WFPG
VWO icon

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

Waller 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 		$919K Hold
15,403
– – 0.19% 41
2026
Q1 		$833K Sell
15,403
-1,175
-7% -$65.8K 0.18% 38
2025
Q4 		$891K Sell
16,578
-2,493
-13% -$135K 0.2% 40
2025
Q3 		$1.03M Sell
19,071
-1,158
-6% -$59.7K 0.24% 38
2025
Q2 		$1M Sell
20,229
-2,278
-10% -$106K 0.24% 38
2025
Q1 		$1.02M Sell
22,507
-10,039
-31% -$452K 0.29% 36
2024
Q4 		$1.43M Sell
32,546
-61,915
-66% -$2.88M 0.36% 32
2024
Q3 		$4.52M Sell
94,461
-3,346
-3% -$149K 1.12% 24
2024
Q2 		$4.28M Sell
97,807
-3,699
-4% -$159K 1.15% 24
2024
Q1 		$4.24M Sell
101,506
-924
-0.9% -$37.7K 1.13% 24
2023
Q4 		$4.21M Buy
102,430
+1,647
+2% +$65.3K 1.11% 23
2023
Q3 		$3.95M Sell
100,783
-1,793
-2% -$73.2K 1.15% 22
2023
Q2 		$4.17M Buy
102,576
+2,619
+3% +$106K 1.15% 22
2023
Q1 		$4.04M Sell
99,957
-4,969
-5% -$202K 1.14% 22
2022
Q4 		$4.09M Buy
104,926
+32,016
+44% +$1.22M 1.19% 24
2022
Q3 		$2.66M Buy
72,910
+4,085
+6% +$166K 0.81% 27
2022
Q2 		$2.87M Buy
68,825
+17,985
+35% +$776K 0.84% 25
2022
Q1 		$2.35M Buy
50,840
+5,407
+12% +$260K 0.62% 25
2021
Q4 		$2.25M Buy
45,433
+6,667
+17% +$336K 0.56% 26
2021
Q3 		$1.94M Buy
38,766
+2,153
+6% +$111K 0.52% 27
2021
Q2 		$1.99M Buy
36,613
+581
+2% +$30.9K 0.53% 26
2021
Q1 		$1.88M Buy
36,032
+746
+2% +$39.7K 0.54% 25
2020
Q4 		$1.77M Buy
35,286
+3,367
+11% +$158K 0.55% 26
2020
Q3 		$1.38M Sell
31,919
-783
-2% -$34K 0.51% 28
2020
Q2 		$1.29M Sell
32,702
-3,943
-11% -$146K 0.5% 28
2020
Q1 		$1.23M Buy
36,645
+20,027
+121% +$816K 0.64% 25
2019
Q4 		$739K Sell
16,618
-500
-3% -$21.2K 0.37% 32
2019
Q3 		$723K Sell
17,118
-3,004
-15% -$124K 0.38% 32
2019
Q2 		$860K Sell
20,122
-2,967
-13% -$125K 0.48% 29
2019
Q1 		$1.01M Sell
23,089
-1,030
-4% -$42.4K 0.59% 30
2018
Q4 		$919K Buy
+24,119
New +$934K 0.64% 30

Other funds holding VWO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Waller Financial Planning Group held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 15,403 shares worth $919K. The position accounts for 0.19% of the portfolio, ranked #41.

Waller Financial Planning Group first reported a position in VWO in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.52M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Waller Financial Planning Group held 15,403 shares of Vanguard FTSE Emerging Markets ETF worth $919K as of Q2 2026.
  • Waller Financial Planning Group left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.19% of Waller Financial Planning Group's portfolio in Q2 2026, its #41 holding.
  • Waller Financial Planning Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
  • Waller Financial Planning Group's Vanguard FTSE Emerging Markets ETF position peaked at $4.52M in Q3 2024.
  • 1,806 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.