Balanced Rock Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Balanced Rock Investment Advisors’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	$585K	Buy	9,807 +118	+1%	+$6.93K	0.37%	58
2026 Q1	$524K	Buy	9,689 +251	+3%	+$14.1K	0.37%	57
2025 Q4	$507K	Sell	9,438 -188	-2%	-$10.2K	0.36%	59
2025 Q3	$522K	Sell	9,626 -45	-0.5%	-$2.32K	0.38%	57
2025 Q2	$478K	Sell	9,671 -1,315	-12%	-$61K	0.38%	57
2025 Q1	$497K	Buy	10,986 +348	+3%	+$15.7K	0.4%	46
2024 Q4	$468K	Sell	10,638 -6,176	-37%	-$287K	0.37%	52
2024 Q3	$805K	Buy	16,814 +1,343	+9%	+$59.8K	0.63%	34
2024 Q2	$677K	Sell	15,471 -5	-0%	-$215	0.57%	37
2024 Q1	$646K	Sell	15,476 -110	-0.7%	-$4.49K	0.55%	39
2023 Q4	$641K	Buy	+15,586	New	+$618K	0.57%	41

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Balanced Rock Investment Advisors's VWO Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q2 2026, buying an estimated $6.93K and bringing the position to 9,807 shares worth $585K. The position accounts for 0.37% of the portfolio, ranked #58.

Balanced Rock Investment Advisors first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $805K in Q3 2024. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Balanced Rock Investment Advisors held 9,807 shares of Vanguard FTSE Emerging Markets ETF worth $585K as of Q2 2026.
Balanced Rock Investment Advisors bought 118 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $6.93K.
Vanguard FTSE Emerging Markets ETF made up 0.37% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #58 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $805K in Q3 2024.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.