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

HB 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 		$7.25M Buy
121,465
+9,383
+8% +$551K 0.04% 215
2026
Q1 		$6.06M Buy
112,082
+15,259
+16% +$855K 0.04% 228
2025
Q4 		$5.21M Buy
96,823
+1,276
+1% +$69.3K 0.03% 245
2025
Q3 		$5.18M Buy
95,547
+8,926
+10% +$460K 0.04% 248
2025
Q2 		$4.28M Sell
86,621
-2,139
-2% -$99.2K 0.03% 248
2025
Q1 		$4.02M Buy
88,760
+16,894
+24% +$760K 0.03% 262
2024
Q4 		$3.17M Buy
71,866
+18,121
+34% +$842K 0.03% 216
2024
Q3 		$2.57M Buy
53,745
+364
+0.7% +$16.2K 0.03% 237
2024
Q2 		$2.34M Sell
53,381
-1,493
-3% -$64.3K 0.03% 242
2024
Q1 		$2.29M Sell
54,874
-4,520
-8% -$184K 0.03% 222
2023
Q4 		$2.44M Sell
59,394
-4,076
-6% -$162K 0.04% 198
2023
Q3 		$2.49M Sell
63,470
-6,736
-10% -$275K 0.04% 180
2023
Q2 		$2.86M Buy
70,206
+500
+0.7% +$20.2K 0.05% 168
2023
Q1 		$2.82M Sell
69,706
-6,659
-9% -$271K 0.05% 161
2022
Q4 		$2.98M Sell
76,365
-27,834
-27% -$1.06M 0.05% 158
2022
Q3 		$3.8M Sell
104,199
-18,386
-15% -$747K 0.08% 117
2022
Q2 		$5.11M Sell
122,585
-11,423
-9% -$493K 0.1% 96
2022
Q1 		$6.18M Buy
134,008
+83,674
+166% +$4.03M 0.11% 92
2021
Q4 		$2.49M Buy
+50,334
New +$2.54M 0.05% 143

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

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

HB Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8.4% in Q2 2026, buying an estimated $551K and bringing the position to 121,465 shares worth $7.25M. The position accounts for 0.04% of the portfolio, ranked #215.

HB Wealth Management first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • HB Wealth Management held 121,465 shares of Vanguard FTSE Emerging Markets ETF worth $7.25M as of Q2 2026.
  • HB Wealth Management bought 9,383 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $551K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #215 holding.
  • HB Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.