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Essential Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Essential Partners’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 		$300K Sell
5,018
-51
-1% -$3K 0.14% 160
2026
Q1 		$274K Buy
5,069
+2,554
+102% +$143K 0.09% 236
2025
Q4 		$135K Buy
2,515
+358
+17% +$19.4K 0.04% 381
2025
Q3 		$117K Hold
2,157
– – 0.04% 407
2025
Q2 		$107K Buy
+2,157
New +$100K 0.04% 344

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Essential Partners's VWO Position: Q2 2026 in Review

Essential Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1% in Q2 2026, selling an estimated $3K and leaving 5,018 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #160.

Essential Partners first reported a position in VWO in Q2 2025 and has held it in 5 quarters since. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Essential Partners held 5,018 shares of Vanguard FTSE Emerging Markets ETF worth $300K as of Q2 2026.
  • Essential Partners sold 51 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.14% of Essential Partners's portfolio in Q2 2026, its #160 holding.
  • Essential Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.