Appleton Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Appleton Partners’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 Q2	$1.33M	Sell	22,327 -360	-2%	-$21.2K	0.08%	136
2026 Q1	$1.23M	Hold	22,687	–	–	0.09%	133
2025 Q4	$1.22M	Sell	22,687 -4,070	-15%	-$221K	0.08%	133
2025 Q3	$1.45M	Sell	26,757 -759	-3%	-$39.1K	0.1%	128
2025 Q2	$1.36M	Buy	27,516 +7,177	+35%	+$333K	0.1%	120
2025 Q1	$921K	Sell	20,339 -2,484	-11%	-$112K	0.07%	132
2024 Q4	$1M	Sell	22,823 -2,437	-10%	-$113K	0.07%	132
2024 Q3	$1.21M	Sell	25,260 -4,642	-16%	-$207K	0.09%	124
2024 Q2	$1.31M	Buy	29,902 +839	+3%	+$36.1K	0.1%	119
2024 Q1	$1.21M	Sell	29,063 -5,120	-15%	-$209K	0.09%	126
2023 Q4	$1.41M	Buy	34,183 +158	+0.5%	+$6.27K	0.11%	119
2023 Q3	$1.33M	Buy	34,025 +8,767	+35%	+$358K	0.12%	119
2023 Q2	$1.03M	Sell	25,258 -272	-1%	-$11K	0.09%	139
2023 Q1	$1.03M	Buy	25,530 +504	+2%	+$20.5K	0.09%	148
2022 Q4	$976K	Sell	25,026 -5,050	-17%	-$193K	0.09%	151
2022 Q3	$1.1M	Sell	30,076 -2,084	-6%	-$84.6K	0.11%	142
2022 Q2	$1.34M	Sell	32,160 -498	-2%	-$21.5K	0.13%	131
2022 Q1	$1.51M	Buy	32,658 +1,408	+5%	+$67.7K	0.12%	138
2021 Q4	$1.55M	Sell	31,250 -1,985	-6%	-$100K	0.12%	141
2021 Q3	$1.66M	Sell	33,235 -875	-3%	-$45.2K	0.14%	129
2021 Q2	$1.85M	Buy	34,110 +154	+0.5%	+$8.2K	0.16%	123
2021 Q1	$1.77M	Buy	33,956 +1,427	+4%	+$76K	0.16%	125
2020 Q4	$1.63M	Buy	32,529 +512	+2%	+$24.1K	0.16%	120
2020 Q3	$1.38M	Buy	32,017 +12,319	+63%	+$536K	0.15%	117
2020 Q2	$780K	Buy	19,698 +776	+4%	+$28.7K	0.09%	146
2020 Q1	$635K	Buy	18,922 +137	+0.7%	+$5.58K	0.09%	150
2019 Q4	$835K	Buy	18,785 +231	+1%	+$9.79K	0.09%	157
2019 Q3	$747K	Buy	18,554 +988	+6%	+$40.8K	0.09%	156
2019 Q2	$747K	Buy	17,566 +2,318	+15%	+$97.5K	0.09%	158
2019 Q1	$648K	Sell	15,248 -18,681	-55%	-$769K	0.09%	162
2018 Q4	$1.34M	Buy	33,929 +18,072	+114%	+$700K	0.2%	117
2018 Q3	$650K	Buy	15,857 +1,985	+14%	+$83.5K	0.09%	165
2018 Q2	$585K	Sell	13,872 -674	-5%	-$30.4K	0.08%	171
2018 Q1	$683K	Sell	14,546 -121	-0.8%	-$5.8K	0.1%	164
2017 Q4	$673K	Buy	14,667 +292	+2%	+$13.1K	0.1%	160
2017 Q3	$626K	Sell	14,375 -810	-5%	-$35.1K	0.11%	150
2017 Q2	$620K	Buy	15,185 +125	+0.8%	+$5.07K	0.1%	152
2017 Q1	$598K	Buy	+15,060	New	+$581K	0.11%	150

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Appleton Partners's VWO Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.6% in Q2 2026, selling an estimated $21.2K and leaving 22,327 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #136.

Appleton Partners first reported a position in VWO in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.85M in Q2 2021. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Appleton Partners held 22,327 shares of Vanguard FTSE Emerging Markets ETF worth $1.33M as of Q2 2026.
Appleton Partners sold 360 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $21.2K.
Vanguard FTSE Emerging Markets ETF made up 0.08% of Appleton Partners's portfolio in Q2 2026, its #136 holding.
Appleton Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2017 and has held it in 38 quarters since.
Appleton Partners's Vanguard FTSE Emerging Markets ETF position peaked at $1.85M in Q2 2021.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.