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Concord Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Concord Wealth Partners’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 		$80.7K Buy
+1,351
New +$79.4K 0.01% 310
2026
Q1 		– Sell
-2,091
Closed -$112K – 781
2025
Q4 		$112K Sell
2,091
-520
-20% -$28.2K 0.01% 246
2025
Q3 		$141K Sell
2,611
-152
-6% -$7.83K 0.02% 223
2025
Q2 		$137K Buy
2,763
+2
+0.1% +$93 0.02% 241
2025
Q1 		$125K Sell
2,761
-637
-19% -$28.7K 0.02% 223
2024
Q4 		$150K Sell
3,398
-1,244
-27% -$57.8K 0.02% 215
2024
Q3 		$222K Buy
4,642
+2
+0% +$89 0.04% 196
2024
Q2 		$203K Sell
4,640
-520
-10% -$22.4K 0.04% 195
2024
Q1 		$216K Buy
5,160
+4,932
+2,163% +$201K 0.04% 203
2023
Q4 		$9.39K Buy
228
+1
+0.4% +$40 ﹤0.01% 575
2023
Q3 		$8.89K Buy
227
+1
+0.4% +$41 ﹤0.01% 634
2023
Q2 		$9.2K Buy
226
+142
+169% +$5.72K ﹤0.01% 616
2023
Q1 		$3.39K Sell
84
-152
-64% -$6.19K ﹤0.01% 732
2022
Q4 		$9.19K Buy
+236
New +$9K ﹤0.01% 650
2022
Q3 		– Sell
-292
Closed -$12K – 1142
2022
Q2 		$12K Sell
292
-16
-5% -$691 ﹤0.01% 658
2022
Q1 		$14K Buy
308
+188
+157% +$9.04K ﹤0.01% 705
2021
Q4 		$6K Buy
120
+37
+45% +$1.87K ﹤0.01% 917
2021
Q3 		$4K Sell
83
-40
-33% -$2.07K ﹤0.01% 654
2021
Q2 		$7K Sell
123
-21
-15% -$1.12K ﹤0.01% 694
2021
Q1 		$7K Sell
144
-510
-78% -$27.1K ﹤0.01% 636
2020
Q4 		$33K Buy
+654
New +$30.7K 0.03% 256

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

Concord Wealth Partners's VWO Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 1,351 shares worth $80.7K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VWO as recently as Q4 2025.

Concord Wealth Partners first reported a position in VWO in Q4 2020 and has held it in 21 quarters since. The position peaked at $222K in Q3 2024. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Concord Wealth Partners held 1,351 shares of Vanguard FTSE Emerging Markets ETF worth $80.7K as of Q2 2026.
  • Vanguard FTSE Emerging Markets ETF was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • Concord Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $222K in Q3 2024.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.