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Zynergy Retirement Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-20
Closed -$881 – 108
2025
Q1 		$881 Hold
20
– – ﹤0.01% 108
2024
Q4 		$957 Hold
20
– – ﹤0.01% 102
2024
Q3 		$957 Hold
20
– – ﹤0.01% 102
2024
Q2 		$875 Buy
+20
New +$862 ﹤0.01% 115

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Zynergy Retirement Planning's VWO Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2025, closing a stake of 20 shares — an estimated $881 sold.

Zynergy Retirement Planning first reported a position in VWO in Q2 2024 and held it in 4 quarters. The position peaked at $957 in Q4 2024. 2,263 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 20 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $881.
  • Zynergy Retirement Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Vanguard FTSE Emerging Markets ETF position peaked at $957 in Q4 2024.
  • 2,263 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.