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Crestmont Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Crestmont Private Wealth’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 		$18M Buy
302,361
+6,966
+2% +$409K 5.06% 7
2026
Q1 		$16M Buy
295,395
+6,618
+2% +$371K 5.03% 6
2025
Q4 		$15.5M Sell
288,777
-1,413
-0.5% -$76.8K 5.05% 6
2025
Q3 		$15.7M Buy
290,190
+1,732
+0.6% +$89.2K 5.19% 5
2025
Q2 		$14.3M Buy
288,458
+471
+0.2% +$21.8K 5.16% 5
2025
Q1 		$13M Sell
287,987
-21,438
-7% -$965K 5.64% 4
2024
Q4 		$13.6M Buy
309,425
+6,805
+2% +$316K 6.13% 3
2024
Q3 		$14.5M Buy
302,620
+7,958
+3% +$354K 6.33% 3
2024
Q2 		$12.9M Sell
294,662
-5,861
-2% -$252K 6.21% 3
2024
Q1 		$12.6M Sell
300,523
-13,243
-4% -$540K 6.23% 4
2023
Q4 		$12.9M Buy
313,766
+6,883
+2% +$273K 6.56% 4
2023
Q3 		$12M Buy
306,883
+7,313
+2% +$299K 7.36% 4
2023
Q2 		$12.2M Buy
299,570
+22,275
+8% +$898K 7.14% 4
2023
Q1 		$11.2M Sell
277,295
-3,009
-1% -$123K 7.32% 4
2022
Q4 		$10.9M Buy
280,304
+2,651
+1% +$101K 7.47% 4
2022
Q3 		$10.1M Buy
+277,653
New +$11.3M 7.68% 4

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

Crestmont Private Wealth's VWO Position: Q2 2026 in Review

Crestmont Private Wealth increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.4% in Q2 2026, buying an estimated $409K and bringing the position to 302,361 shares worth $18M. The position accounts for 5.06% of the portfolio, ranked #7.

Crestmont Private Wealth first reported a position in VWO in Q3 2022 and has held it in 16 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Crestmont Private Wealth held 302,361 shares of Vanguard FTSE Emerging Markets ETF worth $18M as of Q2 2026.
  • Crestmont Private Wealth bought 6,966 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $409K.
  • Vanguard FTSE Emerging Markets ETF made up 5.06% of Crestmont Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Crestmont Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.