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Centric Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Centric Wealth 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
Q2 		$873K Buy
+14,539
New +$854K 0.14% 104
2021
Q2 		– Sell
-16,000
Closed -$833K – 209
2021
Q1 		$833K Buy
+16,000
New +$852K 0.24% 108

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Centric Wealth Management's VWO Position: Q2 2026 in Review

Centric Wealth Management opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 14,539 shares worth $873K. The stake represents 0.14% of the portfolio and ranks #104 among its holdings. This is a return to the name: Centric Wealth Management previously reported a position in VWO as recently as Q1 2021.

Centric Wealth Management first reported a position in VWO in Q1 2021 and has held it in 2 quarters since. 2,617 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Centric Wealth Management held 14,539 shares of Vanguard FTSE Emerging Markets ETF worth $873K as of Q2 2026.
  • Vanguard FTSE Emerging Markets ETF was a new Centric Wealth Management position in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.14% of Centric Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Centric Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 2 quarters since.
  • 2,617 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.