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Confluence Wealth Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Confluence Wealth Services’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 		$438K Buy
7,342
+1,047
+17% +$61.5K 0.01% 350
2026
Q1 		$340K Hold
6,295
– – 0.01% 306
2025
Q4 		$338K Buy
6,295
+240
+4% +$13K 0.01% 305
2025
Q3 		$328K Buy
6,055
+37
+0.6% +$1.91K 0.02% 304
2025
Q2 		$298K Buy
6,018
+926
+18% +$42.9K 0.02% 312
2025
Q1 		$226K Sell
5,092
-1,580
-24% -$71.1K 0.01% 320
2024
Q4 		$296K Sell
6,672
-441
-6% -$20.5K 0.02% 280
2024
Q3 		$340K Buy
7,113
+1,670
+31% +$74.3K 0.02% 264
2024
Q2 		$238K Sell
5,443
-724
-12% -$31.2K 0.02% 336
2024
Q1 		$258K Sell
6,167
-33
-0.5% -$1.35K 0.02% 296
2023
Q4 		$255K Sell
6,200
-18
-0.3% -$714 0.03% 257
2023
Q3 		$244K Buy
6,218
+340
+6% +$13.9K 0.05% 233
2023
Q2 		$239K Sell
5,878
-206
-3% -$8.3K 0.05% 240
2023
Q1 		$246K Sell
6,084
-398
-6% -$16.2K 0.06% 226
2022
Q4 		$253K Sell
6,482
-843
-12% -$32.1K 0.07% 198
2022
Q3 		$267K Sell
7,325
-1,514
-17% -$61.5K 0.11% 187
2022
Q2 		$372K Buy
8,839
+2,887
+49% +$125K 0.16% 179
2022
Q1 		$274K Buy
5,952
+409
+7% +$19.7K 0.1% 202
2021
Q4 		$274K Buy
+5,543
New +$280K 0.09% 194

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

Confluence Wealth Services's VWO Position: Q2 2026 in Review

Confluence Wealth Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 17% in Q2 2026, buying an estimated $61.5K and bringing the position to 7,342 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #350.

Confluence Wealth Services first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Confluence Wealth Services held 7,342 shares of Vanguard FTSE Emerging Markets ETF worth $438K as of Q2 2026.
  • Confluence Wealth Services bought 1,047 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $61.5K.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #350 holding.
  • Confluence Wealth Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.