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

Defined 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
Q3 		$4.6M Buy
77,588
+82
+0.1% +$4.9K 2.36% 13
2026
Q2 		$4.63M Sell
77,506
-1,036
-1% -$60.9K 2.38% 14
2026
Q1 		$4.25M Sell
78,542
-263
-0.3% -$14.7K 2.49% 13
2025
Q4 		$4.24M Sell
78,805
-565
-0.7% -$30.7K 2.44% 13
2025
Q3 		$4.3M Sell
79,370
-736
-0.9% -$37.9K 2.5% 13
2025
Q2 		$3.96M Sell
80,106
-498
-0.6% -$23.1K 2.45% 13
2025
Q1 		$3.65M Buy
80,604
+698
+0.9% +$31.4K 2.45% 12
2024
Q4 		$3.52M Buy
79,906
+392
+0.5% +$18.2K 2.33% 13
2024
Q3 		$3.8M Buy
79,514
+48
+0.1% +$2.14K 2.47% 12
2024
Q2 		$3.48M Sell
79,466
-449
-0.6% -$19.3K 2.42% 13
2024
Q1 		$3.34M Sell
79,915
-2,328
-3% -$95K 2.4% 12
2023
Q4 		$3.38M Buy
82,243
+2,512
+3% +$100K 2.59% 10
2023
Q3 		$3.13M Buy
79,731
+1,604
+2% +$65.5K 2.67% 10
2023
Q2 		$3.18M Buy
78,127
+3,948
+5% +$159K 2.68% 10
2023
Q1 		$3M Buy
74,179
+25,558
+53% +$1.04M 2.8% 8
2022
Q4 		$1.9M Buy
48,621
+42,204
+658% +$1.61M 1.78% 14
2022
Q3 		$234K Buy
6,417
+1,212
+23% +$49.2K 0.25% 81
2022
Q2 		$217K Buy
5,205
+720
+16% +$31.1K 0.22% 88
2022
Q1 		$207K Buy
+4,485
New +$216K 0.18% 93
2021
Q1 		– Sell
-2,215
Closed -$111K – 203
2020
Q4 		$111K Buy
+2,215
New +$104K 0.11% 105

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Defined Wealth Management's VWO Position: Q3 2026 in Review

Defined Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.11% in Q3 2026, buying an estimated $4.9K and bringing the position to 77,588 shares worth $4.6M. The position accounts for 2.36% of the portfolio, ranked #13.

Defined Wealth Management first reported a position in VWO in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.63M in Q2 2026. 678 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Defined Wealth Management held 77,588 shares of Vanguard FTSE Emerging Markets ETF worth $4.6M as of Q3 2026.
  • Defined Wealth Management bought 82 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $4.9K.
  • Vanguard FTSE Emerging Markets ETF made up 2.36% of Defined Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Defined Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 20 quarters since.
  • Defined Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $4.63M in Q2 2026.
  • 678 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.