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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$373K Buy
6,241
+198
+3% +$11.6K 0.1% 130
2026
Q1 		$327K Sell
6,043
-48
-0.8% -$2.69K 0.1% 130
2025
Q4 		$328K Sell
6,091
-70
-1% -$3.8K 0.1% 127
2025
Q3 		$334K Sell
6,161
-167
-3% -$8.6K 0.11% 112
2025
Q2 		$313K Sell
6,328
-332
-5% -$15.4K 0.1% 110
2025
Q1 		$301K Sell
6,660
-1,315
-16% -$59.2K 0.11% 114
2024
Q4 		$351K Buy
7,975
+5,550
+229% +$258K 0.14% 102
2024
Q3 		$117K Sell
2,425
-897
-27% -$39.9K 0.06% 147
2024
Q2 		$145K Sell
3,322
-21
-0.6% -$905 0.08% 118
2024
Q1 		$140K Sell
3,343
-376
-10% -$15.3K 0.09% 116
2023
Q4 		$153K Buy
3,719
+104
+3% +$4.13K 0.1% 115
2023
Q3 		$142K Buy
3,615
+1,024
+40% +$41.8K 0.1% 104
2023
Q2 		$129K Sell
2,591
-88,298
-97% -$3.56M 0.1% 113
2023
Q1 		$3.67M Buy
90,889
+6,454
+8% +$263K 2.89% 7
2022
Q4 		$3.29M Buy
+84,435
New +$3.22M 2.82% 7

Other funds holding VWO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VWO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.3% in Q2 2026, buying an estimated $11.6K and bringing the position to 6,241 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #130.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.67M in Q1 2023. 1,806 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,241 shares of Vanguard FTSE Emerging Markets ETF worth $373K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 198 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $11.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.1% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #130 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard FTSE Emerging Markets ETF position peaked at $3.67M in Q1 2023.
  • 1,806 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.