FFWA
VWO icon

Forthright Family Wealth Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Forthright Family Wealth Advisory’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 		$282K Sell
4,722
-7,092
-60% -$417K 0.16% 44
2026
Q1 		$493K Buy
11,814
+6,380
+117% +$357K 0.33% 40
2025
Q4 		$292K Sell
5,434
-484
-8% -$26.3K 0.18% 37
2025
Q3 		$321K Sell
5,918
-700
-11% -$36.1K 0.2% 48
2025
Q2 		$327K Sell
6,618
-3,060
-32% -$142K 0.21% 44
2025
Q1 		$438K Sell
9,678
-2,222
-19% -$100K 0.29% 36
2024
Q4 		$524K Buy
11,900
+44
+0.4% +$2.04K 0.34% 36
2024
Q3 		$550K Sell
11,856
-522
-4% -$23.2K 0.35% 34
2024
Q2 		$542K Buy
12,378
+564
+5% +$24.3K 0.35% 42
2024
Q1 		$493K Buy
11,814
+1,732
+17% +$70.7K 0.33% 40
2023
Q4 		$414K Buy
+10,082
New +$400K 0.32% 38

Other funds holding VWO

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

Forthright Family Wealth Advisory's VWO Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 60% in Q2 2026, selling an estimated $417K and leaving 4,722 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #44.

Forthright Family Wealth Advisory first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $550K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Forthright Family Wealth Advisory held 4,722 shares of Vanguard FTSE Emerging Markets ETF worth $282K as of Q2 2026.
  • Forthright Family Wealth Advisory sold 7,092 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $417K.
  • Vanguard FTSE Emerging Markets ETF made up 0.16% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #44 holding.
  • Forthright Family Wealth Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Forthright Family Wealth Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $550K in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.