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

Apexium 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
2025
Q3 		$1.59M Buy
29,294
+543
+2% +$28K 0.08% 97
2025
Q2 		$1.42M Sell
28,751
-3,696
-11% -$171K 0.08% 103
2025
Q1 		$1.47M Buy
32,447
+11,395
+54% +$513K 0.09% 99
2024
Q4 		$927K Buy
21,052
+14,971
+246% +$696K 0.06% 114
2024
Q3 		$291K Sell
6,081
-1,169
-16% -$52K 0.02% 190
2024
Q2 		$317K Buy
7,250
+8
+0.1% +$345 0.02% 174
2024
Q1 		$302K Sell
7,242
-2,505
-26% -$102K 0.02% 179
2023
Q4 		$401K Buy
9,747
+1,157
+13% +$45.9K 0.03% 190
2023
Q3 		$337K Sell
8,590
-2,732
-24% -$112K 0.03% 160
2023
Q2 		$461K Sell
11,322
-182
-2% -$7.34K 0.04% 139
2023
Q1 		$465K Sell
11,504
-834
-7% -$34K 0.05% 134
2022
Q4 		$481K Sell
12,338
-2,553
-17% -$97.3K 0.05% 135
2022
Q3 		$543K Buy
14,891
+10,030
+206% +$407K 0.07% 113
2022
Q2 		$202K Buy
+4,861
New +$210K 0.12% 92
2020
Q1 		– Sell
-5,465
Closed -$243K – 84
2019
Q4 		$243K Buy
+5,465
New +$232K 0.31% 58

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Apexium Financial's VWO Position: Q3 2025 in Review

Apexium Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.9% in Q3 2025, buying an estimated $28K and bringing the position to 29,294 shares worth $1.59M. The position accounts for 0.08% of the portfolio, ranked #97.

Apexium Financial first reported a position in VWO in Q4 2019 and has held it in 15 quarters since. 2,301 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Apexium Financial held 29,294 shares of Vanguard FTSE Emerging Markets ETF worth $1.59M as of Q3 2025.
  • Apexium Financial bought 543 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $28K.
  • Vanguard FTSE Emerging Markets ETF made up 0.08% of Apexium Financial's portfolio in Q3 2025, its #97 holding.
  • Apexium Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 15 quarters since.
  • 2,301 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.