J.M. Forbes & Co’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

J.M. Forbes & Co’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	$315K	Buy	5,277 +3	+0.1%	+$176	0.02%	137
2026 Q1	$285K	Buy	+5,274	New	+$295K	0.02%	132
2022 Q4	–	Sell	-329,931	Closed	-$12M	–	114
2022 Q3	$12M	Buy	329,931 +3,813	+1%	+$155K	1.88%	21
2022 Q2	$13.6M	Buy	+326,118	New	+$14.1M	2%	20
2018 Q4	–	Sell	-151,936	Closed	-$6.23M	–	109
2018 Q3	$6.23M	Buy	151,936 +451	+0.3%	+$19K	1.32%	37
2018 Q2	$6.39M	Buy	151,485 +8,575	+6%	+$387K	1.43%	36
2018 Q1	$6.71M	Buy	+142,910	New	+$6.85M	1.56%	34

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

J.M. Forbes & Co's VWO Position: Q2 2026 in Review

J.M. Forbes & Co increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.06% in Q2 2026, buying an estimated $176 and bringing the position to 5,277 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #137.

J.M. Forbes & Co first reported a position in VWO in Q1 2018 and has held it in 7 quarters since. The position peaked at $13.6M in Q2 2022. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

J.M. Forbes & Co held 5,277 shares of Vanguard FTSE Emerging Markets ETF worth $315K as of Q2 2026.
J.M. Forbes & Co bought 3 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $176.
Vanguard FTSE Emerging Markets ETF made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #137 holding.
J.M. Forbes & Co first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 7 quarters since.
J.M. Forbes & Co's Vanguard FTSE Emerging Markets ETF position peaked at $13.6M in Q2 2022.
2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.