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

Intergy Private 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	$458K	Sell	7,681 -94	-1%	-$5.53K	0.11%	76
2026 Q1	$420K	Hold	7,775	–	–	0.12%	73
2025 Q4	$418K	Sell	7,775 -44	-0.6%	-$2.39K	0.13%	75
2025 Q3	$424K	Buy	7,819 +64	+0.8%	+$3.3K	0.13%	71
2025 Q2	$384K	Sell	7,755 -252	-3%	-$11.7K	0.13%	73
2025 Q1	$362K	Buy	8,007 +252	+3%	+$11.3K	0.14%	67
2024 Q4	$342K	Hold	7,755	–	–	0.13%	69
2024 Q3	$371K	Sell	7,755 -63	-0.8%	-$2.81K	0.14%	66
2024 Q2	$342K	Hold	7,818	–	–	0.14%	66
2024 Q1	$327K	Hold	7,818	–	–	0.13%	66
2023 Q4	$321K	Hold	7,818	–	–	0.14%	62
2023 Q3	$307K	Hold	7,818	–	–	0.15%	61
2023 Q2	$318K	Sell	7,818 -1,055	-12%	-$42.5K	0.16%	61
2023 Q1	$358K	Buy	8,873 +593	+7%	+$24.2K	0.2%	54
2022 Q4	$323K	Sell	8,280 -2,712	-25%	-$103K	0.2%	53
2022 Q3	$401K	Sell	10,992 -960	-8%	-$39K	0.28%	49
2022 Q2	$498K	Sell	11,952 -4,464	-27%	-$193K	0.39%	39
2022 Q1	$757K	Sell	16,416 -28,624	-64%	-$1.38M	0.53%	30
2021 Q4	$2.23M	Buy	+45,040	New	+$2.27M	1.74%	17

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

Intergy Private Wealth's VWO Position: Q2 2026 in Review

Intergy Private Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q2 2026, selling an estimated $5.53K and leaving 7,681 shares worth $458K. The position accounts for 0.11% of the portfolio, ranked #76.

Intergy Private Wealth first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.23M in Q4 2021. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Intergy Private Wealth held 7,681 shares of Vanguard FTSE Emerging Markets ETF worth $458K as of Q2 2026.
Intergy Private Wealth sold 94 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $5.53K.
Vanguard FTSE Emerging Markets ETF made up 0.11% of Intergy Private Wealth's portfolio in Q2 2026, its #76 holding.
Intergy Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
Intergy Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $2.23M in Q4 2021.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.