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

Empirical 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	$17.2M	Sell	288,101 -4,423	-2%	-$260K	0.25%	75
2026 Q1	$15.8M	Sell	292,524 -142	-0%	-$7.96K	0.27%	68
2025 Q4	$15.7M	Sell	292,666 -1,563	-0.5%	-$84.9K	0.28%	67
2025 Q3	$15.9M	Sell	294,229 -1,283	-0.4%	-$66.1K	0.32%	61
2025 Q2	$14.6M	Buy	295,512 +18,712	+7%	+$868K	0.33%	61
2025 Q1	$12.5M	Buy	276,800 +22,747	+9%	+$1.02M	0.32%	60
2024 Q4	$11.2M	Buy	254,053 +5,119	+2%	+$238K	0.3%	67
2024 Q3	$11.9M	Sell	248,934 -2,609	-1%	-$116K	0.33%	61
2024 Q2	$11M	Sell	251,543 -7,073	-3%	-$305K	0.33%	64
2024 Q1	$10.8M	Sell	258,616 -4,285	-2%	-$175K	0.33%	62
2023 Q4	$10.8M	Buy	262,901 +6,114	+2%	+$243K	0.36%	58
2023 Q3	$10.1M	Sell	256,787 -7,577	-3%	-$309K	0.39%	56
2023 Q2	$10.8M	Sell	264,364 -6,044	-2%	-$244K	0.43%	47
2023 Q1	$10.9M	Sell	270,408 -3,331	-1%	-$136K	0.47%	40
2022 Q4	$10.7M	Sell	273,739 -53,097	-16%	-$2.02M	0.5%	40
2022 Q3	$11.9M	Buy	326,836 +29,953	+10%	+$1.22M	0.62%	31
2022 Q2	$12.4M	Buy	296,883 +45,061	+18%	+$1.95M	0.65%	31
2022 Q1	$11.6M	Buy	251,822 +18,012	+8%	+$866K	0.58%	36
2021 Q4	$11.6M	Buy	233,810 +37,311	+19%	+$1.88M	0.58%	37
2021 Q3	$9.83M	Buy	196,499 +30,064	+18%	+$1.55M	0.56%	36
2021 Q2	$9.04M	Buy	166,435 +30,850	+23%	+$1.64M	0.55%	36
2021 Q1	$7.06M	Sell	135,585 -22,389	-14%	-$1.19M	0.57%	32
2020 Q4	$7.92M	Sell	157,974 -478	-0.3%	-$22.5K	0.6%	34
2020 Q3	$6.85M	Sell	158,452 -4,802	-3%	-$209K	0.59%	33
2020 Q2	$6.47M	Buy	163,254 +10,207	+7%	+$378K	0.6%	31
2020 Q1	$5.13M	Buy	153,047 +112,715	+279%	+$4.59M	0.56%	32
2019 Q4	$1.79M	Sell	40,332 -4,457	-10%	-$189K	0.2%	80
2019 Q3	$1.8M	Buy	44,789 +10,336	+30%	+$427K	0.22%	74
2019 Q2	$1.47M	Buy	34,453 +6,494	+23%	+$273K	0.19%	84
2019 Q1	$1.19M	Buy	27,959 +2,470	+10%	+$102K	0.17%	78
2018 Q4	$971K	Buy	25,489 +6,561	+35%	+$254K	0.16%	74
2018 Q3	$776K	Sell	18,928 -5,007	-21%	-$211K	0.14%	86
2018 Q2	$1.01M	Buy	23,935 +8,482	+55%	+$383K	0.19%	65
2018 Q1	$726K	Buy	15,453 +2,357	+18%	+$113K	0.14%	77
2017 Q4	$601K	Buy	+13,096	New	+$585K	0.13%	80
2015 Q4	–	Sell	-7,047	Closed	-$233K	–	115
2015 Q3	$233K	Sell	7,047 -2,817	-29%	-$102K	0.06%	106
2015 Q2	$403K	Buy	9,864 +688	+7%	+$29.6K	0.09%	84
2015 Q1	$375K	Hold	9,176	–	–	0.09%	75
2014 Q4	$367K	Buy	9,176 +1,568	+21%	+$64.6K	0.09%	75
2014 Q3	$317K	Sell	7,608 -5,986	-44%	-$266K	0.08%	80
2014 Q2	$586K	Buy	13,594 +6,465	+91%	+$272K	0.15%	64
2014 Q1	$289K	Sell	7,129 -117	-2%	-$4.54K	0.08%	81
2013 Q4	$298K	Buy	7,246 +603	+9%	+$24.9K	0.08%	78
2013 Q3	$267K	Sell	6,643 -3,661	-36%	-$145K	0.08%	80
2013 Q2	$400K	Buy	+10,304	New	+$432K	0.13%	61

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Empirical Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.5% in Q2 2026, selling an estimated $260K and leaving 288,101 shares worth $17.2M. The position accounts for 0.25% of the portfolio, ranked #75.

Empirical Wealth Management first reported a position in VWO in Q2 2013 and has held it in 45 quarters since. 1,190 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Empirical Wealth Management held 288,101 shares of Vanguard FTSE Emerging Markets ETF worth $17.2M as of Q2 2026.
Empirical Wealth Management sold 4,423 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $260K.
Vanguard FTSE Emerging Markets ETF made up 0.25% of Empirical Wealth Management's portfolio in Q2 2026, its #75 holding.
Empirical Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 45 quarters since.
1,190 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.