XY Planning Network’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

XY Planning Network’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	$9.8M	Buy	165,992 +2,926	+2%	+$175K	1.06%	26
2026 Q2	$9.7M	Sell	163,066 -3,188	-2%	-$187K	1.22%	22
2026 Q1	$9.01M	Buy	166,254 +13,509	+9%	+$757K	1.44%	14
2025 Q4	$8.21M	Buy	152,745 +51,401	+51%	+$2.79M	1.43%	13
2025 Q3	$5.01M	Hold	101,344	–	–	1.71%	13
2025 Q2	$5.01M	Buy	101,344 +13,011	+15%	+$603K	1.71%	13
2025 Q1	$4M	Buy	88,333 +1,351	+2%	+$60.8K	2.67%	10
2024 Q4	$3.83M	Buy	+86,982	New	+$4.04M	2.88%	8

Other funds holding VWO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

XY Planning Network's VWO Position: Q3 2026 in Review

XY Planning Network increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.8% in Q3 2026, buying an estimated $175K and bringing the position to 165,992 shares worth $9.8M. The position accounts for 1.06% of the portfolio, ranked #26.

XY Planning Network first reported a position in VWO in Q4 2024 and has held it in 8 quarters since. 906 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

XY Planning Network held 165,992 shares of Vanguard FTSE Emerging Markets ETF worth $9.8M as of Q3 2026.
XY Planning Network bought 2,926 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $175K.
Vanguard FTSE Emerging Markets ETF made up 1.06% of XY Planning Network's portfolio in Q3 2026, its #26 holding.
XY Planning Network first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
906 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.