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

Forza Wealth 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	$501K	Sell	8,397 -27	-0.3%	-$1.59K	0.15%	130
2026 Q1	$455K	Buy	8,424 +27	+0.3%	+$1.51K	0.16%	134
2025 Q4	$451K	Sell	8,397 -400	-5%	-$21.7K	0.16%	129
2025 Q3	$477K	Sell	8,797 -1,385	-14%	-$71.4K	0.18%	124
2025 Q2	$504K	Buy	10,182 +2,335	+30%	+$108K	0.21%	115
2025 Q1	$355K	Hold	7,847	–	–	0.16%	136
2024 Q4	$346K	Sell	7,847 -20,558	-72%	-$955K	0.16%	141
2024 Q3	$1.36M	Sell	28,405 -382	-1%	-$17K	0.62%	43
2024 Q2	$1.26M	Hold	28,787	–	–	0.65%	44
2024 Q1	$1.2M	Hold	28,787	–	–	0.63%	47
2023 Q4	$1.18M	Hold	28,787	–	–	0.65%	43
2023 Q3	$1.13M	Hold	28,787	–	–	0.58%	51
2023 Q2	$1.17M	Hold	28,787	–	–	0.59%	53
2023 Q1	$1.16M	Hold	28,787	–	–	0.6%	55
2022 Q4	$1.12M	Buy	+28,787	New	+$1.1M	0.74%	42

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

Forza Wealth Management's VWO Position: Q2 2026 in Review

Forza Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.32% in Q2 2026, selling an estimated $1.59K and leaving 8,397 shares worth $501K. The position accounts for 0.15% of the portfolio, ranked #130.

Forza Wealth Management first reported a position in VWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q3 2024. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Forza Wealth Management held 8,397 shares of Vanguard FTSE Emerging Markets ETF worth $501K as of Q2 2026.
Forza Wealth Management sold 27 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.59K.
Vanguard FTSE Emerging Markets ETF made up 0.15% of Forza Wealth Management's portfolio in Q2 2026, its #130 holding.
Forza Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.36M in Q3 2024.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.