Iron Horse Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Iron Horse 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
2025 Q2	$13.2M	Buy	267,242 +5,581	+2%	+$259K	3.9%	13
2025 Q1	$11.8M	Buy	261,661 +17,142	+7%	+$772K	3.8%	13
2024 Q4	$10.8M	Buy	244,519 +8,994	+4%	+$418K	3.61%	12
2024 Q3	$11.3M	Buy	235,525 +11,275	+5%	+$502K	3.85%	12
2024 Q2	$9.81M	Buy	224,250 +6,147	+3%	+$265K	3.75%	12
2024 Q1	$9.11M	Buy	218,103 +19,727	+10%	+$805K	3.6%	12
2023 Q4	$8.15M	Buy	198,376 +13,797	+7%	+$547K	3.57%	12
2023 Q3	$7.24M	Buy	184,579 +9,632	+6%	+$393K	3.55%	12
2023 Q2	$7.12M	Buy	174,947 +1,867	+1%	+$75.3K	3.5%	12
2023 Q1	$6.99M	Buy	173,080 +10,493	+6%	+$428K	3.49%	13
2022 Q4	$6.34M	Buy	162,587 +95,813	+143%	+$3.65M	3.42%	13
2022 Q3	$2.44M	Buy	66,774 +65,961	+8,113%	+$2.68M	3.52%	14
2022 Q2	$34K	Buy	813 +64	+9%	+$2.76K	0.02%	78
2022 Q1	$35K	Sell	749 -941	-56%	-$45.3K	0.02%	86
2021 Q4	$84K	Buy	1,690 +941	+126%	+$47.5K	0.05%	59
2021 Q3	$37K	Sell	749 -10	-1%	-$517	0.02%	68
2021 Q2	$41K	Sell	759 -71	-9%	-$3.78K	0.03%	71
2021 Q1	$43K	Buy	830 +8	+1%	+$426	0.03%	66
2020 Q4	$41K	Buy	+822	New	+$38.6K	0.03%	64

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Iron Horse Wealth Management's VWO Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.1% in Q2 2025, buying an estimated $259K and bringing the position to 267,242 shares worth $13.2M. The position accounts for 3.9% of the portfolio, ranked #13.

Iron Horse Wealth Management first reported a position in VWO in Q4 2020 and has held it in 19 quarters since. 2,263 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

Iron Horse Wealth Management held 267,242 shares of Vanguard FTSE Emerging Markets ETF worth $13.2M as of Q2 2025.
Iron Horse Wealth Management bought 5,581 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $259K.
Vanguard FTSE Emerging Markets ETF made up 3.9% of Iron Horse Wealth Management's portfolio in Q2 2025, its #13 holding.
Iron Horse Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 19 quarters since.
2,263 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.