Brio Consultants’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Brio Consultants’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	$204K	Sell	3,422 -2	-0.1%	-$118	0.02%	160
2026 Q1	$203K	Buy	+3,424	New	+$192K	0.02%	149
2025 Q2	–	Sell	-4,755	Closed	-$215K	–	138
2025 Q1	$215K	Buy	+4,755	New	+$214K	0.03%	109
2020 Q2	–	Sell	-21,979	Closed	-$737K	–	81
2020 Q1	$737K	Buy	21,979 +172	+0.8%	+$7.01K	0.29%	39
2019 Q4	$970K	Sell	21,807 -4,817	-18%	-$204K	0.33%	39
2019 Q3	$1.07M	Buy	26,624 +438	+2%	+$18.1K	0.4%	32
2019 Q2	$1.11M	Buy	26,186 +1,445	+6%	+$60.8K	0.45%	30
2019 Q1	$1.05M	Buy	24,741 +2,559	+12%	+$105K	0.47%	30
2018 Q4	$845K	Buy	+22,182	New	+$859K	0.43%	30

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

Brio Consultants's VWO Position: Q2 2026 in Review

Brio Consultants reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.06% in Q2 2026, selling an estimated $118 and leaving 3,422 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #160.

Brio Consultants first reported a position in VWO in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2019. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Brio Consultants held 3,422 shares of Vanguard FTSE Emerging Markets ETF worth $204K as of Q2 2026.
Brio Consultants sold 2 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $118.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Brio Consultants's portfolio in Q2 2026, its #160 holding.
Brio Consultants first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 9 quarters since.
Brio Consultants's Vanguard FTSE Emerging Markets ETF position peaked at $1.11M in Q2 2019.
2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.