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

Copia 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 		$32.5K Hold
544
– – 0.02% 251
2026
Q1 		$29.4K Buy
544
+164
+43% +$9.19K 0.02% 247
2025
Q4 		$20.4K Buy
380
+4
+1% +$217 0.01% 267
2025
Q3 		$20.4K Buy
376
+50
+15% +$2.58K 0.02% 263
2025
Q2 		$16.1K Hold
326
– – 0.01% 252
2025
Q1 		$14.8K Sell
326
-47
-13% -$2.12K 0.01% 246
2024
Q4 		$16.4K Buy
+373
New +$17.3K 0.02% 226

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

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

Copia Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 544 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #251.

Copia Wealth Management first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Copia Wealth Management held 544 shares of Vanguard FTSE Emerging Markets ETF worth $32.5K as of Q2 2026.
  • Copia Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Copia Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.