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

United 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 		$1.66M Sell
27,787
-510
-2% -$30K 0.84% 18
2026
Q1 		$1.53M Sell
28,297
-1,397
-5% -$78.3K 0.9% 19
2025
Q4 		$1.6M Sell
29,694
-392,272
-93% -$21.3M 0.97% 17
2025
Q3 		$25.3M Buy
+421,966
New +$21.7M 15.92% 3

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

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

United Financial Planning Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.8% in Q2 2026, selling an estimated $30K and leaving 27,787 shares worth $1.66M. The position accounts for 0.84% of the portfolio, ranked #18.

United Financial Planning Group first reported a position in VWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.3M in Q3 2025. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • United Financial Planning Group held 27,787 shares of Vanguard FTSE Emerging Markets ETF worth $1.66M as of Q2 2026.
  • United Financial Planning Group sold 510 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $30K.
  • Vanguard FTSE Emerging Markets ETF made up 0.84% of United Financial Planning Group's portfolio in Q2 2026, its #18 holding.
  • United Financial Planning Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Vanguard FTSE Emerging Markets ETF position peaked at $25.3M in Q3 2025.
  • 2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.