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

Congress 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
2025 Q2	$22.2M	Buy	448,601 +26,500	+6%	+$1.23M	0.22%	115
2025 Q1	$19.1M	Buy	422,101 +12,727	+3%	+$573K	0.23%	117
2024 Q4	$18M	Buy	409,374 +8,022	+2%	+$373K	0.25%	116
2024 Q3	$19.2M	Buy	401,352 +144,707	+56%	+$6.44M	0.26%	102
2024 Q2	$11.2M	Buy	256,645 +62,440	+32%	+$2.69M	0.18%	161
2024 Q1	$8.11M	Sell	194,205 -29,369	-13%	-$1.2M	0.14%	186
2023 Q4	$9.19M	Sell	223,574 -7,039	-3%	-$279K	0.17%	163
2023 Q3	$9.04M	Buy	230,613 +24,849	+12%	+$1.01M	0.19%	155
2023 Q2	$8.37M	Sell	205,764 -7,822	-4%	-$315K	0.19%	146
2023 Q1	$8.63M	Sell	213,586 -11,686	-5%	-$476K	0.21%	143
2022 Q4	$8.78M	Buy	225,272 +4,788	+2%	+$183K	0.23%	136
2022 Q3	$8.04M	Buy	220,484 +71,709	+48%	+$2.91M	0.22%	141
2022 Q2	$6.2M	Sell	148,775 -102	-0.1%	-$4.4K	0.16%	170
2022 Q1	$6.87M	Sell	148,877 -51,541	-26%	-$2.48M	0.15%	178
2021 Q4	$9.91M	Buy	+200,418	New	+$10.1M	0.2%	151

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

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

Congress Wealth Management's VWO Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.3% in Q2 2025, buying an estimated $1.23M and bringing the position to 448,601 shares worth $22.2M. The position accounts for 0.22% of the portfolio, ranked #115.

Congress Wealth Management first reported a position in VWO in Q4 2021 and has held it in 15 quarters since. 2,267 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

Congress Wealth Management held 448,601 shares of Vanguard FTSE Emerging Markets ETF worth $22.2M as of Q2 2025.
Congress Wealth Management bought 26,500 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $1.23M.
Vanguard FTSE Emerging Markets ETF made up 0.22% of Congress Wealth Management's portfolio in Q2 2025, its #115 holding.
Congress Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
2,267 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.