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

Connecticut 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	$4.04M	Sell	67,746 -676	-1%	-$39.7K	0.15%	72
2026 Q1	$3.7M	Buy	68,422 +10,025	+17%	+$562K	0.16%	71
2025 Q4	$3.14M	Buy	58,397 +4	+0%	+$217	0.14%	72
2025 Q3	$3.16M	Sell	58,393 -84	-0.1%	-$4.33K	0.14%	72
2025 Q2	$2.89M	Buy	58,477 +3,734	+7%	+$173K	0.14%	72
2025 Q1	$2.48M	Buy	+54,743	New	+$2.46M	0.13%	80
2024 Q4	–	Sell	-58,464	Closed	-$2.8M	–	328
2024 Q3	$2.8M	Sell	58,464 -4,164	-7%	-$185K	0.14%	81
2024 Q2	$2.74M	Sell	62,628 -3,318	-5%	-$143K	0.14%	82
2024 Q1	$2.75M	Sell	65,946 -3,207	-5%	-$131K	0.15%	79
2023 Q4	$2.84M	Buy	69,153 +3,557	+5%	+$141K	0.16%	72
2023 Q3	$2.57M	Buy	65,596 +5,630	+9%	+$230K	0.18%	68
2023 Q2	$2.44M	Sell	59,966 -2,651	-4%	-$107K	0.17%	61
2023 Q1	$2.53M	Buy	62,617 +39,753	+174%	+$1.62M	0.19%	59
2022 Q4	$891K	Buy	22,864 +15,752	+221%	+$601K	0.08%	87
2022 Q3	$260K	Buy	+7,112	New	+$289K	0.02%	162
2020 Q4	–	Sell	-4,692	Closed	-$203K	–	217
2020 Q3	$203K	Buy	+4,692	New	+$204K	0.02%	195
2020 Q1	–	Sell	-8,089	Closed	-$360K	–	158
2019 Q4	$360K	Buy	8,089 +1,958	+32%	+$83K	0.04%	124
2019 Q3	$247K	Buy	+6,131	New	+$253K	0.03%	137
2017 Q3	–	Sell	-5,251	Closed	-$215K	–	66
2017 Q2	$215K	Sell	5,251 -4,832	-48%	-$196K	0.13%	59
2017 Q1	$404K	Buy	10,083 +133	+1%	+$5.13K	0.25%	41
2016 Q4	$370K	Sell	9,950 -711	-7%	-$26K	0.24%	39
2016 Q3	$400K	Buy	+10,661	New	+$397K	0.29%	35

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.99% in Q2 2026, selling an estimated $39.7K and leaving 67,746 shares worth $4.04M. The position accounts for 0.15% of the portfolio, ranked #72.

Connecticut Wealth Management first reported a position in VWO in Q3 2016 and has held it in 22 quarters since. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Connecticut Wealth Management held 67,746 shares of Vanguard FTSE Emerging Markets ETF worth $4.04M as of Q2 2026.
Connecticut Wealth Management sold 676 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $39.7K.
Vanguard FTSE Emerging Markets ETF made up 0.15% of Connecticut Wealth Management's portfolio in Q2 2026, its #72 holding.
Connecticut Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and has held it in 22 quarters since.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.