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

Elmwood 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	$5M	Buy	83,728 +2,824	+3%	+$166K	1.25%	26
2026 Q1	$4.37M	Buy	80,904 +31,421	+63%	+$1.76M	1.21%	28
2025 Q4	$2.66M	Buy	49,483 +4,231	+9%	+$230K	0.84%	47
2025 Q3	$2.45M	Buy	45,252 +3,103	+7%	+$160K	0.87%	45
2025 Q2	$2.08M	Sell	42,149 -27,244	-39%	-$1.26M	0.83%	47
2025 Q1	$3.14M	Buy	69,393 +2,365	+4%	+$106K	1.29%	26
2024 Q4	$2.95M	Buy	67,028 +7,520	+13%	+$350K	1.19%	29
2024 Q3	$2.85M	Buy	59,508 +5,543	+10%	+$247K	1.17%	34
2024 Q2	$2.36M	Buy	53,965 +4,728	+10%	+$204K	1.05%	36
2024 Q1	$2.06M	Buy	49,237 +25,547	+108%	+$1.04M	0.88%	40
2023 Q4	$974K	Sell	23,690 -18,313	-44%	-$726K	0.68%	49
2023 Q3	$1.65M	Buy	42,003 +1,166	+3%	+$47.6K	0.79%	45
2023 Q2	$1.66M	Sell	40,837 -239	-0.6%	-$9.64K	0.77%	45
2023 Q1	$1.66M	Buy	41,076 +7,336	+22%	+$299K	0.78%	43
2022 Q4	$1.32M	Buy	+33,740	New	+$1.29M	0.66%	54
2022 Q1	–	Sell	-4,372	Closed	-$216K	–	327
2021 Q4	$216K	Buy	+4,372	New	+$220K	0.1%	108
2021 Q2	$366K	Buy	6,740 +39	+0.6%	+$2.08K	0.19%	88
2021 Q1	$349K	Buy	+6,701	New	+$357K	0.21%	85
2020 Q3	$82K	Hold	2,075	–	–	0.07%	112
2020 Q2	$82K	Sell	2,075 -11,496	-85%	-$426K	0.07%	112
2020 Q1	$638K	Sell	13,571 -7,504	-36%	-$306K	0.61%	59
2019 Q4	$937K	Sell	21,075 -414	-2%	-$17.5K	0.82%	54
2019 Q3	$865K	Buy	21,489 +1,310	+6%	+$54.1K	0.87%	49
2019 Q2	$858K	Buy	20,179 +2,456	+14%	+$103K	0.76%	53
2019 Q1	$753K	Buy	17,723 +4,596	+35%	+$189K	0.7%	56
2018 Q4	$500K	Sell	13,127 -304	-2%	-$11.8K	0.48%	70
2018 Q3	$551K	Sell	13,431 -665	-5%	-$28K	0.46%	72
2018 Q2	$595K	Buy	14,096 +525	+4%	+$23.7K	0.54%	66
2018 Q1	$638K	Buy	+13,571	New	+$651K	0.61%	59

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Elmwood Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.5% in Q2 2026, buying an estimated $166K and bringing the position to 83,728 shares worth $5M. The position accounts for 1.25% of the portfolio, ranked #26.

Elmwood Wealth Management first reported a position in VWO in Q1 2018 and has held it in 29 quarters since. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Elmwood Wealth Management held 83,728 shares of Vanguard FTSE Emerging Markets ETF worth $5M as of Q2 2026.
Elmwood Wealth Management bought 2,824 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $166K.
Vanguard FTSE Emerging Markets ETF made up 1.25% of Elmwood Wealth Management's portfolio in Q2 2026, its #26 holding.
Elmwood Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 29 quarters since.
938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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