BFIM
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Beese Fulmer Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Beese Fulmer Investment 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 		$380K Sell
6,358
-726
-10% -$42.7K 0.02% 248
2026
Q1 		$383K Sell
7,084
-92
-1% -$5.15K 0.02% 252
2025
Q4 		$386K Sell
7,176
-381
-5% -$20.7K 0.03% 243
2025
Q3 		$409K Sell
7,557
-50
-0.7% -$2.58K 0.03% 211
2025
Q2 		$376K Sell
7,607
-2,091
-22% -$97K 0.03% 212
2025
Q1 		$439K Buy
9,698
+439
+5% +$19.8K 0.04% 169
2024
Q4 		$408K Sell
9,259
-374
-4% -$17.4K 0.03% 165
2024
Q3 		$461K Sell
9,633
-1
-0% -$45 0.04% 160
2024
Q2 		$422K Hold
9,634
– – 0.04% 159
2024
Q1 		$402K Buy
9,634
+1,370
+17% +$55.9K 0.04% 166
2023
Q4 		$340K Sell
8,264
-198
-2% -$7.85K 0.04% 175
2023
Q3 		$332K Sell
8,462
-6,371
-43% -$260K 0.04% 170
2023
Q2 		$603K Sell
14,833
-899
-6% -$36.2K 0.07% 142
2023
Q1 		$636K Sell
15,732
-150
-0.9% -$6.11K 0.07% 140
2022
Q4 		$619K Sell
15,882
-1,495
-9% -$57K 0.07% 139
2022
Q3 		$634K Sell
17,377
-60
-0.3% -$2.44K 0.09% 131
2022
Q2 		$726K Buy
17,437
+1,523
+10% +$65.8K 0.09% 129
2022
Q1 		$734K Sell
15,914
-782
-5% -$37.6K 0.08% 132
2021
Q4 		$826K Sell
16,696
-3,607
-18% -$182K 0.09% 131
2021
Q3 		$1.01M Buy
20,303
+3,827
+23% +$198K 0.11% 123
2021
Q2 		$895K Buy
16,476
+377
+2% +$20.1K 0.1% 123
2021
Q1 		$838K Buy
16,099
+7,122
+79% +$379K 0.1% 123
2020
Q4 		$450K Buy
8,977
+150
+2% +$7.05K 0.06% 142
2020
Q3 		$382K Sell
8,827
-552
-6% -$24K 0.05% 142
2020
Q2 		$372K Buy
9,379
+525
+6% +$19.4K 0.05% 141
2020
Q1 		$297K Buy
+8,854
New +$361K 0.05% 145
2015
Q3 		– Sell
-5,512
Closed -$225K – 149
2015
Q2 		$225K Buy
+5,512
New +$237K 0.07% 129
2015
Q1 		– Sell
-5,367
Closed -$215K – 150
2014
Q4 		$215K Hold
5,367
– – 0.07% 143
2014
Q3 		$224K Hold
5,367
– – 0.07% 140
2014
Q2 		$231K Sell
5,367
-480
-8% -$20.2K 0.07% 137
2014
Q1 		$237K Buy
+5,847
New +$227K 0.08% 134
2013
Q4 		– Sell
-4,987
Closed -$200K – 149
2013
Q3 		$200K Sell
4,987
-500
-9% -$19.8K 0.08% 138
2013
Q2 		$213K Buy
+5,487
New +$230K 0.09% 121

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
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

Beese Fulmer Investment Management's VWO Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 10% in Q2 2026, selling an estimated $42.7K and leaving 6,358 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #248.

Beese Fulmer Investment Management first reported a position in VWO in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.01M in Q3 2021. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Beese Fulmer Investment Management held 6,358 shares of Vanguard FTSE Emerging Markets ETF worth $380K as of Q2 2026.
  • Beese Fulmer Investment Management sold 726 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $42.7K.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #248 holding.
  • Beese Fulmer Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 33 quarters since.
  • Beese Fulmer Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.01M in Q3 2021.
  • 1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.