CT
VWO icon

Clearstead Trust’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Clearstead Trust’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 		$483K Sell
8,088
-704
-8% -$41.4K 0.06% 114
2026
Q1 		$475K Sell
8,792
-1,918
-18% -$107K 0.08% 108
2025
Q4 		$576K Sell
10,710
-2,369
-18% -$129K 0.09% 107
2025
Q3 		$709K Buy
13,079
+2,690
+26% +$139K 0.12% 92
2025
Q2 		$514K Buy
10,389
+688
+7% +$31.9K 0.1% 103
2025
Q1 		$439K Sell
9,701
-138
-1% -$6.21K 0.1% 101
2024
Q4 		$433K Sell
9,839
-34
-0.3% -$1.58K 0.09% 97
2024
Q3 		$472K Buy
9,873
+539
+6% +$24K 0.11% 84
2024
Q2 		$408K Sell
9,334
-42
-0.4% -$1.81K 0.1% 84
2024
Q1 		$392K Sell
9,376
-9,765
-51% -$398K 0.1% 86
2023
Q4 		$787K Sell
19,141
-1,176
-6% -$46.6K 0.22% 68
2023
Q3 		$797K Hold
20,317
– – 0.26% 62
2023
Q2 		$822K Buy
20,317
+362
+2% +$14.6K 0.26% 62
2023
Q1 		$806K Sell
19,955
-238
-1% -$9.7K 0.26% 65
2022
Q4 		$787K Buy
20,193
+4,160
+26% +$159K 0.26% 62
2022
Q3 		$586K Buy
16,033
+5,413
+51% +$220K 0.2% 66
2022
Q2 		$442K Hold
10,620
– – 0.34% 52
2022
Q1 		$490K Sell
10,620
-388
-4% -$18.7K 0.32% 50
2021
Q4 		$544K Hold
11,008
– – 0.32% 54
2021
Q3 		$551K Buy
11,008
+1,153
+12% +$59.6K 0.35% 54
2021
Q2 		$535K Hold
9,855
– – 0.35% 57
2021
Q1 		$513K Buy
9,855
+1,742
+21% +$92.7K 0.38% 57
2020
Q4 		$407K Buy
8,113
+205
+3% +$9.63K 0.24% 72
2020
Q3 		$342K Hold
7,908
– – 0.27% 70
2020
Q2 		$313K Hold
7,908
– – 0.26% 70
2020
Q1 		$265K Hold
7,908
– – 0.24% 74
2019
Q4 		$352K Sell
7,908
-346
-4% -$14.7K 0.26% 74
2019
Q3 		$332K Hold
8,254
– – 0.26% 76
2019
Q2 		$351K Hold
8,254
– – 0.28% 73
2019
Q1 		$351K Hold
8,254
– – 0.29% 74
2018
Q4 		$314K Buy
+8,254
New +$320K 0.29% 73
2017
Q3 		– Sell
-900
Closed -$37K – 236
2017
Q2 		$37K Buy
+900
New +$36.5K 0.03% 173

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 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Clearstead Trust's VWO Position: Q2 2026 in Review

Clearstead Trust reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8% in Q2 2026, selling an estimated $41.4K and leaving 8,088 shares worth $483K. The position accounts for 0.06% of the portfolio, ranked #114.

Clearstead Trust first reported a position in VWO in Q2 2017 and has held it in 32 quarters since. The position peaked at $822K in Q2 2023. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Clearstead Trust held 8,088 shares of Vanguard FTSE Emerging Markets ETF worth $483K as of Q2 2026.
  • Clearstead Trust sold 704 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $41.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.06% of Clearstead Trust's portfolio in Q2 2026, its #114 holding.
  • Clearstead Trust first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and has held it in 32 quarters since.
  • Clearstead Trust's Vanguard FTSE Emerging Markets ETF position peaked at $822K in Q2 2023.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.