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

Evermay 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	$1.29M	Sell	21,550 -5,401	-20%	-$317K	0.13%	72
2026 Q1	$1.46M	Sell	26,951 -72	-0.3%	-$4.03K	0.16%	60
2025 Q4	$1.45M	Sell	27,023 -344	-1%	-$18.7K	0.16%	59
2025 Q3	$1.48M	Buy	27,367 +2,182	+9%	+$112K	0.17%	58
2025 Q2	$1.25M	Sell	25,185 -10,810	-30%	-$501K	0.15%	66
2025 Q1	$1.63M	Sell	35,995 -297	-0.8%	-$13.4K	0.21%	48
2024 Q4	$1.6M	Sell	36,292 -287	-0.8%	-$13.3K	0.24%	52
2024 Q3	$1.75M	Sell	36,579 -2,346	-6%	-$104K	0.28%	48
2024 Q2	$1.7M	Sell	38,925 -4,006	-9%	-$173K	0.27%	47
2024 Q1	$1.79M	Sell	42,931 -2,711	-6%	-$111K	0.27%	49
2023 Q4	$1.88M	Sell	45,642 -1,100	-2%	-$43.6K	0.35%	35
2023 Q3	$1.83M	Sell	46,742 -461	-1%	-$18.8K	0.37%	33
2023 Q2	$1.92M	Sell	47,203 -723	-2%	-$29.1K	0.37%	33
2023 Q1	$1.94M	Sell	47,926 -5,838	-11%	-$238K	0.39%	32
2022 Q4	$2.1M	Sell	53,764 -5,140	-9%	-$196K	0.43%	30
2022 Q3	$2.15M	Buy	58,904 +13,667	+30%	+$555K	0.43%	28
2022 Q2	$1.88M	Sell	45,237 -7,510	-14%	-$324K	0.37%	30
2022 Q1	$2.43M	Buy	52,747 +41,870	+385%	+$2.01M	0.41%	31
2021 Q4	$538K	Sell	10,877 -170	-2%	-$8.57K	0.1%	91
2021 Q3	$552K	Buy	11,047 +690	+7%	+$35.7K	0.11%	79
2021 Q2	$563K	Buy	10,357 +40	+0.4%	+$2.13K	0.1%	87
2021 Q1	$537K	Sell	10,317 -408	-4%	-$21.7K	0.11%	85
2020 Q4	$537K	Buy	10,725 +64	+0.6%	+$3.01K	0.12%	82
2020 Q3	$461K	Sell	10,661 -795	-7%	-$34.6K	0.11%	83
2020 Q2	$454K	Sell	11,456 -15,407	-57%	-$570K	0.12%	81
2020 Q1	$901K	Buy	26,863 +12,284	+84%	+$501K	0.27%	40
2019 Q4	$648K	Sell	14,579 -4,931	-25%	-$209K	0.16%	71
2019 Q3	$785K	Buy	19,510 +3,251	+20%	+$134K	0.21%	50
2019 Q2	$692K	Sell	16,259 -861	-5%	-$36.2K	0.19%	54
2019 Q1	$728K	Buy	17,120 +325	+2%	+$13.4K	0.21%	54
2018 Q4	$640K	Sell	16,795 -4,547	-21%	-$176K	0.21%	53
2018 Q3	$875K	Buy	21,342 +3,035	+17%	+$128K	0.27%	40
2018 Q2	$773K	Buy	18,307 +5,549	+43%	+$251K	0.26%	45
2018 Q1	$599K	Buy	+12,758	New	+$612K	0.21%	62
2017 Q1	–	Sell	-6,821	Closed	-$244K	–	104
2016 Q4	$244K	Buy	+6,821	New	+$250K	0.12%	64
2016 Q3	–	Sell	-5,998	Closed	-$211K	–	78
2016 Q2	$211K	Sell	5,998 -2,832	-32%	-$96.8K	0.11%	73
2016 Q1	$305K	Buy	8,830 +552	+7%	+$17.3K	0.17%	51
2015 Q4	$271K	Sell	8,278 -60,491	-88%	-$2.08M	0.16%	56
2015 Q3	$2.28M	Buy	68,769 +3,354	+5%	+$122K	1.36%	11
2015 Q2	$2.67M	Buy	65,415 +4,798	+8%	+$206K	1.59%	12
2015 Q1	$2.48M	Buy	60,617 +40,030	+194%	+$1.63M	1.46%	13
2014 Q4	$824K	Buy	+20,587	New	+$848K	0.53%	23

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Evermay Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q2 2026, selling an estimated $317K and leaving 21,550 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #72.

Evermay Wealth Management first reported a position in VWO in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.67M in Q2 2015. 1,091 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Evermay Wealth Management held 21,550 shares of Vanguard FTSE Emerging Markets ETF worth $1.29M as of Q2 2026.
Evermay Wealth Management sold 5,401 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $317K.
Vanguard FTSE Emerging Markets ETF made up 0.13% of Evermay Wealth Management's portfolio in Q2 2026, its #72 holding.
Evermay Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 42 quarters since.
Evermay Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.67M in Q2 2015.
1,091 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.