Capstone Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capstone Financial Advisors’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	$212K	Buy	+3,555	New	+$209K	0.01%	176
2025 Q3	–	Sell	-4,518	Closed	-$223K	–	195
2025 Q2	$223K	Buy	+4,518	New	+$210K	0.01%	147
2020 Q2	–	Sell	-17,261	Closed	-$579K	–	110
2020 Q1	$579K	Sell	17,261 -5,374	-24%	-$219K	0.08%	38
2019 Q4	$1.01M	Sell	22,635 -1,332	-6%	-$56.4K	0.14%	34
2019 Q3	$965K	Buy	+23,967	New	+$989K	0.15%	35
2019 Q2	–	Hold	0	–	–	–	32
2019 Q1	–	Hold	0	–	–	–	27
2018 Q4	–	Hold	0	–	–	–	30
2018 Q3	–	Hold	0	–	–	–	20
2018 Q2	–	Hold	0	–	–	–	20
2018 Q1	–	Hold	0	–	–	–	19
2017 Q4	–	Hold	0	–	–	–	18
2017 Q3	–	Hold	0	–	–	–	17
2017 Q2	–	Hold	0	–	–	–	16
2017 Q1	–	Hold	0	–	–	–	15
2016 Q4	–	Hold	0	–	–	–	13
2016 Q3	–	Hold	0	–	–	–	18
2016 Q2	–	Hold	0	–	–	–	25
2016 Q1	–	Hold	0	–	–	–	5
2015 Q4	–	Sell	-260,105	Closed	-$8.95M	–	5
2015 Q3	$8.61M	Buy	260,105 +118,452	+84%	+$4.3M	3.81%	6
2015 Q2	$5.79M	Sell	141,653 -6,781	-5%	-$291K	2.26%	7
2015 Q1	$6.07M	Buy	+148,434	New	+$6.04M	2.33%	7
2014 Q4	–	Hold	0	–	–	–	6

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

Capstone Financial Advisors's VWO Position: Q2 2026 in Review

Capstone Financial Advisors opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 3,555 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings. This is a return to the name: Capstone Financial Advisors previously reported a position in VWO as recently as Q2 2025.

Capstone Financial Advisors first reported a position in VWO in Q1 2015 and has held it in 8 quarters since. The position peaked at $8.61M in Q3 2015. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Capstone Financial Advisors held 3,555 shares of Vanguard FTSE Emerging Markets ETF worth $212K as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new Capstone Financial Advisors position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #176 holding.
Capstone Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2015 and has held it in 8 quarters since.
Capstone Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $8.61M in Q3 2015.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.