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Capital Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capital Asset 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
Q1 		$1.39M Sell
25,757
-2,658
-9% -$149K 1.57% 18
2025
Q4 		$1.53M Buy
+28,415
New +$1.54M 1.69% 19

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Asset Management's VWO Position: Q1 2026 in Review

Capital Asset Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.4% in Q1 2026, selling an estimated $149K and leaving 25,757 shares worth $1.39M. The position accounts for 1.57% of the portfolio, ranked #18.

Capital Asset Management first reported a position in VWO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.53M in Q4 2025. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Capital Asset Management held 25,757 shares of Vanguard FTSE Emerging Markets ETF worth $1.39M as of Q1 2026.
  • Capital Asset Management sold 2,658 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $149K.
  • Vanguard FTSE Emerging Markets ETF made up 1.57% of Capital Asset Management's portfolio in Q1 2026, its #18 holding.
  • Capital Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.53M in Q4 2025.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Capital Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.