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Beam Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Beam Wealth 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 		$1.4M Buy
23,396
+1,419
+6% +$83.4K 0.31% 62
2026
Q1 		$1.19M Buy
+21,977
New +$1.23M 0.3% 63
2024
Q2 		– Sell
-8,285
Closed -$346K – 158
2024
Q1 		$346K Buy
8,285
+755
+10% +$30.8K 0.21% 79
2023
Q4 		$309K Sell
7,530
-793
-10% -$31.5K 0.2% 77
2023
Q3 		$326K Buy
8,323
+614
+8% +$25.1K 0.23% 75
2023
Q2 		$314K Sell
7,709
-427
-5% -$17.2K 0.22% 77
2023
Q1 		$329K Sell
8,136
-145
-2% -$5.91K 0.33% 67
2022
Q4 		$323K Sell
8,281
-959
-10% -$36.6K 0.34% 67
2022
Q3 		$337K Buy
9,240
+145
+2% +$5.89K 0.38% 68
2022
Q2 		$379K Buy
9,095
+1,394
+18% +$60.2K 0.42% 62
2022
Q1 		$355K Buy
7,701
+242
+3% +$11.6K 0.41% 58
2021
Q4 		$369K Sell
7,459
-4,128
-36% -$208K 0.42% 58
2021
Q3 		$579K Buy
11,587
+742
+7% +$38.3K 0.5% 66
2021
Q2 		$589K Buy
10,845
+754
+7% +$40.2K 0.51% 67
2021
Q1 		$525K Buy
10,091
+1,430
+17% +$76.1K 0.47% 73
2020
Q4 		$434K Buy
8,661
+1,017
+13% +$47.8K 0.41% 79
2020
Q3 		$331K Buy
7,644
+483
+7% +$21K 0.31% 92
2020
Q2 		$307K Buy
7,161
+284
+4% +$10.5K 0.31% 95
2020
Q1 		$231K Sell
6,877
-492
-7% -$20.1K 0.23% 126
2019
Q4 		$328K Buy
+7,369
New +$312K 0.31% 102

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Beam Wealth Advisors's VWO Position: Q2 2026 in Review

Beam Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.5% in Q2 2026, buying an estimated $83.4K and bringing the position to 23,396 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #62.

Beam Wealth Advisors first reported a position in VWO in Q4 2019 and has held it in 20 quarters since. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Beam Wealth Advisors held 23,396 shares of Vanguard FTSE Emerging Markets ETF worth $1.4M as of Q2 2026.
  • Beam Wealth Advisors bought 1,419 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $83.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.31% of Beam Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Beam Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.