Cadence 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
Q1
$3.59M Buy
66,422
+2,747
+4% +$154K 1.5% 12
2025
Q4
$3.42M Sell
63,675
-401
-0.6% -$21.8K 1.65% 12
2025
Q3
$3.47M Buy
64,076
+1,148
+2% +$59.1K 1.82% 12
2025
Q2
$3.11M Buy
62,928
+9,313
+17% +$432K 2.06% 11
2025
Q1
$2.43M Buy
53,615
+12,030
+29% +$542K 1.79% 11
2024
Q4
$1.83M Buy
41,585
+4,983
+14% +$232K 1.21% 14
2024
Q3
$1.75M Buy
36,602
+15,378
+72% +$685K 1.42% 11
2024
Q2
$929K Buy
21,224
+14,504
+216% +$625K 0.65% 14
2024
Q1
$281K Buy
6,720
+1,125
+20% +$45.9K 0.29% 31
2023
Q4
$230K Buy
+5,595
New +$222K 0.18% 35

Other funds holding VWO

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

Cadence Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.3% in Q1 2026, buying an estimated $154K and bringing the position to 66,422 shares worth $3.59M. The position accounts for 1.5% of the portfolio, ranked #12.

Cadence Wealth Management first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Cadence Wealth Management held 66,422 shares of Vanguard FTSE Emerging Markets ETF worth $3.59M as of Q1 2026.
  • Cadence Wealth Management bought 2,747 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $154K.
  • Vanguard FTSE Emerging Markets ETF made up 1.5% of Cadence Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Cadence Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.