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

Cadence 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 Q2	$4.03M	Buy	67,595 +1,173	+2%	+$68.9K	1.81%	12
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

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

Cadence Wealth Management's VWO Position: Q2 2026 in Review

Cadence Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.8% in Q2 2026, buying an estimated $68.9K and bringing the position to 67,595 shares worth $4.03M. The position accounts for 1.81% of the portfolio, ranked #12.

Cadence Wealth Management first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Cadence Wealth Management held 67,595 shares of Vanguard FTSE Emerging Markets ETF worth $4.03M as of Q2 2026.
Cadence Wealth Management bought 1,173 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $68.9K.
Vanguard FTSE Emerging Markets ETF made up 1.81% of Cadence Wealth Management's portfolio in Q2 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 11 quarters since.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.