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

Heirloom 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 Q1	$631K	Buy	+11,680	New	+$654K	0.11%	57

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heirloom Wealth Management's VWO Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026: 11,680 shares worth $631K. The stake represents 0.11% of the portfolio and ranks #57 among its holdings.

2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Heirloom Wealth Management held 11,680 shares of Vanguard FTSE Emerging Markets ETF worth $631K as of Q1 2026.
Vanguard FTSE Emerging Markets ETF was a new Heirloom Wealth Management position in Q1 2026.
Vanguard FTSE Emerging Markets ETF made up 0.11% of Heirloom Wealth Management's portfolio in Q1 2026, its #57 holding.
2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.