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Tobias Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Tobias Financial Advisors’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 		$24.1M Buy
403,971
+9,468
+2% +$556K 3.06% 10
2026
Q1 		$21.3M Sell
394,503
-4,559
-1% -$255K 2.97% 10
2025
Q4 		$21.5M Buy
399,062
+22,123
+6% +$1.2M 3.03% 9
2025
Q3 		$20.4M Buy
376,939
+22,355
+6% +$1.15M 3.1% 9
2025
Q2 		$17.5M Buy
354,584
+15,790
+5% +$732K 3% 9
2025
Q1 		$15.3M Buy
338,794
+14,015
+4% +$631K 2.98% 9
2024
Q4 		$14.3M Buy
324,779
+15,277
+5% +$710K 2.88% 9
2024
Q3 		$14.8M Buy
309,502
+11,144
+4% +$496K 2.97% 8
2024
Q2 		$13.1M Buy
298,358
+100,098
+50% +$4.31M 2.82% 8
2024
Q1 		$8.28M Buy
198,260
+14,315
+8% +$584K 1.88% 15
2023
Q4 		$7.56M Buy
183,945
+9,981
+6% +$396K 1.84% 14
2023
Q3 		$6.82M Buy
173,964
+8,691
+5% +$355K 1.79% 16
2023
Q2 		$6.72M Buy
165,273
+8,410
+5% +$339K 1.81% 16
2023
Q1 		$6.34M Buy
156,863
+2,382
+2% +$97.1K 1.86% 16
2022
Q4 		$6.02M Buy
154,481
+13,322
+9% +$508K 1.98% 14
2022
Q3 		$5.15M Buy
141,159
+19,818
+16% +$805K 1.82% 16
2022
Q2 		$5.05M Sell
121,341
-21,129
-15% -$912K 1.7% 18
2022
Q1 		$6.57M Buy
142,470
+114,371
+407% +$5.5M 2.27% 13
2021
Q4 		$1.39M Sell
28,099
-81,848
-74% -$4.13M 0.11% 64
2021
Q3 		$5.5M Buy
109,947
+14,026
+15% +$725K 2.06% 13
2021
Q2 		$5.21M Buy
95,921
+6,255
+7% +$333K 2.06% 13
2021
Q1 		$4.67M Sell
89,666
-1,976
-2% -$105K 1.98% 14
2020
Q4 		$4.59M Buy
91,642
+2,366
+3% +$111K 2.1% 12
2020
Q3 		$3.86M Buy
89,276
+2,680
+3% +$117K 2.12% 12
2020
Q2 		$3.43M Sell
86,596
-12,884
-13% -$477K 2.01% 12
2020
Q1 		$3.34M Buy
99,480
+9,005
+10% +$367K 2.41% 10
2019
Q4 		$4.02M Buy
+90,475
New +$3.83M 2.57% 12

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

Tobias Financial Advisors's VWO Position: Q2 2026 in Review

Tobias Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.4% in Q2 2026, buying an estimated $556K and bringing the position to 403,971 shares worth $24.1M. The position accounts for 3.06% of the portfolio, ranked #10.

Tobias Financial Advisors first reported a position in VWO in Q4 2019 and has held it in 27 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Tobias Financial Advisors held 403,971 shares of Vanguard FTSE Emerging Markets ETF worth $24.1M as of Q2 2026.
  • Tobias Financial Advisors bought 9,468 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $556K.
  • Vanguard FTSE Emerging Markets ETF made up 3.06% of Tobias Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Tobias Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.