Evelyn Partners Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Evelyn Partners Asset 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 Q1	$372K	Hold	6,883	–	–	0.09%	83
2025 Q4	$370K	Buy	6,883 +1,616	+31%	+$87.8K	0.09%	83
2025 Q3	$285K	Hold	5,267	–	–	0.06%	88
2025 Q2	$261K	Hold	5,267	–	–	0.07%	87
2025 Q1	$238K	Sell	5,267 -2,158	-29%	-$97.1K	0.07%	88
2024 Q4	$327K	Buy	+7,425	New	+$345K	0.09%	79

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evelyn Partners Asset Management's VWO Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2026 at 6,883 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #83.

Evelyn Partners Asset Management first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. 2,549 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Evelyn Partners Asset Management held 6,883 shares of Vanguard FTSE Emerging Markets ETF worth $372K as of Q1 2026.
Evelyn Partners Asset Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2026.
Vanguard FTSE Emerging Markets ETF made up 0.09% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #83 holding.
Evelyn Partners Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,549 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.