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

BigSur 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	$2.99M	Hold	50,100	–	–	0.72%	39
2026 Q1	$2.71M	Hold	50,100	–	–	0.76%	38
2025 Q4	$2.69M	Hold	50,100	–	–	0.65%	43
2025 Q3	$2.71M	Sell	50,100 -4,300	-8%	-$222K	0.66%	41
2025 Q2	$2.69M	Hold	54,400	–	–	0.68%	42
2025 Q1	$2.46M	Hold	54,400	–	–	0.67%	41
2024 Q4	$2.4M	Hold	54,400	–	–	0.68%	40
2024 Q3	$2.6M	Buy	54,400 +700	+1%	+$31.2K	0.72%	42
2024 Q2	$2.35M	Sell	53,700 -18	-0%	-$775	0.72%	40
2024 Q1	$2.24M	Buy	53,718 +7,000	+15%	+$286K	0.7%	40
2023 Q4	$1.92M	Buy	46,718 +700	+2%	+$27.8K	0.91%	28
2023 Q3	$1.8M	Sell	46,018 -2,147	-4%	-$87.6K	0.91%	31
2023 Q2	$1.96M	Buy	48,165 +12	+0%	+$484	0.94%	32
2023 Q1	$1.95M	Buy	48,153 +2,135	+5%	+$87K	0.91%	32
2022 Q4	$1.79M	Hold	46,018	–	–	0.86%	34
2022 Q3	$1.68M	Hold	46,018	–	–	0.85%	33
2022 Q2	$1.92M	Hold	46,018	–	–	0.9%	33
2022 Q1	$2.12M	Hold	46,018	–	–	0.83%	34
2021 Q4	$2.28M	Hold	46,018	–	–	0.89%	34
2021 Q3	$2.3M	Hold	46,018	–	–	1.03%	30
2021 Q2	$2.5M	Buy	46,018 +13,600	+42%	+$724K	1.13%	27
2021 Q1	$1.69M	Buy	32,418 +5,400	+20%	+$287K	0.87%	33
2020 Q4	$1.35M	Hold	27,018	–	–	0.76%	40
2020 Q3	$1.17M	Buy	27,018 +18	+0.1%	+$783	0.74%	44
2020 Q2	$1.07M	Hold	27,000	–	–	0.76%	35
2020 Q1	$906K	Buy	+27,000	New	+$1.1M	0.68%	36

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

BigSur Wealth Management's VWO Position: Q2 2026 in Review

BigSur Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 50,100 shares worth $2.99M. The position accounts for 0.72% of the portfolio, ranked #39.

BigSur Wealth Management first reported a position in VWO in Q1 2020 and has held it in 26 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

BigSur Wealth Management held 50,100 shares of Vanguard FTSE Emerging Markets ETF worth $2.99M as of Q2 2026.
BigSur Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.72% of BigSur Wealth Management's portfolio in Q2 2026, its #39 holding.
BigSur Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 26 quarters since.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.