Brightwater Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Brightwater Advisory’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	$2.94M	Sell	54,376 -3,364	-6%	-$188K	1.94%	21
2025 Q4	$3.1M	Sell	57,740 -654	-1%	-$35.5K	2.1%	19
2025 Q3	$3.16M	Sell	58,394 -840	-1%	-$43.3K	2.17%	18
2025 Q2	$2.93M	Sell	59,234 -180	-0.3%	-$8.35K	2.11%	21
2025 Q1	$2.69M	Sell	59,414 -3,253	-5%	-$146K	2.13%	18
2024 Q4	$2.76M	Sell	62,667 -1,354	-2%	-$62.9K	2.16%	18
2024 Q3	$3.06M	Sell	64,021 -4,364	-6%	-$194K	2.25%	18
2024 Q2	$2.99M	Sell	68,385 -4,512	-6%	-$194K	2.31%	18
2024 Q1	$3.04M	Sell	72,897 -2,127	-3%	-$86.8K	2.45%	17
2023 Q4	$3.08M	Buy	+75,024	New	+$2.98M	2.6%	16

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 $424B AUM 22.94% 1-Year Est. Return

Brightwater Advisory's VWO Position: Q1 2026 in Review

Brightwater Advisory reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.8% in Q1 2026, selling an estimated $188K and leaving 54,376 shares worth $2.94M. The position accounts for 1.94% of the portfolio, ranked #21.

Brightwater Advisory first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.16M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Brightwater Advisory held 54,376 shares of Vanguard FTSE Emerging Markets ETF worth $2.94M as of Q1 2026.
Brightwater Advisory sold 3,364 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $188K.
Vanguard FTSE Emerging Markets ETF made up 1.94% of Brightwater Advisory's portfolio in Q1 2026, its #21 holding.
Brightwater Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Brightwater Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $3.16M in Q3 2025.
2,541 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.