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

DWR 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 		$4.05M Sell
68,493
-6,256
-8% -$368K 3.03% 11
2026
Q1 		$3.92M Sell
74,749
-2,279
-3% -$128K 3.41% 10
2025
Q4 		$4.14M Buy
+77,028
New +$4.18M 3.85% 9

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

DWR Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8.4% in Q2 2026, selling an estimated $368K and leaving 68,493 shares worth $4.05M. The position accounts for 3.03% of the portfolio, ranked #11.

DWR Wealth Management first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.14M in Q4 2025. 887 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • DWR Wealth Management held 68,493 shares of Vanguard FTSE Emerging Markets ETF worth $4.05M as of Q2 2026.
  • DWR Wealth Management sold 6,256 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $368K.
  • Vanguard FTSE Emerging Markets ETF made up 3.03% of DWR Wealth Management's portfolio in Q2 2026, its #11 holding.
  • DWR Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $4.14M in Q4 2025.
  • 887 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.