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

Golden State 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 		$945K Buy
15,833
+2,299
+17% +$135K 0.09% 189
2026
Q1 		$732K Buy
13,534
+92
+0.7% +$5.15K 0.08% 202
2025
Q4 		$723K Buy
13,442
+368
+3% +$20K 0.08% 200
2025
Q3 		$708K Buy
13,074
+960
+8% +$49.5K 0.08% 193
2025
Q2 		$599K Sell
12,114
-220
-2% -$10.2K 0.07% 197
2025
Q1 		$558K Buy
12,334
+58
+0.5% +$2.61K 0.08% 189
2024
Q4 		$541K Buy
+12,276
New +$571K 0.08% 188
2022
Q1 		$788K Buy
17,082
+538
+3% +$25.9K 0.15% 131
2021
Q4 		$818K Buy
16,544
+330
+2% +$16.6K 0.14% 152
2021
Q3 		$811K Buy
16,214
+256
+2% +$13.2K 0.18% 112
2021
Q2 		$867K Sell
15,958
-800
-5% -$42.6K 0.19% 106
2021
Q1 		$872K Buy
16,758
+3,471
+26% +$185K 0.29% 64
2020
Q4 		$666K Buy
13,287
+615
+5% +$28.9K 0.19% 102
2020
Q3 		$548K Buy
12,672
+81
+0.6% +$3.52K 0.18% 93
2020
Q2 		$499K Sell
12,591
-3,426
-21% -$127K 0.16% 101
2020
Q1 		$537K Buy
+16,017
New +$653K 0.24% 69
2019
Q4 		– Sell
-13,558
Closed -$546K – 943
2019
Q3 		$546K Sell
13,558
-304
-2% -$12.5K 0.18% 103
2019
Q2 		$589K Buy
13,862
+951
+7% +$40K 0.19% 104
2019
Q1 		$549K Buy
+12,911
New +$532K 0.18% 109

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

Golden State Wealth Management's VWO Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 17% in Q2 2026, buying an estimated $135K and bringing the position to 15,833 shares worth $945K. The position accounts for 0.09% of the portfolio, ranked #189.

Golden State Wealth Management first reported a position in VWO in Q1 2019 and has held it in 19 quarters since. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Golden State Wealth Management held 15,833 shares of Vanguard FTSE Emerging Markets ETF worth $945K as of Q2 2026.
  • Golden State Wealth Management bought 2,299 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $135K.
  • Vanguard FTSE Emerging Markets ETF made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Golden State Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and has held it in 19 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.