Kapstone Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Kapstone Financial Advisors’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	$229K	Buy	+3,831	New	+$225K	0.1%	149

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

Kapstone Financial Advisors's VWO Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 3,831 shares worth $229K. The stake represents 0.1% of the portfolio and ranks #149 among its holdings.

2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Kapstone Financial Advisors held 3,831 shares of Vanguard FTSE Emerging Markets ETF worth $229K as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new Kapstone Financial Advisors position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.1% of Kapstone Financial Advisors's portfolio in Q2 2026, its #149 holding.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.