Forum Private Client Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Forum Private Client Group’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	$330K	Sell	5,534 -659	-11%	-$38.7K	0.1%	64
2026 Q1	$335K	Hold	6,193	–	–	0.11%	62
2025 Q4	$333K	Buy	6,193 +475	+8%	+$25.8K	0.11%	62
2025 Q3	$310K	Buy	5,718 +2	+0%	+$103	0.11%	65
2025 Q2	$283K	Buy	5,716 +512	+10%	+$23.7K	0.11%	66
2025 Q1	$236K	Sell	5,204 -616	-11%	-$27.7K	0.1%	69
2024 Q4	$256K	Buy	5,820 +1,100	+23%	+$51.1K	0.11%	67
2024 Q3	$226K	Buy	4,720 +1	+0%	+$45	0.1%	71
2024 Q2	$207K	Sell	4,719 -473	-9%	-$20.4K	0.1%	71
2024 Q1	$217K	Buy	+5,192	New	+$212K	0.1%	67

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

Forum Private Client Group's VWO Position: Q2 2026 in Review

Forum Private Client Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q2 2026, selling an estimated $38.7K and leaving 5,534 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #64.

Forum Private Client Group first reported a position in VWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $335K in Q1 2026. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Forum Private Client Group held 5,534 shares of Vanguard FTSE Emerging Markets ETF worth $330K as of Q2 2026.
Forum Private Client Group sold 659 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $38.7K.
Vanguard FTSE Emerging Markets ETF made up 0.1% of Forum Private Client Group's portfolio in Q2 2026, its #64 holding.
Forum Private Client Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
Forum Private Client Group's Vanguard FTSE Emerging Markets ETF position peaked at $335K in Q1 2026.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.