
6,159
+11
+0.2% +$490 0.11% 89
2024
Q2 		$269K Sell
6,148
-3,884
-39% -$167K 0.11% 91
2024
Q1 		$419K Buy
10,032
+3
+0% +$122 0.17% 76
2023
Q4 		$412K Sell
10,029
-4,918
-33% -$195K 0.18% 76
2023
Q3 		$586K Hold
14,947
– – 0.3% 54
2023
Q2 		$608K Sell
14,947
-296
-2% -$11.9K 0.3% 53
2023
Q1 		$616K Buy
15,243
+234
+2% +$9.54K 0.33% 52
2022
Q4 		$585K Buy
15,009
+64
+0.4% +$2.44K 0.35% 51
2022
Q3 		$545K Sell
14,945
-3,073
-17% -$125K 0.38% 51
2022
Q2 		$750K Buy
18,018
+855
+5% +$36.9K 0.53% 38
2022
Q1 		$792K Buy
17,163
+549
+3% +$26.4K 0.5% 38
2021
Q4 		$822K Buy
16,614
+130
+0.8% +$6.56K 0.51% 36
2021
Q3 		$824K Buy
16,484
+242
+1% +$12.5K 0.52% 34
2021
Q2 		$882K Buy
16,242
+124
+0.8% +$6.61K 0.57% 34
2021
Q1 		$839K Buy
16,118
+990
+7% +$52.7K 0.6% 31
2020
Q4 		$758K Buy
+15,128
New +$711K 0.61% 30

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

Sterling Financial Planning's VWO Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.57% in Q2 2026, buying an estimated $2.12K and bringing the position to 6,387 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #84.

Sterling Financial Planning first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $882K in Q2 2021. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Sterling Financial Planning held 6,387 shares of Vanguard FTSE Emerging Markets ETF worth $381K as of Q2 2026.
  • Sterling Financial Planning bought 36 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.12K.
  • Vanguard FTSE Emerging Markets ETF made up 0.1% of Sterling Financial Planning's portfolio in Q2 2026, its #84 holding.
  • Sterling Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's Vanguard FTSE Emerging Markets ETF position peaked at $882K in Q2 2021.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.