Intellectus Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Intellectus Partners’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	$227K	Hold	3,796	–	–	0.04%	294
2026 Q1	$205K	Hold	3,796	–	–	0.04%	276
2025 Q4	$204K	Hold	3,796	–	–	0.04%	273
2025 Q3	$206K	Buy	+3,796	New	+$196K	0.04%	265
2025 Q1	–	Sell	-6,112	Closed	-$269K	–	292
2024 Q4	$269K	Buy	+6,112	New	+$284K	0.06%	232
2023 Q3	–	Sell	-5,007	Closed	-$204K	–	272
2023 Q2	$204K	Hold	5,007	–	–	0.06%	241
2023 Q1	$202K	Buy	+5,007	New	+$204K	0.06%	234
2019 Q2	–	Sell	-17,084	Closed	-$726K	–	403
2019 Q1	$726K	Buy	+17,084	New	+$703K	0.31%	95
2018 Q4	–	Sell	-18,678	Closed	-$775K	–	518
2018 Q3	$775K	Sell	18,678 -106	-0.6%	-$4.46K	0.27%	109
2018 Q2	$792K	Hold	18,784	–	–	0.29%	97
2018 Q1	$882K	Buy	18,784 +106	+0.6%	+$5.08K	0.3%	87
2017 Q4	$858K	Sell	18,678 -60	-0.3%	-$2.68K	0.32%	81
2017 Q3	$817K	Buy	18,738 +16,555	+758%	+$716K	0.34%	78
2017 Q2	$89K	Buy	+2,183	New	+$88.5K	0.04%	286

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Intellectus Partners's VWO Position: Q2 2026 in Review

Intellectus Partners held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 3,796 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #294.

Intellectus Partners first reported a position in VWO in Q2 2017 and has held it in 14 quarters since. The position peaked at $882K in Q1 2018. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Intellectus Partners held 3,796 shares of Vanguard FTSE Emerging Markets ETF worth $227K as of Q2 2026.
Intellectus Partners left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Intellectus Partners's portfolio in Q2 2026, its #294 holding.
Intellectus Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and has held it in 14 quarters since.
Intellectus Partners's Vanguard FTSE Emerging Markets ETF position peaked at $882K in Q1 2018.
2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.