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VWO icon

Helen Stephens Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Helen Stephens Group’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 		$22.4M Buy
374,483
+24,433
+7% +$1.44M 3.8% 8
2026
Q1 		$18.9M Sell
350,050
-2,484
-0.7% -$139K 3.77% 8
2025
Q4 		$19M Buy
352,534
+7,326
+2% +$398K 3.98% 8
2025
Q3 		$18.7M Buy
345,208
+7,435
+2% +$383K 4.15% 8
2025
Q2 		$16.7M Sell
337,773
-4,765
-1% -$221K 4.14% 8
2025
Q1 		$15.5M Buy
342,538
+32,603
+11% +$1.47M 4.39% 8
2024
Q4 		$13.6M Buy
309,935
+81,288
+36% +$3.78M 4.05% 8
2024
Q3 		$10.9M Buy
228,647
+21,420
+10% +$954K 3.32% 8
2024
Q2 		$9.07M Buy
207,227
+18,448
+10% +$795K 3.14% 8
2024
Q1 		$7.89M Buy
188,779
+26,293
+16% +$1.07M 3.04% 9
2023
Q4 		$6.68M Buy
162,486
+11,930
+8% +$473K 2.99% 12
2023
Q3 		$5.9M Buy
150,556
+3,825
+3% +$156K 3.05% 12
2023
Q2 		$5.97M Buy
146,731
+9,013
+7% +$363K 3.02% 12
2023
Q1 		$5.56M Buy
137,718
+9,725
+8% +$396K 2.89% 12
2022
Q4 		$4.99M Buy
127,993
+22,458
+21% +$856K 2.98% 11
2022
Q3 		$3.85M Sell
105,535
-19,507
-16% -$792K 2.7% 11
2022
Q2 		$5.21M Buy
125,042
+20,643
+20% +$891K 3.69% 9
2022
Q1 		$4.82M Buy
104,399
+25,262
+32% +$1.22M 3.32% 10
2021
Q4 		$3.91M Buy
+79,137
New +$3.99M 3.14% 9

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Helen Stephens Group's VWO Position: Q2 2026 in Review

Helen Stephens Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7% in Q2 2026, buying an estimated $1.44M and bringing the position to 374,483 shares worth $22.4M. The position accounts for 3.8% of the portfolio, ranked #8.

Helen Stephens Group first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Helen Stephens Group held 374,483 shares of Vanguard FTSE Emerging Markets ETF worth $22.4M as of Q2 2026.
  • Helen Stephens Group bought 24,433 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.44M.
  • Vanguard FTSE Emerging Markets ETF made up 3.8% of Helen Stephens Group's portfolio in Q2 2026, its #8 holding.
  • Helen Stephens Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.