Capstone Wealth Management Group (Oregon)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$431K	Buy	7,981 +783	+11%	+$43.9K	0.27%	76
2025 Q4	$387K	Buy	7,198 +501	+7%	+$27.2K	0.23%	79
2025 Q3	$363K	Buy	6,697 +968	+17%	+$49.9K	0.23%	79
2025 Q2	$283K	Sell	5,729 -19	-0.3%	-$881	0.21%	79
2025 Q1	$260K	Sell	5,748 -2,755	-32%	-$124K	0.21%	75
2024 Q4	$374K	Buy	+8,503	New	+$395K	0.28%	69

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VWO Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q1 2026, buying an estimated $43.9K and bringing the position to 7,981 shares worth $431K. The position accounts for 0.27% of the portfolio, ranked #76.

Capstone Wealth Management Group (Oregon) first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 7,981 shares of Vanguard FTSE Emerging Markets ETF worth $431K as of Q1 2026.
Capstone Wealth Management Group (Oregon) bought 783 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $43.9K.
Vanguard FTSE Emerging Markets ETF made up 0.27% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #76 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.