Evermay Wealth Management
VWO icon

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
Q3 		$1.25M Sell
21,026
-524
-2% -$31.3K 0.13% 70
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return
Vanguard Investments Australia
Vanguard Investments Australia Victoria, Australia $42.4B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evermay Wealth Management's VWO Position: Q3 2026 in Review

Evermay Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.4% in Q3 2026, selling an estimated $31.3K and leaving 21,026 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #70.

Evermay Wealth Management first reported a position in VWO in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.67M in Q2 2015. 2,343 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Evermay Wealth Management held 21,026 shares of Vanguard FTSE Emerging Markets ETF worth $1.25M as of Q3 2026.
  • Evermay Wealth Management sold 524 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $31.3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.13% of Evermay Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Evermay Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 43 quarters since.
  • Evermay Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.67M in Q2 2015.
  • 2,343 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.