JWM
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Jeppson Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Jeppson 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
2026
Q1 		$411K Buy
7,608
+50
+0.7% +$2.8K 0.13% 147
2025
Q4 		$406K Buy
7,558
+38
+0.5% +$2.06K 0.13% 141
2025
Q3 		$407K Buy
7,520
+25
+0.3% +$1.29K 0.13% 141
2025
Q2 		$371K Sell
7,495
-95
-1% -$4.41K 0.13% 144
2025
Q1 		$344K Sell
7,590
-8
-0.1% -$360 0.13% 145
2024
Q4 		$335K Buy
7,598
+45
+0.6% +$2.09K 0.12% 144
2024
Q3 		$361K Sell
7,553
-95
-1% -$4.23K 0.13% 147
2024
Q2 		$335K Sell
7,648
-114
-1% -$4.91K 0.13% 148
2024
Q1 		$324K Sell
7,762
-1,374
-15% -$56.1K 0.13% 153
2023
Q4 		$375K Buy
9,136
+560
+7% +$22.2K 0.16% 136
2023
Q3 		$336K Sell
8,576
-35
-0.4% -$1.43K 0.15% 135
2023
Q2 		$350K Sell
8,611
-185
-2% -$7.46K 0.15% 134
2023
Q1 		$355K Sell
8,796
-429
-5% -$17.5K 0.15% 129
2022
Q4 		$360K Sell
9,225
-3,223
-26% -$123K 0.15% 129
2022
Q3 		$454K Buy
12,448
+4,149
+50% +$168K 0.21% 105
2022
Q2 		$346K Buy
8,299
+887
+12% +$38.3K 0.15% 126
2022
Q1 		$341K Buy
7,412
+1,622
+28% +$78K 0.16% 118
2021
Q4 		$286K Buy
+5,790
New +$292K 0.14% 126
2020
Q4 		– Sell
-3,777
Closed -$163K – 454
2020
Q3 		$163K Buy
+3,777
New +$164K 0.13% 127

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jeppson Wealth Management's VWO Position: Q1 2026 in Review

Jeppson Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.66% in Q1 2026, buying an estimated $2.8K and bringing the position to 7,608 shares worth $411K. The position accounts for 0.13% of the portfolio, ranked #147.

Jeppson Wealth Management first reported a position in VWO in Q3 2020 and has held it in 19 quarters since. The position peaked at $454K in Q3 2022. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Jeppson Wealth Management held 7,608 shares of Vanguard FTSE Emerging Markets ETF worth $411K as of Q1 2026.
  • Jeppson Wealth Management bought 50 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $2.8K.
  • Vanguard FTSE Emerging Markets ETF made up 0.13% of Jeppson Wealth Management's portfolio in Q1 2026, its #147 holding.
  • Jeppson Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and has held it in 19 quarters since.
  • Jeppson Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $454K in Q3 2022.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.