Dougherty Wealth Advisers’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Dougherty Wealth Advisers’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	$10.8M	Buy	181,522 +8,565	+5%	+$503K	5.94%	5
2026 Q1	$9.35M	Buy	172,957 +50,274	+41%	+$2.82M	5.93%	5
2025 Q4	$6.6M	Buy	122,683 +8,589	+8%	+$467K	3.73%	7
2025 Q3	$6.18M	Buy	114,094 +2,493	+2%	+$128K	3.98%	5
2025 Q2	$5.52M	Buy	111,601 +6,416	+6%	+$298K	3.67%	6
2025 Q1	$4.76M	Buy	105,185 +2,926	+3%	+$132K	3.52%	6
2024 Q4	$4.5M	Buy	102,259 +4,885	+5%	+$227K	3.49%	6
2024 Q3	$4.66M	Buy	97,374 +2,272	+2%	+$101K	3.7%	6
2024 Q2	$4.16M	Sell	95,102 -1,969	-2%	-$84.8K	3.64%	6
2024 Q1	$4.05M	Buy	97,071 +36,120	+59%	+$1.47M	3.59%	5
2023 Q4	$2.51M	Sell	60,951 -31,789	-34%	-$1.26M	2.3%	8
2023 Q3	$3.64M	Buy	92,740 +380	+0.4%	+$15.5K	4.21%	6
2023 Q2	$3.76M	Buy	92,360 +1,222	+1%	+$49.3K	5.16%	5
2023 Q1	$3.68M	Sell	91,138 -282	-0.3%	-$11.5K	5.56%	5
2022 Q4	$3.56M	Buy	91,420 +4,388	+5%	+$167K	5.85%	4
2022 Q3	$3.18M	Sell	87,032 -1,052	-1%	-$42.7K	6.28%	4
2022 Q2	$3.67M	Buy	88,084 +229	+0.3%	+$9.89K	6.85%	4
2022 Q1	$4.05M	Buy	87,855 +2,191	+3%	+$105K	6.12%	5
2021 Q4	$4.24M	Buy	85,664 +1,460	+2%	+$73.6K	5.92%	5
2021 Q3	$4.21M	Buy	84,204 +29	+0%	+$1.5K	6.27%	5
2021 Q2	$4.57M	Sell	84,175 -497	-0.6%	-$26.5K	6.75%	5
2021 Q1	$4.41M	Sell	84,672 -129	-0.2%	-$6.87K	6.65%	6
2020 Q4	$4.25M	Buy	84,801 +53,877	+174%	+$2.53M	6.68%	5
2020 Q3	$1.34M	Buy	30,924 +27	+0.1%	+$1.17K	4.61%	5
2020 Q2	$1.22M	Buy	30,897 +1,989	+7%	+$73.6K	4.48%	4
2020 Q1	$970K	Sell	28,908 -1,304	-4%	-$53.2K	3.86%	6
2019 Q4	$1.34M	Buy	30,212 +277	+0.9%	+$11.7K	4.11%	6
2019 Q3	$1.21M	Buy	29,935 +5,073	+20%	+$209K	3.96%	6
2019 Q2	$1.06M	Buy	24,862 +2,451	+11%	+$103K	2.99%	9
2019 Q1	$952K	Buy	22,411 +157	+0.7%	+$6.46K	3.23%	8
2018 Q4	$916K	Buy	+22,254	New	+$862K	3.02%	9

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

Dougherty Wealth Advisers's VWO Position: Q2 2026 in Review

Dougherty Wealth Advisers increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5% in Q2 2026, buying an estimated $503K and bringing the position to 181,522 shares worth $10.8M. The position accounts for 5.94% of the portfolio, ranked #5.

Dougherty Wealth Advisers first reported a position in VWO in Q4 2018 and has held it in 31 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Dougherty Wealth Advisers held 181,522 shares of Vanguard FTSE Emerging Markets ETF worth $10.8M as of Q2 2026.
Dougherty Wealth Advisers bought 8,565 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $503K.
Vanguard FTSE Emerging Markets ETF made up 5.94% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #5 holding.
Dougherty Wealth Advisers first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.