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J. Derek Lewis & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

J. Derek Lewis & Associates’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 		$1.02M Buy
17,106
+546
+3% +$32.1K 0.19% 73
2026
Q1 		$895K Buy
16,560
+808
+5% +$45.3K 0.2% 69
2025
Q4 		$847K Buy
+15,752
New +$856K 0.2% 68

Other funds holding VWO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

J. Derek Lewis & Associates's VWO Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.3% in Q2 2026, buying an estimated $32.1K and bringing the position to 17,106 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #73.

J. Derek Lewis & Associates first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. 1,806 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • J. Derek Lewis & Associates held 17,106 shares of Vanguard FTSE Emerging Markets ETF worth $1.02M as of Q2 2026.
  • J. Derek Lewis & Associates bought 546 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $32.1K.
  • Vanguard FTSE Emerging Markets ETF made up 0.19% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #73 holding.
  • J. Derek Lewis & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.