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

GeoWealth 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	$525K	Sell	8,801 -3,383	-28%	-$199K	0.02%	484
2026 Q1	$659K	Sell	12,184 -52	-0.4%	-$2.91K	0.02%	407
2025 Q4	$658K	Sell	12,236 -1,981	-14%	-$108K	0.02%	378
2025 Q3	$770K	Buy	14,217 +8,764	+161%	+$452K	0.03%	360
2025 Q2	$270K	Buy	5,453 +1,938	+55%	+$89.9K	0.01%	572
2025 Q1	$159K	Buy	3,515 +505	+17%	+$22.7K	0.01%	708
2024 Q4	$133K	Buy	3,010 +1,551	+106%	+$72.1K	﹤0.01%	893
2024 Q3	$69.8K	Buy	1,459 +82	+6%	+$3.65K	﹤0.01%	978
2024 Q2	$60.3K	Buy	1,377 +15	+1%	+$646	﹤0.01%	805
2024 Q1	$56.9K	Sell	1,362 -225	-14%	-$9.18K	﹤0.01%	801
2023 Q4	$66K	Sell	1,587 -440	-22%	-$17.5K	0.01%	613
2023 Q3	$79K	Hold	2,027	–	–	0.01%	358
2023 Q2	$82K	Hold	2,027	–	–	0.01%	301
2023 Q1	$82K	Hold	2,027	–	–	0.01%	256
2022 Q4	$79K	Buy	+2,027	New	+$77.3K	0.01%	281
2020 Q4	–	Sell	-58,534	Closed	-$2.54M	–	227
2020 Q3	$2.54M	Buy	+58,534	New	+$2.54M	0.77%	45
2019 Q4	–	Sell	-149,490	Closed	-$6.02M	–	227
2019 Q3	$6.02M	Buy	+149,490	New	+$6.17M	1.35%	16

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

GeoWealth Management's VWO Position: Q2 2026 in Review

GeoWealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 28% in Q2 2026, selling an estimated $199K and leaving 8,801 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #484.

GeoWealth Management first reported a position in VWO in Q3 2019 and has held it in 17 quarters since. The position peaked at $6.02M in Q3 2019. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

GeoWealth Management held 8,801 shares of Vanguard FTSE Emerging Markets ETF worth $525K as of Q2 2026.
GeoWealth Management sold 3,383 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $199K.
Vanguard FTSE Emerging Markets ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #484 holding.
GeoWealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2019 and has held it in 17 quarters since.
GeoWealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $6.02M in Q3 2019.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.