Cyndeo Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cyndeo Wealth Partners’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	$2.71M	Sell	45,344 -390	-0.9%	-$22.9K	0.13%	164
2026 Q1	$2.47M	Buy	45,734 +1,048	+2%	+$58.7K	0.13%	157
2025 Q4	$2.4M	Sell	44,686 -540	-1%	-$29.3K	0.13%	153
2025 Q3	$2.45M	Sell	45,226 -454	-1%	-$23.4K	0.14%	149
2025 Q2	$2.26M	Sell	45,680 -265	-0.6%	-$12.3K	0.13%	154
2025 Q1	$2.08M	Sell	45,945 -1,815	-4%	-$81.7K	0.14%	158
2024 Q4	$2.1M	Sell	47,760 -3,188	-6%	-$148K	0.14%	155
2024 Q3	$2.44M	Sell	50,948 -4,319	-8%	-$192K	0.17%	145
2024 Q2	$2.42M	Sell	55,267 -4,172	-7%	-$180K	0.19%	141
2024 Q1	$2.48M	Sell	59,439 -5,110	-8%	-$209K	0.21%	139
2023 Q4	$2.65M	Sell	64,549 -142,914	-69%	-$5.67M	0.25%	114
2023 Q3	$8.13M	Buy	207,463 +2,984	+1%	+$122K	0.85%	27
2023 Q2	$8.32M	Buy	204,479 +15,299	+8%	+$617K	0.87%	23
2023 Q1	$7.64M	Buy	189,180 +14,327	+8%	+$584K	0.82%	26
2022 Q4	$6.82M	Buy	+174,853	New	+$6.67M	0.8%	30

Other funds holding VWO

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

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

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

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

Cyndeo Wealth Partners's VWO Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.85% in Q2 2026, selling an estimated $22.9K and leaving 45,344 shares worth $2.71M. The position accounts for 0.13% of the portfolio, ranked #164.

Cyndeo Wealth Partners first reported a position in VWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.32M in Q2 2023. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Cyndeo Wealth Partners held 45,344 shares of Vanguard FTSE Emerging Markets ETF worth $2.71M as of Q2 2026.
Cyndeo Wealth Partners sold 390 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $22.9K.
Vanguard FTSE Emerging Markets ETF made up 0.13% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #164 holding.
Cyndeo Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $8.32M in Q2 2023.
2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.