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

Forum Financial 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 		$832K Buy
13,945
+162
+1% +$9.52K 0.01% 152
2026
Q1 		$745K Buy
13,783
+1,483
+12% +$83.1K 0.01% 150
2025
Q4 		$661K Buy
12,300
+355
+3% +$19.3K 0.01% 367
2025
Q3 		$647K Sell
11,945
-303
-2% -$15.6K 0.01% 362
2025
Q2 		$606K Buy
12,248
+689
+6% +$32K 0.01% 347
2025
Q1 		$523K Sell
11,559
-385
-3% -$17.3K 0.01% 346
2024
Q4 		$526K Buy
11,944
+1,319
+12% +$61.3K 0.01% 365
2024
Q3 		$508K Buy
10,625
+2,070
+24% +$92.2K 0.01% 324
2024
Q2 		$374K Sell
8,555
-154,477
-95% -$6.65M 0.01% 406
2024
Q1 		$6.81M Buy
163,032
+148,303
+1,007% +$6.05M 0.12% 45
2023
Q4 		$605K Buy
14,729
+2,699
+22% +$107K 0.01% 246
2023
Q3 		$472K Sell
12,030
-478
-4% -$19.5K 0.01% 297
2023
Q2 		$509K Buy
12,508
+4,726
+61% +$191K 0.01% 291
2023
Q1 		$314K Sell
7,782
-4,693
-38% -$191K 0.01% 391
2022
Q4 		$486K Buy
12,475
+1,379
+12% +$52.6K 0.02% 260
2022
Q3 		$405K Sell
11,096
-5,139
-32% -$209K 0.02% 269
2022
Q2 		$676K Buy
16,235
+5,074
+45% +$219K 0.03% 176
2022
Q1 		$514K Buy
11,161
+647
+6% +$31.1K 0.02% 235
2021
Q4 		$520K Buy
+10,514
New +$530K 0.03% 237

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Forum Financial Management's VWO Position: Q2 2026 in Review

Forum Financial Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q2 2026, buying an estimated $9.52K and bringing the position to 13,945 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #152.

Forum Financial Management first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.81M in Q1 2024. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Forum Financial Management held 13,945 shares of Vanguard FTSE Emerging Markets ETF worth $832K as of Q2 2026.
  • Forum Financial Management bought 162 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $9.52K.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #152 holding.
  • Forum Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $6.81M in Q1 2024.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.