Blue Bell Private Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $358K | Buy |
5,994
+71
| +1% | +$4.17K | 0.04% | 231 |
|
|
2026
Q1 | $320K | Sell |
5,923
-8
| -0.1% | -$448 | 0.05% | 220 |
|
|
2025
Q4 | $319K | Buy |
5,931
+22
| +0.4% | +$1.2K | 0.05% | 212 |
|
|
2025
Q3 | $320K | Buy |
5,909
+55
| +0.9% | +$2.83K | 0.05% | 203 |
|
|
2025
Q2 | $290K | Buy |
5,854
+2,400
| +69% | +$111K | 0.05% | 197 |
|
|
2025
Q1 | $156K | Buy |
3,454
+308
| +10% | +$13.9K | 0.03% | 250 |
|
|
2024
Q4 | $139K | Buy |
3,146
+318
| +11% | +$14.8K | 0.03% | 240 |
|
|
2024
Q3 | $135K | Buy |
2,828
+62
| +2% | +$2.76K | 0.03% | 250 |
|
|
2024
Q2 | $121K | Buy |
2,766
+999
| +57% | +$43K | 0.03% | 256 |
|
|
2024
Q1 | $73.8K | Buy |
1,767
+566
| +47% | +$23.1K | 0.02% | 297 |
|
|
2023
Q4 | $49.4K | Buy |
1,201
+203
| +20% | +$8.05K | 0.01% | 320 |
|
|
2023
Q3 | $39.1K | Buy |
998
+199
| +25% | +$8.12K | 0.01% | 289 |
|
|
2023
Q2 | $32.5K | Buy |
799
+187
| +31% | +$7.54K | 0.01% | 305 |
|
|
2023
Q1 | $24.7K | Buy |
612
+233
| +61% | +$9.49K | 0.01% | 293 |
|
|
2022
Q4 | $14.8K | Buy |
379
+307
| +426% | +$11.7K | ﹤0.01% | 338 |
|
|
2022
Q3 | $3K | Buy |
+72
| New | +$2.92K | ﹤0.01% | 572 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$7K | – | 208 |
|
|
2020
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 161 |
|
|
2019
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 162 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 161 |
|
|
2019
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 155 |
|
|
2019
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 154 |
|
|
2018
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 169 |
|
|
2018
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 179 |
|
|
2018
Q2 | $8K | Sell |
200
-200
| -50% | -$9.03K | ﹤0.01% | 176 |
|
|
2018
Q1 | $18K | Hold |
400
| – | – | 0.01% | 159 |
|
|
2017
Q4 | $18K | Hold |
400
| – | – | 0.01% | 160 |
|
|
2017
Q3 | $17K | Hold |
400
| – | – | 0.01% | 160 |
|
|
2017
Q2 | $16K | Hold |
400
| – | – | 0.01% | 173 |
|
|
2017
Q1 | $16K | Sell |
400
-200
| -33% | -$7.72K | 0.01% | 165 |
|
|
2016
Q4 | $22K | Sell |
600
-843
| -58% | -$30.9K | 0.01% | 161 |
|
|
2016
Q3 | $55K | Sell |
1,443
-240
| -14% | -$8.93K | 0.03% | 198 |
|
|
2016
Q2 | $60K | Hold |
1,683
| – | – | 0.04% | 191 |
|
|
2016
Q1 | $58K | Hold |
1,683
| – | – | 0.04% | 210 |
|
|
2015
Q4 | $55K | Sell |
1,683
-1,957
| -54% | -$67.4K | 0.04% | 203 |
|
|
2015
Q3 | $120K | Hold |
3,640
| – | – | 0.08% | 131 |
|
|
2015
Q2 | $149K | Hold |
3,640
| – | – | 0.09% | 116 |
|
|
2015
Q1 | $148K | Hold |
3,640
| – | – | 0.09% | 119 |
|
|
2014
Q4 | $145K | Hold |
3,640
| – | – | 0.08% | 123 |
|
|
2014
Q3 | $152K | Buy |
3,640
+600
| +20% | +$26.6K | 0.09% | 123 |
|
|
2014
Q2 | $131K | Buy |
3,040
+1,201
| +65% | +$50.6K | 0.08% | 132 |
|
|
2014
Q1 | $75K | Hold |
1,839
| – | – | 0.05% | 161 |
|
|
2013
Q4 | $76K | Buy |
+1,839
| New | +$75.8K | 0.06% | 156 |
|
Other funds holding VWO
WL
Blue Bell Private Wealth Management's VWO Position: Q2 2026 in Review
Blue Bell Private Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q2 2026, buying an estimated $4.17K and bringing the position to 5,994 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #231.
Blue Bell Private Wealth Management first reported a position in VWO in Q4 2013 and has held it in 42 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.
- Blue Bell Private Wealth Management held 5,994 shares of Vanguard FTSE Emerging Markets ETF worth $358K as of Q2 2026.
- Blue Bell Private Wealth Management bought 71 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $4.17K.
- Vanguard FTSE Emerging Markets ETF made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #231 holding.
- Blue Bell Private Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 42 quarters since.
- 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.