JGUA
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John G. Ullman & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

John G. Ullman & 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 		$1.38M Sell
23,150
-650
-3% -$38.2K 0.17% 94
2026
Q1 		$1.29M Hold
23,800
– – 0.17% 91
2025
Q4 		$1.28M Sell
23,800
-1,400
-6% -$76K 0.17% 94
2025
Q3 		$1.37M Sell
25,200
-100
-0.4% -$5.15K 0.18% 91
2025
Q2 		$1.25M Sell
25,300
-10
-0% -$464 0.19% 93
2025
Q1 		$1.15M Sell
25,310
-490
-2% -$22.1K 0.18% 100
2024
Q4 		$1.14M Sell
25,800
-1,119
-4% -$52K 0.17% 100
2024
Q3 		$1.29M Sell
26,919
-750
-3% -$33.4K 0.19% 97
2024
Q2 		$1.21M Sell
27,669
-600
-2% -$25.8K 0.18% 95
2024
Q1 		$1.18M Buy
28,269
+1,950
+7% +$79.6K 0.18% 92
2023
Q4 		$1.08M Buy
26,319
+20,900
+386% +$829K 0.17% 93
2023
Q3 		$212K Buy
+5,419
New +$221K 0.03% 164
2022
Q3 		– Sell
-16,350
Closed -$681K – 162
2022
Q2 		$681K Sell
16,350
-20,519
-56% -$886K 0.11% 105
2022
Q1 		$1.7M Sell
36,869
-5,650
-13% -$272K 0.24% 81
2021
Q4 		$2.1M Sell
42,519
-11,600
-21% -$585K 0.29% 72
2021
Q3 		$2.71M Buy
54,119
+34,700
+179% +$1.79M 0.37% 63
2021
Q2 		$1.05M Buy
19,419
+12,300
+173% +$655K 0.14% 85
2021
Q1 		$371K Buy
+7,119
New +$379K 0.05% 125

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

John G. Ullman & Associates's VWO Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.7% in Q2 2026, selling an estimated $38.2K and leaving 23,150 shares worth $1.38M. The position accounts for 0.17% of the portfolio, ranked #94.

John G. Ullman & Associates first reported a position in VWO in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.71M in Q3 2021. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • John G. Ullman & Associates held 23,150 shares of Vanguard FTSE Emerging Markets ETF worth $1.38M as of Q2 2026.
  • John G. Ullman & Associates sold 650 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $38.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.17% of John G. Ullman & Associates's portfolio in Q2 2026, its #94 holding.
  • John G. Ullman & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 18 quarters since.
  • John G. Ullman & Associates's Vanguard FTSE Emerging Markets ETF position peaked at $2.71M in Q3 2021.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.