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

Family 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	$2.41M	Sell	40,342 -36,936	-48%	-$2.17M	0.25%	81
2026 Q1	$4.18M	Buy	77,278 +76,905	+20,618%	+$4.31M	0.5%	46
2025 Q4	$20.1K	Buy	+373	New	+$20.3K	﹤0.01%	268
2025 Q2	–	Sell	-78	Closed	-$3.53K	–	252
2025 Q1	$3.53K	Buy	+78	New	+$3.51K	﹤0.01%	209
2023 Q1	–	Sell	-372	Closed	-$14.5K	–	179
2022 Q4	$14.5K	Buy	+372	New	+$14.2K	﹤0.01%	163
2020 Q2	–	Sell	-366	Closed	-$12K	–	179
2020 Q1	$12K	Sell	366 -3,896	-91%	-$159K	0.01%	151
2019 Q4	$190K	Sell	4,262 -310	-7%	-$13.1K	0.07%	149
2019 Q3	$184K	Sell	4,572 -133	-3%	-$5.49K	0.07%	135
2019 Q2	$200K	Sell	4,705 -525	-10%	-$22.1K	0.08%	125
2019 Q1	$222K	Buy	+5,230	New	+$215K	0.1%	116
2016 Q3	–	Sell	-23,400	Closed	-$824K	–	85
2016 Q2	$824K	Sell	23,400 -655	-3%	-$22.4K	0.47%	43
2016 Q1	$832K	Hold	24,055	–	–	0.54%	32
2015 Q4	$787K	Hold	24,055	–	–	0.41%	46
2015 Q3	$796K	Hold	24,055	–	–	0.35%	54
2015 Q2	$983K	Hold	24,055	–	–	0.41%	55
2015 Q1	$983K	Hold	24,055	–	–	0.45%	48
2014 Q4	$963K	Hold	24,055	–	–	0.44%	51
2014 Q3	$1M	Buy	24,055 +655	+3%	+$29.1K	0.46%	51
2014 Q2	$1.01M	Buy	+23,400	New	+$986K	0.49%	45

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

Family Management's VWO Position: Q2 2026 in Review

Family Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 48% in Q2 2026, selling an estimated $2.17M and leaving 40,342 shares worth $2.41M. The position accounts for 0.25% of the portfolio, ranked #81.

Family Management first reported a position in VWO in Q2 2014 and has held it in 19 quarters since. The position peaked at $4.18M in Q1 2026. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Family Management held 40,342 shares of Vanguard FTSE Emerging Markets ETF worth $2.41M as of Q2 2026.
Family Management sold 36,936 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.17M.
Vanguard FTSE Emerging Markets ETF made up 0.25% of Family Management's portfolio in Q2 2026, its #81 holding.
Family Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and has held it in 19 quarters since.
Family Management's Vanguard FTSE Emerging Markets ETF position peaked at $4.18M in Q1 2026.
2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.