Carmel Capital Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Carmel Capital Partners’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	$615K	Sell	10,301 -73	-0.7%	-$4.29K	0.2%	79
2026 Q1	$561K	Buy	10,374 +2,755	+36%	+$154K	0.2%	82
2025 Q4	$410K	Buy	7,619 +540	+8%	+$29.3K	0.14%	87
2025 Q3	$384K	Sell	7,079 -1,700	-19%	-$87.6K	0.16%	83
2025 Q2	$434K	Buy	8,779 +4,105	+88%	+$190K	0.15%	97
2025 Q1	$212K	Buy	+4,674	New	+$210K	0.08%	142
2023 Q4	–	Sell	-3,565	Closed	-$140K	–	693
2023 Q3	$140K	Buy	+3,565	New	+$146K	0.06%	173

Other funds holding VWO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Carmel Capital Partners's VWO Position: Q2 2026 in Review

Carmel Capital Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.7% in Q2 2026, selling an estimated $4.29K and leaving 10,301 shares worth $615K. The position accounts for 0.2% of the portfolio, ranked #79.

Carmel Capital Partners first reported a position in VWO in Q3 2023 and has held it in 7 quarters since. 1,600 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Carmel Capital Partners held 10,301 shares of Vanguard FTSE Emerging Markets ETF worth $615K as of Q2 2026.
Carmel Capital Partners sold 73 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $4.29K.
Vanguard FTSE Emerging Markets ETF made up 0.2% of Carmel Capital Partners's portfolio in Q2 2026, its #79 holding.
Carmel Capital Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2023 and has held it in 7 quarters since.
1,600 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.