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

Evelyn Partners Investment 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 		$217K Sell
4,020
-92
-2% -$5.15K 0.01% 201
2025
Q4 		$221K Buy
4,112
+1,680
+69% +$91.3K 0.01% 199
2025
Q3 		$132K Hold
2,432
– – ﹤0.01% 227
2025
Q2 		$120K Buy
2,432
+425
+21% +$19.7K ﹤0.01% 226
2025
Q1 		$90.8K Hold
2,007
– – ﹤0.01% 241
2024
Q4 		$88.4K Buy
+2,007
New +$93.3K ﹤0.01% 241

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.2% in Q1 2026, selling an estimated $5.15K and leaving 4,020 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #201.

Evelyn Partners Investment Management first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $221K in Q4 2025. 2,543 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Evelyn Partners Investment Management held 4,020 shares of Vanguard FTSE Emerging Markets ETF worth $217K as of Q1 2026.
  • Evelyn Partners Investment Management sold 92 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $5.15K.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #201 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $221K in Q4 2025.
  • 2,543 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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