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

BKM 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	$4.77M	Buy	88,311 +918	+1%	+$51.4K	1.74%	12
2025 Q4	$4.7M	Buy	87,393 +314	+0.4%	+$17.1K	1.72%	12
2025 Q3	$4.72M	Sell	87,079 -1,654	-2%	-$85.2K	1.74%	13
2025 Q2	$4.39M	Sell	88,733 -803	-0.9%	-$37.2K	1.71%	12
2025 Q1	$4.05M	Buy	89,536 +1,150	+1%	+$51.8K	1.67%	12
2024 Q4	$3.89M	Sell	88,386 -518	-0.6%	-$24.1K	1.6%	14
2024 Q3	$4.25M	Sell	88,904 -608	-0.7%	-$27.1K	1.73%	11
2024 Q2	$3.92M	Buy	89,512 +2,817	+3%	+$121K	1.88%	13
2024 Q1	$3.62M	Sell	86,695 -5,802	-6%	-$237K	1.56%	14
2023 Q4	$3.8M	Buy	+92,497	New	+$3.67M	1.62%	11

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

BKM Wealth Management's VWO Position: Q1 2026 in Review

BKM Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q1 2026, buying an estimated $51.4K and bringing the position to 88,311 shares worth $4.77M. The position accounts for 1.74% of the portfolio, ranked #12.

BKM Wealth Management first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

BKM Wealth Management held 88,311 shares of Vanguard FTSE Emerging Markets ETF worth $4.77M as of Q1 2026.
BKM Wealth Management bought 918 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $51.4K.
Vanguard FTSE Emerging Markets ETF made up 1.74% of BKM Wealth Management's portfolio in Q1 2026, its #12 holding.
BKM Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.