Strategic Financial Concepts’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Strategic Financial Concepts’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	$218K	Sell	3,924 -988	-20%	-$58.1K	0.06%	221
2026 Q1	$275K	Buy	+4,912	New	+$275K	0.07%	224
2025 Q3	–	Sell	-10,584	Closed	-$524K	–	322
2025 Q2	$524K	Sell	10,584 -31,923	-75%	-$1.48M	0.07%	140
2025 Q1	$1.92M	Sell	42,507 -5,122	-11%	-$231K	0.36%	64
2024 Q4	$2.1M	Buy	47,629 +17,153	+56%	+$797K	0.4%	63
2024 Q3	$1.46M	Sell	30,476 -1,179,030	-97%	-$52.5M	0.46%	46
2024 Q2	$58K	Buy	1,209,506 +1,188,171	+5,569%	+$51.2M	0.03%	231
2024 Q1	$891K	Buy	+21,335	New	+$871K	0.21%	109

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

Strategic Financial Concepts's VWO Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q2 2026, selling an estimated $58.1K and leaving 3,924 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #221.

Strategic Financial Concepts first reported a position in VWO in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q4 2024. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Strategic Financial Concepts held 3,924 shares of Vanguard FTSE Emerging Markets ETF worth $218K as of Q2 2026.
Strategic Financial Concepts sold 988 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $58.1K.
Vanguard FTSE Emerging Markets ETF made up 0.06% of Strategic Financial Concepts's portfolio in Q2 2026, its #221 holding.
Strategic Financial Concepts first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and has held it in 8 quarters since.
Strategic Financial Concepts's Vanguard FTSE Emerging Markets ETF position peaked at $2.1M in Q4 2024.
2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.