IFWM
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Institute for Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Institute for 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 		$3.66M Buy
67,708
+7,525
+13% +$422K 0.39% 52
2025
Q4 		$3.24M Buy
60,183
+1,694
+3% +$92K 0.34% 59
2025
Q3 		$3.17M Sell
58,489
-416
-0.7% -$21.4K 0.33% 59
2025
Q2 		$2.91M Sell
58,905
-691
-1% -$32K 0.32% 59
2025
Q1 		$2.7M Buy
59,596
+32,555
+120% +$1.47M 0.35% 58
2024
Q4 		$1.19M Sell
27,041
-2,046
-7% -$95.1K 0.15% 145
2024
Q3 		$1.39M Buy
29,087
+3,180
+12% +$142K 0.18% 128
2024
Q2 		$1.13M Sell
25,907
-1,906
-7% -$82.1K 0.15% 149
2024
Q1 		$1.16M Sell
27,813
-2,044
-7% -$83.4K 0.15% 146
2023
Q4 		$1.23M Buy
29,857
+6,051
+25% +$240K 0.2% 130
2023
Q3 		$933K Sell
23,806
-260
-1% -$10.6K 0.17% 151
2023
Q2 		$979K Sell
24,066
-1,520
-6% -$61.3K 0.17% 153
2023
Q1 		$1.03M Sell
25,586
-2,345
-8% -$95.6K 0.2% 135
2022
Q4 		$1.09M Buy
27,931
+187
+0.7% +$7.13K 0.23% 120
2022
Q3 		$1.01M Sell
27,744
-1,756
-6% -$71.3K 0.23% 115
2022
Q2 		$1.23M Sell
29,500
-2,181
-7% -$94.2K 0.24% 110
2022
Q1 		$1.46M Buy
31,681
+430
+1% +$20.7K 0.24% 113
2021
Q4 		$1.55M Sell
31,251
-16,423
-34% -$828K 0.25% 103
2021
Q3 		$2.38M Sell
47,674
-292
-0.6% -$15.1K 0.42% 57
2021
Q2 		$2.6M Sell
47,966
-2,153
-4% -$115K 0.46% 51
2021
Q1 		$2.61M Buy
50,119
+3,364
+7% +$179K 0.5% 47
2020
Q4 		$2.34M Buy
46,755
+9,056
+24% +$425K 0.47% 48
2020
Q3 		$1.63M Buy
37,699
+1,391
+4% +$60.5K 0.37% 57
2020
Q2 		$1.44M Sell
36,308
-8,326
-19% -$308K 0.35% 68
2020
Q1 		$1.5M Buy
44,634
+13,216
+42% +$539K 0.46% 51
2019
Q4 		$1.4M Sell
31,418
-4,735
-13% -$201K 0.32% 80
2019
Q3 		$1.46M Sell
36,153
-14,212
-28% -$587K 0.37% 64
2019
Q2 		$2.14M Sell
50,365
-9,658
-16% -$406K 0.47% 46
2019
Q1 		$2.55M Buy
+60,023
New +$2.47M 0.55% 40
2018
Q4 		– Sell
-17,495
Closed -$710K – 353
2018
Q3 		$710K Sell
17,495
-8,002
-31% -$337K 0.24% 130
2018
Q2 		$1.09M Sell
25,497
-12,830
-33% -$579K 0.35% 98
2018
Q1 		$1.76M Sell
38,327
-23,508
-38% -$1.13M 0.52% 55
2017
Q4 		$2.91M Buy
61,835
+37,178
+151% +$1.66M 0.67% 32
2017
Q3 		$1.07M Sell
24,657
-10,914
-31% -$472K 0.35% 94
2017
Q2 		$1.45M Buy
+35,571
New +$1.44M 0.4% 65
2013
Q3 		– Sell
-24
Closed -$1K – 119
2013
Q2 		$1K Buy
+24
New +$1.01K ﹤0.01% 119

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institute for Wealth Management's VWO Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 13% in Q1 2026, buying an estimated $422K and bringing the position to 67,708 shares worth $3.66M. The position accounts for 0.39% of the portfolio, ranked #52.

Institute for Wealth Management first reported a position in VWO in Q2 2013 and has held it in 36 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Institute for Wealth Management held 67,708 shares of Vanguard FTSE Emerging Markets ETF worth $3.66M as of Q1 2026.
  • Institute for Wealth Management bought 7,525 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $422K.
  • Vanguard FTSE Emerging Markets ETF made up 0.39% of Institute for Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Institute for Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 36 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.