Investmark Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Investmark Advisory 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	$393K	Buy	6,579 +338	+5%	+$19.9K	0.15%	97
2026 Q1	$337K	Sell	6,241 -115	-2%	-$6.44K	0.14%	96
2025 Q4	$342K	Buy	6,356 +106	+2%	+$5.76K	0.15%	96
2025 Q3	$339K	Buy	6,250 +377	+6%	+$19.4K	0.15%	97
2025 Q2	$290K	Buy	5,873 +9	+0.2%	+$417	0.14%	104
2025 Q1	$265K	Buy	5,864 +3	+0.1%	+$135	0.13%	101
2024 Q4	$258K	Buy	5,861 +72	+1%	+$3.35K	0.13%	104
2024 Q3	$277K	Buy	5,789 +9	+0.2%	+$401	0.13%	96
2024 Q2	$253K	Buy	5,780 +11	+0.2%	+$474	0.13%	95
2024 Q1	$241K	Buy	5,769 +316	+6%	+$12.9K	0.13%	101
2023 Q4	$224K	Buy	5,453 +45	+0.8%	+$1.78K	0.13%	102
2023 Q3	$212K	Buy	5,408 +41	+0.8%	+$1.67K	0.14%	95
2023 Q2	$218K	Buy	5,367 +278	+5%	+$11.2K	0.15%	97
2023 Q1	$206K	Buy	+5,089	New	+$207K	0.15%	94
2022 Q3	–	Sell	-4,953	Closed	-$206K	–	102
2022 Q2	$206K	Buy	4,953 +106	+2%	+$4.58K	0.2%	83
2022 Q1	$223K	Buy	4,847 +61	+1%	+$2.93K	0.23%	81
2021 Q4	$236K	Buy	+4,786	New	+$241K	0.22%	81

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

Investmark Advisory Group's VWO Position: Q2 2026 in Review

Investmark Advisory Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.4% in Q2 2026, buying an estimated $19.9K and bringing the position to 6,579 shares worth $393K. The position accounts for 0.15% of the portfolio, ranked #97.

Investmark Advisory Group first reported a position in VWO in Q4 2021 and has held it in 17 quarters since. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Investmark Advisory Group held 6,579 shares of Vanguard FTSE Emerging Markets ETF worth $393K as of Q2 2026.
Investmark Advisory Group bought 338 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $19.9K.
Vanguard FTSE Emerging Markets ETF made up 0.15% of Investmark Advisory Group's portfolio in Q2 2026, its #97 holding.
Investmark Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 17 quarters since.
2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.