XF
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XML Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

XML 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
Q1 		– Sell
-10,989
Closed -$591K – 465
2025
Q4 		$591K Buy
+10,989
New +$597K 0.05% 236

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

XML Financial's VWO Position: Q1 2026 in Review

XML Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026, closing a stake of 10,989 shares — an estimated $591K sold.

XML Financial first reported a position in VWO in Q4 2025 and held it in 1 quarter. The position peaked at $591K in Q4 2025. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • XML Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 10,989 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $591K.
  • XML Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and held it in 1 quarter.
  • XML Financial's Vanguard FTSE Emerging Markets ETF position peaked at $591K in Q4 2025.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.