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 Q2	$485K	Buy	8,132 +151	+2%	+$8.88K	0.29%	70
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 $1.55T 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 Wealth Management Group (Oregon)'s VWO Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.9% in Q2 2026, buying an estimated $8.88K and bringing the position to 8,132 shares worth $485K. The position accounts for 0.29% of the portfolio, ranked #70.

Capstone Wealth Management Group (Oregon) first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 8,132 shares of Vanguard FTSE Emerging Markets ETF worth $485K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 151 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $8.88K.
Vanguard FTSE Emerging Markets ETF made up 0.29% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #70 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.