Bar Harbor Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bar Harbor Wealth Management’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	$14.5M	Buy	242,348 +2,682	+1%	+$158K	0.78%	32
2026 Q1	$13M	Buy	239,666 +18,054	+8%	+$1.01M	0.76%	37
2025 Q4	$11.9M	Buy	221,612 +6,361	+3%	+$346K	0.69%	42
2025 Q3	$11.7M	Sell	215,251 -1,674	-0.8%	-$86.3K	0.7%	42
2025 Q2	$10.7M	Buy	216,925 +3,464	+2%	+$161K	0.69%	43
2025 Q1	$9.66M	Buy	213,461 +56,094	+36%	+$2.53M	0.64%	47
2024 Q4	$6.93M	Buy	157,367 +11,789	+8%	+$548K	0.45%	61
2024 Q3	$6.97M	Sell	145,578 -2,211	-1%	-$98.4K	0.44%	62
2024 Q2	$6.47M	Sell	147,789 -1,343	-0.9%	-$57.9K	0.43%	66
2024 Q1	$6.23M	Buy	149,132 +5,507	+4%	+$225K	0.42%	65
2023 Q4	$5.9M	Sell	143,625 -92	-0.1%	-$3.65K	0.44%	59
2023 Q3	$5.64M	Sell	143,717 -4,163	-3%	-$170K	0.45%	64
2023 Q2	$6.02M	Buy	147,880 +2,610	+2%	+$105K	0.46%	62
2023 Q1	$5.87M	Sell	145,270 -587	-0.4%	-$23.9K	0.47%	65
2022 Q4	$5.69M	Buy	145,857 +10,234	+8%	+$390K	0.45%	68
2022 Q3	$4.95M	Sell	135,623 -2,392	-2%	-$97.1K	0.43%	67
2022 Q2	$5.75M	Sell	138,015 -1,871	-1%	-$80.8K	0.46%	66
2022 Q1	$6.45M	Sell	139,886 -12,211	-8%	-$587K	0.58%	49
2021 Q4	$7.52M	Buy	152,097 +7,552	+5%	+$381K	0.64%	46
2021 Q3	$7.23M	Buy	144,545 +7,306	+5%	+$378K	0.68%	45
2021 Q2	$7.45M	Buy	137,239 +10,015	+8%	+$533K	0.69%	45
2021 Q1	$6.62M	Buy	127,224 +18,190	+17%	+$968K	0.64%	47
2020 Q4	$5.46M	Buy	109,034 +14,531	+15%	+$683K	0.55%	52
2020 Q3	$4.09M	Buy	94,503 +3,613	+4%	+$157K	0.45%	57
2020 Q2	$3.6M	Sell	90,890 -8,922	-9%	-$330K	0.42%	61
2020 Q1	$3.35M	Buy	99,812 +6,505	+7%	+$265K	0.45%	60
2019 Q4	$4.15M	Buy	93,307 +2,937	+3%	+$124K	0.45%	63
2019 Q3	$3.64M	Sell	90,370 -14	-0%	-$578	0.42%	61
2019 Q2	$3.84M	Buy	90,384 +6,530	+8%	+$275K	0.45%	59
2019 Q1	$3.56M	Sell	83,854 -3,261	-4%	-$134K	0.43%	60
2018 Q4	$3.32M	Sell	87,115 -7,647	-8%	-$296K	0.44%	55
2018 Q3	$3.89M	Buy	94,762 +624	+0.7%	+$26.3K	0.44%	54
2018 Q2	$3.97M	Buy	94,138 +4,013	+4%	+$181K	0.48%	52
2018 Q1	$4.23M	Buy	90,125 +354	+0.4%	+$17K	0.52%	44
2017 Q4	$4.12M	Buy	89,771 +1,802	+2%	+$80.5K	0.48%	49
2017 Q3	$3.83M	Buy	87,969 +19,877	+29%	+$860K	0.46%	49
2017 Q2	$2.78M	Buy	68,092 +12,909	+23%	+$523K	0.33%	64
2017 Q1	$2.19M	Buy	55,183 +15,212	+38%	+$587K	0.26%	75
2016 Q4	$1.43M	Buy	39,971 +1,629	+4%	+$59.7K	0.16%	114
2016 Q3	$1.44M	Buy	38,342 +1,387	+4%	+$51.6K	0.16%	109
2016 Q2	$1.3M	Buy	36,955 +13,571	+58%	+$464K	0.15%	112
2016 Q1	$808K	Buy	23,384 +399	+2%	+$12.5K	0.1%	154
2015 Q4	$752K	Buy	22,985 +170	+0.7%	+$5.85K	0.09%	162
2015 Q3	$755K	Buy	22,815 +1,399	+7%	+$50.8K	0.1%	151
2015 Q2	$876K	Buy	21,416 +5,581	+35%	+$240K	0.11%	144
2015 Q1	$647K	Buy	15,835 +2,634	+20%	+$107K	0.08%	170
2014 Q4	$528K	Buy	13,201 +4,051	+44%	+$167K	0.07%	179
2014 Q3	$382K	Buy	+9,150	New	+$406K	0.05%	196

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

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

CCWA

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

WPC

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Bar Harbor Wealth Management's VWO Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q2 2026, buying an estimated $158K and bringing the position to 242,348 shares worth $14.5M. The position accounts for 0.78% of the portfolio, ranked #32.

Bar Harbor Wealth Management first reported a position in VWO in Q3 2014 and has held it in 48 quarters since. 941 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Bar Harbor Wealth Management held 242,348 shares of Vanguard FTSE Emerging Markets ETF worth $14.5M as of Q2 2026.
Bar Harbor Wealth Management bought 2,682 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $158K.
Vanguard FTSE Emerging Markets ETF made up 0.78% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #32 holding.
Bar Harbor Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2014 and has held it in 48 quarters since.
941 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.