Values Added Financial
VWO icon

Values Added Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Values Added Financial’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
Q3 		$4.02M Buy
67,718
+472
+0.7% +$28.2K 1.42% 21
2026
Q2 		$4.01M Sell
67,246
-579
-0.9% -$34K 1.45% 21
2026
Q1 		$3.67M Sell
67,825
-6,450
-9% -$361K 1.54% 19
2025
Q4 		$3.99M Sell
74,275
-516
-0.7% -$28K 1.69% 17
2025
Q3 		$4.05M Sell
74,791
-4,664
-6% -$240K 1.8% 16
2025
Q2 		$3.93M Sell
79,455
-13,710
-15% -$636K 1.91% 15
2025
Q1 		$4.22M Sell
93,165
-11,812
-11% -$532K 2.34% 11
2024
Q4 		$4.62M Buy
104,977
+7,594
+8% +$353K 2.67% 11
2024
Q3 		$4.66M Buy
97,383
+7,113
+8% +$317K 2.94% 11
2024
Q2 		$3.95M Sell
90,270
-3,359
-4% -$145K 2.85% 12
2024
Q1 		$3.91M Buy
93,629
+194
+0.2% +$7.92K 3.05% 12
2023
Q4 		$3.84M Buy
93,435
+10,179
+12% +$404K 3.14% 10
2023
Q3 		$3.26M Buy
83,256
+1,724
+2% +$70.4K 2.98% 10
2023
Q2 		$3.32M Buy
+81,532
New +$3.29M 3.11% 10

Other funds holding VWO

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Values Added Financial's VWO Position: Q3 2026 in Review

Values Added Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.7% in Q3 2026, buying an estimated $28.2K and bringing the position to 67,718 shares worth $4.02M. The position accounts for 1.42% of the portfolio, ranked #21.

Values Added Financial first reported a position in VWO in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.66M in Q3 2024. 1,196 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Values Added Financial held 67,718 shares of Vanguard FTSE Emerging Markets ETF worth $4.02M as of Q3 2026.
  • Values Added Financial bought 472 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $28.2K.
  • Vanguard FTSE Emerging Markets ETF made up 1.42% of Values Added Financial's portfolio in Q3 2026, its #21 holding.
  • Values Added Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Vanguard FTSE Emerging Markets ETF position peaked at $4.66M in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.