Bennett Associates Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bennett Associates 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 Q1	$4.24M	Buy	78,402 +22,467	+40%	+$1.26M	2.86%	12
2025 Q4	$3.01M	Sell	55,935 -3,059	-5%	-$166K	2.08%	13
2025 Q3	$3.2M	Sell	58,994 -1,424	-2%	-$73.4K	2.32%	12
2025 Q2	$2.99M	Sell	60,418 -1,204	-2%	-$55.8K	2.3%	13
2025 Q1	$2.79M	Buy	61,622 +3,745	+6%	+$169K	2.3%	13
2024 Q4	$2.55M	Buy	57,877 +83	+0.1%	+$3.86K	2.12%	13
2024 Q3	$2.77M	Buy	57,794 +3,402	+6%	+$151K	2.26%	14
2024 Q2	$2.38M	Buy	54,392 +466	+0.9%	+$20.1K	2.14%	15
2024 Q1	$2.25M	Buy	53,926 +3,764	+8%	+$154K	2.03%	15
2023 Q4	$2.06M	Buy	+50,162	New	+$1.99M	2.01%	14

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bennett Associates Wealth Management's VWO Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 40% in Q1 2026, buying an estimated $1.26M and bringing the position to 78,402 shares worth $4.24M. The position accounts for 2.86% of the portfolio, ranked #12.

Bennett Associates Wealth Management first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Bennett Associates Wealth Management held 78,402 shares of Vanguard FTSE Emerging Markets ETF worth $4.24M as of Q1 2026.
Bennett Associates Wealth Management bought 22,467 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $1.26M.
Vanguard FTSE Emerging Markets ETF made up 2.86% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #12 holding.
Bennett Associates Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.