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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
Q3 		$298K Buy
5,027
+9
+0.2% +$537 0.14% 161
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Essential Partners's VWO Position: Q3 2026 in Review

Essential Partners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.18% in Q3 2026, buying an estimated $537 and bringing the position to 5,027 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #161.

Essential Partners first reported a position in VWO in Q2 2025 and has held it in 6 quarters since. The position peaked at $300K in Q2 2026. 489 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Essential Partners held 5,027 shares of Vanguard FTSE Emerging Markets ETF worth $298K as of Q3 2026.
  • Essential Partners bought 9 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $537.
  • Vanguard FTSE Emerging Markets ETF made up 0.14% of Essential Partners's portfolio in Q3 2026, its #161 holding.
  • Essential Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Vanguard FTSE Emerging Markets ETF position peaked at $300K in Q2 2026.
  • 489 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.