Evergreen Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Evergreen Private Wealth’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	$332K	Sell	5,566 -262	-4%	-$15.4K	0.12%	59
2026 Q1	$315K	Buy	5,828 +38	+0.7%	+$2.13K	0.13%	54
2025 Q4	$311K	Sell	5,790 -310	-5%	-$16.8K	0.12%	57
2025 Q3	$330K	Buy	6,100 +381	+7%	+$19.6K	0.13%	55
2025 Q2	$283K	Sell	5,719 -338	-6%	-$15.7K	0.12%	58
2025 Q1	$274K	Sell	6,057 -144	-2%	-$6.48K	0.13%	58
2024 Q4	$273K	Buy	6,201 +198	+3%	+$9.2K	0.13%	60
2024 Q3	$287K	Buy	6,003 +338	+6%	+$15K	0.13%	60
2024 Q2	$248K	Sell	5,665 -107	-2%	-$4.61K	0.12%	62
2024 Q1	$241K	Buy	5,772 +422	+8%	+$17.2K	0.12%	66
2023 Q4	$220K	Buy	+5,350	New	+$212K	0.12%	65

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

Evergreen Private Wealth's VWO Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.5% in Q2 2026, selling an estimated $15.4K and leaving 5,566 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #59.

Evergreen Private Wealth first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Evergreen Private Wealth held 5,566 shares of Vanguard FTSE Emerging Markets ETF worth $332K as of Q2 2026.
Evergreen Private Wealth sold 262 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $15.4K.
Vanguard FTSE Emerging Markets ETF made up 0.12% of Evergreen Private Wealth's portfolio in Q2 2026, its #59 holding.
Evergreen Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.