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

Strategic Financial Partners’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 		$4.15M Sell
69,598
-17,213
-20% -$1.01M 1.57% 19
2026
Q1 		$4.69M Sell
86,811
-363
-0.4% -$20.3K 2.03% 10
2025
Q4 		$4.69M Sell
87,174
-2,055
-2% -$112K 2.03% 11
2025
Q3 		$4.83M Sell
89,229
-67,837
-43% -$3.5M 2.21% 10
2025
Q2 		$7.77M Buy
157,066
+100,842
+179% +$4.68M 3.61% 8
2025
Q1 		$2.54M Sell
56,224
-91,802
-62% -$4.13M 1.34% 18
2024
Q4 		$6.52M Buy
148,026
+96,909
+190% +$4.5M 3.33% 8
2024
Q3 		$2.45M Sell
51,117
-89,582
-64% -$3.99M 1.25% 19
2024
Q2 		$6.16M Buy
140,699
+29,259
+26% +$1.26M 3.39% 8
2024
Q1 		$4.65M Sell
111,440
-53,546
-32% -$2.19M 2.58% 9
2023
Q4 		$6.78M Buy
164,986
+117,052
+244% +$4.64M 3.94% 7
2023
Q3 		$1.88M Sell
47,934
-35,722
-43% -$1.46M 1.14% 20
2023
Q2 		$3.4M Sell
83,656
-38,196
-31% -$1.54M 1.94% 13
2023
Q1 		$4.92M Buy
121,852
+86,763
+247% +$3.54M 3.01% 10
2022
Q4 		$1.37M Sell
35,089
-23
-0.1% -$877 0.83% 22
2022
Q3 		$1.28M Buy
35,112
+5,014
+17% +$204K 0.82% 18
2022
Q2 		$1.25M Sell
30,098
-98,786
-77% -$4.26M 0.73% 19
2022
Q1 		$5.95M Buy
128,884
+58,123
+82% +$2.8M 3.03% 8
2021
Q4 		$3.5M Buy
70,761
+52,492
+287% +$2.65M 1.72% 12
2021
Q3 		$914K Buy
18,269
+1,703
+10% +$88K 0.49% 29
2021
Q2 		$900K Sell
16,566
-207
-1% -$11K 0.5% 26
2021
Q1 		$873K Buy
16,773
+890
+6% +$47.4K 0.52% 26
2020
Q4 		$796K Sell
15,883
-161
-1% -$7.56K 0.52% 26
2020
Q3 		$694K Sell
16,044
-573
-3% -$24.9K 0.54% 27
2020
Q2 		$658K Sell
16,617
-4,257
-20% -$158K 0.55% 28
2020
Q1 		$700K Sell
20,874
-9,501
-31% -$387K 0.74% 25
2019
Q4 		$1.35M Buy
+30,375
New +$1.29M 1.11% 16

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

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

Strategic Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q2 2026, selling an estimated $1.01M and leaving 69,598 shares worth $4.15M. The position accounts for 1.57% of the portfolio, ranked #19.

Strategic Financial Partners first reported a position in VWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.77M in Q2 2025. 2,611 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Strategic Financial Partners held 69,598 shares of Vanguard FTSE Emerging Markets ETF worth $4.15M as of Q2 2026.
  • Strategic Financial Partners sold 17,213 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard FTSE Emerging Markets ETF made up 1.57% of Strategic Financial Partners's portfolio in Q2 2026, its #19 holding.
  • Strategic Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $7.77M in Q2 2025.
  • 2,611 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.