XML Financial
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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
Q3 		$207K Buy
+3,496
New +$209K 0.01% 426
2026
Q1 		– Sell
-10,989
Closed -$591K – 465
2025
Q4 		$591K Buy
+10,989
New +$597K 0.05% 236

Other funds holding VWO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

XML Financial's VWO Position: Q3 2026 in Review

XML Financial opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2026: 3,496 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: XML Financial previously reported a position in VWO as recently as Q4 2025.

XML Financial first reported a position in VWO in Q4 2025 and has held it in 2 quarters since. The position peaked at $591K in Q4 2025. 2,070 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • XML Financial held 3,496 shares of Vanguard FTSE Emerging Markets ETF worth $207K as of Q3 2026.
  • Vanguard FTSE Emerging Markets ETF was a new XML Financial position in Q3 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of XML Financial's portfolio in Q3 2026, its #426 holding.
  • XML Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • XML Financial's Vanguard FTSE Emerging Markets ETF position peaked at $591K in Q4 2025.
  • 2,070 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.