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Kathleen S. Wright Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Kathleen S. Wright 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
2025
Q3 		$399K Buy
7,370
+2
+0% +$103 0.15% 84
2025
Q2 		$364K Sell
7,368
-576
-7% -$26.7K 0.14% 87
2025
Q1 		$360K Sell
7,944
-416
-5% -$18.7K 0.15% 86
2024
Q4 		$368K Buy
8,360
+54
+0.7% +$2.51K 0.15% 86
2024
Q3 		$397K Sell
8,306
-551
-6% -$24.5K 0.16% 85
2024
Q2 		$388K Buy
8,857
+3,061
+53% +$132K 0.18% 84
2024
Q1 		$242K Sell
5,796
-2
-0% -$82 0.11% 97
2023
Q4 		$238K Buy
5,798
+14
+0.2% +$555 0.12% 93
2023
Q3 		$227K Buy
5,784
+64
+1% +$2.61K 0.13% 92
2023
Q2 		$233K Sell
5,720
-23
-0.4% -$927 0.15% 75
2023
Q1 		$232K Sell
5,743
-405
-7% -$16.5K 0.15% 77
2022
Q4 		$240K Sell
6,148
-149
-2% -$5.68K 0.16% 82
2022
Q3 		$230K Buy
6,297
+429
+7% +$17.4K 0.19% 77
2022
Q2 		$244K Buy
5,868
+271
+5% +$11.7K 0.21% 72
2022
Q1 		$258K Buy
5,597
+1,522
+37% +$73.2K 0.19% 73
2021
Q4 		$202K Buy
+4,075
New +$205K 0.15% 81

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Kathleen S. Wright Associates's VWO Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.03% in Q3 2025, buying an estimated $103 and bringing the position to 7,370 shares worth $399K. The position accounts for 0.15% of the portfolio, ranked #84.

Kathleen S. Wright Associates first reported a position in VWO in Q4 2021 and has held it in 16 quarters since. 2,301 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Kathleen S. Wright Associates held 7,370 shares of Vanguard FTSE Emerging Markets ETF worth $399K as of Q3 2025.
  • Kathleen S. Wright Associates bought 2 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $103.
  • Vanguard FTSE Emerging Markets ETF made up 0.15% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #84 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,301 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.