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

Centricity 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
2025
Q2 		$82.4K Hold
1,665
– – 0.07% 125
2025
Q1 		$75.4K Sell
1,665
-1,051
-39% -$47.3K 0.07% 130
2024
Q4 		$120K Buy
+2,716
New +$126K 0.11% 102

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Centricity Wealth Management's VWO Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2025 at 1,665 shares worth $82.4K. The position accounts for 0.07% of the portfolio, ranked #125.

Centricity Wealth Management first reported a position in VWO in Q4 2024 and has held it in 3 quarters since. The position peaked at $120K in Q4 2024. 2,267 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

  • Centricity Wealth Management held 1,665 shares of Vanguard FTSE Emerging Markets ETF worth $82.4K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2025.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Centricity Wealth Management's portfolio in Q2 2025, its #125 holding.
  • Centricity Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $120K in Q4 2024.
  • 2,267 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.