SFP
VWO icon

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

Strategic 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 		$18.8M Buy
+315,363
New +$18.5M 9.82% 3
2026
Q1 		– Sell
-312,660
Closed -$16.8M – 66
2025
Q4 		$16.8M Buy
312,660
+3,084
+1% +$168K 9.56% 3
2025
Q3 		$16.8M Buy
309,576
+2,702
+0.9% +$139K 9.72% 3
2025
Q2 		$15.2M Buy
306,874
+5,945
+2% +$276K 9.45% 4
2025
Q1 		$13.6M Buy
300,929
+3,658
+1% +$165K 9.39% 4
2024
Q4 		$13.1M Buy
297,271
+12,661
+4% +$588K 8.92% 3
2024
Q3 		$13.6M Buy
284,610
+602
+0.2% +$26.8K 9% 3
2024
Q2 		$12.4M Buy
284,008
+25,673
+10% +$1.11M 8.96% 4
2024
Q1 		$10.8M Buy
258,335
+13,618
+6% +$556K 8.07% 4
2023
Q4 		$10.1M Sell
244,717
-4,726
-2% -$187K 7.86% 4
2023
Q3 		$9.78M Buy
249,443
+7,590
+3% +$310K 9.01% 4
2023
Q2 		$9.84M Buy
241,853
+13,304
+6% +$536K 8.71% 4
2023
Q1 		$9.23M Buy
228,549
+4,482
+2% +$183K 8.44% 4
2022
Q4 		$8.73M Buy
224,067
+57,703
+35% +$2.2M 8.46% 4
2022
Q3 		$6.07M Sell
166,364
-31,510
-16% -$1.28M 6.32% 5
2022
Q2 		$8.24M Buy
197,874
+30,288
+18% +$1.31M 7.93% 4
2022
Q1 		$7.73M Sell
167,586
-33,547
-17% -$1.61M 6.43% 5
2021
Q4 		$9.95M Sell
201,133
-529
-0.3% -$26.7K 7.15% 4
2021
Q3 		$10.1M Buy
201,662
+13,700
+7% +$708K 7.38% 4
2021
Q2 		$10.2M Buy
187,962
+384
+0.2% +$20.5K 7.37% 4
2021
Q1 		$9.76M Buy
187,578
+25,141
+15% +$1.34M 7.28% 4
2020
Q4 		$8.14M Buy
162,437
+6,386
+4% +$300K 7.13% 4
2020
Q3 		$6.75M Sell
156,051
-1,779
-1% -$77.3K 7.02% 4
2020
Q2 		$6.25M Sell
157,830
-92,819
-37% -$3.44M 6.96% 4
2020
Q1 		$8.41M Buy
250,649
+234,242
+1,428% +$9.55M 11.14% 3
2019
Q4 		$730K Buy
+16,407
New +$695K 0.71% 21

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 Planning's VWO Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 315,363 shares worth $18.8M. The stake represents 9.82% of the portfolio and ranks #3 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in VWO as recently as Q4 2025.

Strategic Financial Planning first reported a position in VWO in Q4 2019 and has held it in 26 quarters since. 2,594 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Strategic Financial Planning held 315,363 shares of Vanguard FTSE Emerging Markets ETF worth $18.8M as of Q2 2026.
  • Vanguard FTSE Emerging Markets ETF was a new Strategic Financial Planning position in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 9.82% of Strategic Financial Planning's portfolio in Q2 2026, its #3 holding.
  • Strategic Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,594 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.