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

Evergreen Wealth 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 Q2	$555K	Sell	9,296 -236	-2%	-$13.9K	0.26%	50
2026 Q1	$515K	Buy	9,532 +302	+3%	+$16.9K	0.27%	50
2025 Q4	$496K	Sell	9,230 -531	-5%	-$28.8K	0.25%	49
2025 Q3	$529K	Sell	9,761 -102	-1%	-$5.25K	0.28%	48
2025 Q2	$488K	Sell	9,863 -160	-2%	-$7.42K	0.27%	49
2025 Q1	$454K	Sell	10,023 -10,406	-51%	-$468K	0.27%	50
2024 Q4	$900K	Sell	20,429 -1,097	-5%	-$51K	0.53%	47
2024 Q3	$1.03M	Buy	21,526 +1,190	+6%	+$53K	0.62%	46
2024 Q2	$890K	Hold	20,336	–	–	0.59%	47
2024 Q1	$849K	Hold	20,336	–	–	0.58%	48
2023 Q4	$836K	Buy	20,336 +890	+5%	+$35.3K	0.61%	47
2023 Q3	$762K	Buy	19,446 +463	+2%	+$18.9K	0.6%	49
2023 Q2	$772K	Buy	18,983 +3,952	+26%	+$159K	0.6%	45
2023 Q1	$607K	Buy	15,031 +980	+7%	+$39.9K	0.54%	46
2022 Q4	$548K	Buy	+14,051	New	+$536K	0.5%	50

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Evergreen Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.5% in Q2 2026, selling an estimated $13.9K and leaving 9,296 shares worth $555K. The position accounts for 0.26% of the portfolio, ranked #50.

Evergreen Wealth Management first reported a position in VWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2024. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Evergreen Wealth Management held 9,296 shares of Vanguard FTSE Emerging Markets ETF worth $555K as of Q2 2026.
Evergreen Wealth Management sold 236 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $13.9K.
Vanguard FTSE Emerging Markets ETF made up 0.26% of Evergreen Wealth Management's portfolio in Q2 2026, its #50 holding.
Evergreen Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Evergreen Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.03M in Q3 2024.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.