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 Q2	$453K	Sell	7,595 -13	-0.2%	-$764	0.13%	150
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 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

Jeppson Wealth Management's VWO Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.17% in Q2 2026, selling an estimated $764 and leaving 7,595 shares worth $453K. The position accounts for 0.13% of the portfolio, ranked #150.

Jeppson Wealth Management first reported a position in VWO in Q3 2020 and has held it in 20 quarters since. The position peaked at $454K in Q3 2022. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Jeppson Wealth Management held 7,595 shares of Vanguard FTSE Emerging Markets ETF worth $453K as of Q2 2026.
Jeppson Wealth Management sold 13 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $764.
Vanguard FTSE Emerging Markets ETF made up 0.13% of Jeppson Wealth Management's portfolio in Q2 2026, its #150 holding.
Jeppson Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and has held it in 20 quarters since.
Jeppson Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $454K in Q3 2022.
2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.