EFG
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Everhart Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Everhart Financial Group’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 		$12.5M Sell
210,158
-8,570
-4% -$504K 0.8% 19
2026
Q1 		$11.8M Sell
218,728
-12,773
-6% -$716K 1.01% 15
2025
Q4 		$12.4M Sell
231,501
-21,992
-9% -$1.19M 1.15% 13
2025
Q3 		$13.7M Sell
253,493
-21,855
-8% -$1.13M 1.38% 11
2025
Q2 		$13.6M Sell
275,348
-25,713
-9% -$1.19M 1.57% 9
2025
Q1 		$13.6M Buy
301,061
+202,831
+206% +$9.13M 1.86% 8
2024
Q4 		$4.33M Sell
98,230
-7,096
-7% -$330K 0.89% 21
2024
Q3 		$5.02M Sell
105,326
-1,286
-1% -$57.3K 1.11% 14
2024
Q2 		$4.64M Buy
106,612
+5,962
+6% +$257K 1.21% 14
2024
Q1 		$4.2M Buy
100,650
+68
+0.1% +$2.77K 1.22% 13
2023
Q4 		$4.13M Buy
100,582
+3,906
+4% +$155K 1.46% 11
2023
Q3 		$3.79M Buy
96,676
+3,592
+4% +$147K 1.61% 10
2023
Q2 		$3.35M Buy
93,084
+4,990
+6% +$201K 1.39% 17
2023
Q1 		$3.56M Sell
88,094
-5,924
-6% -$241K 1.6% 12
2022
Q4 		$3.66M Buy
94,018
+13,286
+16% +$507K 1.84% 13
2022
Q3 		$2.94M Buy
80,732
+2,444
+3% +$99.2K 1.63% 13
2022
Q2 		$3.26M Buy
78,288
+6,432
+9% +$278K 1.98% 10
2022
Q1 		$3.31M Buy
71,856
+2,153
+3% +$104K 1.92% 12
2021
Q4 		$3.45M Sell
69,703
-6,625
-9% -$334K 2.08% 12
2021
Q3 		$3.82M Buy
76,328
+8,925
+13% +$461K 2.61% 9
2021
Q2 		$3.66M Buy
67,403
+35,471
+111% +$1.89M 2.52% 9
2021
Q1 		$1.66M Buy
31,932
+499
+2% +$26.6K 1.46% 19
2020
Q4 		$1.57M Buy
+31,433
New +$1.48M 1.45% 18

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Everhart Financial Group's VWO Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.9% in Q2 2026, selling an estimated $504K and leaving 210,158 shares worth $12.5M. The position accounts for 0.8% of the portfolio, ranked #19.

Everhart Financial Group first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q3 2025. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Everhart Financial Group held 210,158 shares of Vanguard FTSE Emerging Markets ETF worth $12.5M as of Q2 2026.
  • Everhart Financial Group sold 8,570 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $504K.
  • Vanguard FTSE Emerging Markets ETF made up 0.8% of Everhart Financial Group's portfolio in Q2 2026, its #19 holding.
  • Everhart Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $13.7M in Q3 2025.
  • 2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.