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

ClientFirst 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 Q1	$618K	Buy	11,430 +250	+2%	+$14K	0.52%	19
2025 Q4	$601K	Hold	11,180	–	–	0.48%	22
2025 Q3	$606K	Hold	11,180	–	–	0.48%	21
2025 Q2	$553K	Hold	11,180	–	–	0.57%	20
2025 Q1	$506K	Hold	11,180	–	–	0.57%	18
2024 Q4	$492K	Buy	+11,180	New	+$520K	0.5%	19
2023 Q3	$446K	Hold	11,261	–	–	0.54%	18
2023 Q2	$472K	Buy	11,261 +815	+8%	+$32.9K	0.56%	16
2023 Q1	$422K	Hold	10,446	–	–	0.56%	15
2022 Q4	$407K	Sell	10,446 -4,700	-31%	-$179K	0.52%	15
2022 Q3	$578K	Buy	15,146 +2,000	+15%	+$81.2K	0.72%	14
2022 Q2	$548K	Buy	13,146 +200	+2%	+$8.63K	0.83%	17
2022 Q1	$596K	Hold	12,946	–	–	0.55%	18
2021 Q4	$597K	Buy	+12,946	New	+$653K	0.54%	18

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ClientFirst Wealth Management's VWO Position: Q1 2026 in Review

ClientFirst Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.2% in Q1 2026, buying an estimated $14K and bringing the position to 11,430 shares worth $618K. The position accounts for 0.52% of the portfolio, ranked #19.

ClientFirst Wealth Management first reported a position in VWO in Q4 2021 and has held it in 14 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

ClientFirst Wealth Management held 11,430 shares of Vanguard FTSE Emerging Markets ETF worth $618K as of Q1 2026.
ClientFirst Wealth Management bought 250 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $14K.
Vanguard FTSE Emerging Markets ETF made up 0.52% of ClientFirst Wealth Management's portfolio in Q1 2026, its #19 holding.
ClientFirst Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 14 quarters since.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.