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

Stonebridge Financial Planning 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 		$1.94M Buy
32,447
+1,180
+4% +$69.4K 0.62% 48
2026
Q1 		$1.69M Buy
31,267
+606
+2% +$33.9K 0.62% 50
2025
Q4 		$1.65M Buy
30,661
+1,868
+6% +$101K 0.6% 57
2025
Q3 		$1.56M Buy
28,793
+400
+1% +$20.6K 0.59% 54
2025
Q2 		$1.4M Sell
28,393
-480
-2% -$22.3K 0.59% 55
2025
Q1 		$1.31M Buy
28,873
+118
+0.4% +$5.31K 0.6% 51
2024
Q4 		$1.27M Buy
28,755
+6,321
+28% +$294K 0.57% 53
2024
Q3 		$1.07M Buy
22,434
+848
+4% +$37.8K 0.51% 57
2024
Q2 		$945K Buy
21,586
+2,860
+15% +$123K 0.47% 59
2024
Q1 		$782K Buy
18,726
+3,117
+20% +$127K 0.41% 70
2023
Q4 		$642K Buy
+15,609
New +$619K 0.37% 73

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

Stonebridge Financial Planning Group's VWO Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.8% in Q2 2026, buying an estimated $69.4K and bringing the position to 32,447 shares worth $1.94M. The position accounts for 0.62% of the portfolio, ranked #48.

Stonebridge Financial Planning Group first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Stonebridge Financial Planning Group held 32,447 shares of Vanguard FTSE Emerging Markets ETF worth $1.94M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 1,180 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $69.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.62% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #48 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.