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 Q2	$682K	Hold	11,430	–	–	0.56%	20
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 $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

ClientFirst Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 11,430 shares worth $682K. The position accounts for 0.56% of the portfolio, ranked #20.

ClientFirst Wealth Management first reported a position in VWO in Q4 2021 and has held it in 15 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

ClientFirst Wealth Management held 11,430 shares of Vanguard FTSE Emerging Markets ETF worth $682K as of Q2 2026.
ClientFirst Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.56% of ClientFirst Wealth Management's portfolio in Q2 2026, its #20 holding.
ClientFirst Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.