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

Instrumental Wealth’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	$260K	Buy	4,362 +37	+0.9%	+$2.17K	0.13%	67
2026 Q1	$234K	Sell	4,325 -111	-3%	-$6.22K	0.14%	61
2025 Q4	$259K	Sell	4,436 -251	-5%	-$13.6K	0.16%	53
2025 Q3	$259K	Buy	4,687 +1	+0%	+$52	0.18%	56
2025 Q2	$234K	Sell	4,686 -215	-4%	-$9.97K	0.19%	50
2025 Q1	$220K	Hold	4,901	–	–	0.2%	50
2024 Q4	$227K	Sell	4,901 -20	-0.4%	-$930	0.22%	46
2024 Q3	$236K	Sell	4,921 -55	-1%	-$2.45K	0.23%	40
2024 Q2	$215K	Buy	+4,976	New	+$214K	0.22%	37
2024 Q1	–	Sell	-5,175	Closed	-$207K	–	46
2023 Q4	$207K	Sell	5,175 -206	-4%	-$8.17K	0.22%	36
2023 Q3	$211K	Sell	5,381 -50	-0.9%	-$2.04K	0.25%	32
2023 Q2	$227K	Sell	5,431 -365	-6%	-$14.7K	0.27%	30
2023 Q1	$230K	Buy	+5,796	New	+$236K	0.3%	24

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Instrumental Wealth's VWO Position: Q2 2026 in Review

Instrumental Wealth increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.86% in Q2 2026, buying an estimated $2.17K and bringing the position to 4,362 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #67.

Instrumental Wealth first reported a position in VWO in Q1 2023 and has held it in 13 quarters since. 954 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Instrumental Wealth held 4,362 shares of Vanguard FTSE Emerging Markets ETF worth $260K as of Q2 2026.
Instrumental Wealth bought 37 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.17K.
Vanguard FTSE Emerging Markets ETF made up 0.13% of Instrumental Wealth's portfolio in Q2 2026, its #67 holding.
Instrumental Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
954 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.