Klingman & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Klingman & 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 Q1	$54.3M	Buy	1,004,376 +9,248	+0.9%	+$518K	2.6%	11
2025 Q4	$53.5M	Buy	995,128 +14,122	+1%	+$767K	2.58%	11
2025 Q3	$53.2M	Sell	981,006 -3,176	-0.3%	-$164K	2.68%	11
2025 Q2	$48.7M	Buy	984,182 +175,871	+22%	+$8.16M	2.68%	11
2025 Q1	$36.6M	Buy	808,311 +31,926	+4%	+$1.44M	2.24%	11
2024 Q4	$34.2M	Buy	776,385 +149,875	+24%	+$6.97M	2.1%	11
2024 Q3	$30M	Buy	626,510 +64,968	+12%	+$2.89M	1.86%	12
2024 Q2	$24.6M	Buy	561,542 +31,954	+6%	+$1.38M	1.66%	18
2024 Q1	$22.1M	Buy	529,588 +37,077	+8%	+$1.51M	1.53%	22
2023 Q4	$20.2M	Buy	492,511 +19,875	+4%	+$788K	1.49%	23
2023 Q3	$18.5M	Buy	472,636 +289,579	+158%	+$11.8M	1.5%	23
2023 Q2	$7.45M	Buy	183,057 +13,798	+8%	+$556K	0.6%	33
2023 Q1	$6.84M	Buy	169,259 +7,566	+5%	+$308K	0.59%	34
2022 Q4	$6.3M	Buy	161,693 +61,742	+62%	+$2.35M	0.55%	34
2022 Q3	$3.65M	Sell	99,951 -25,494	-20%	-$1.04M	0.36%	39
2022 Q2	$5.22M	Buy	125,445 +58,794	+88%	+$2.54M	0.51%	34
2022 Q1	$3.08M	Sell	66,651 -12,535	-16%	-$603K	0.26%	40
2021 Q4	$3.92M	Buy	79,186 +26,613	+51%	+$1.34M	0.34%	36
2021 Q3	$2.63M	Buy	52,573 +7,224	+16%	+$373K	0.25%	40
2021 Q2	$2.46M	Buy	45,349 +2,290	+5%	+$122K	0.24%	41
2021 Q1	$2.24M	Buy	43,059 +1,241	+3%	+$66.1K	0.23%	40
2020 Q4	$2.1M	Buy	41,818 +4,536	+12%	+$213K	0.24%	39
2020 Q3	$1.61M	Buy	37,282 +2,245	+6%	+$97.6K	0.22%	40
2020 Q2	$1.39M	Sell	35,037 -10,346	-23%	-$383K	0.21%	46
2020 Q1	$1.52M	Sell	45,383 -8,824	-16%	-$360K	0.31%	41
2019 Q4	$2.41M	Buy	54,207 +7,258	+15%	+$307K	0.39%	35
2019 Q3	$1.89M	Buy	46,949 +9,595	+26%	+$396K	0.34%	37
2019 Q2	$1.59M	Buy	37,354 +3,847	+11%	+$162K	0.3%	41
2019 Q1	$1.42M	Sell	33,507 -991	-3%	-$40.8K	0.28%	40
2018 Q4	$1.31M	Sell	34,498 -16,283	-32%	-$631K	0.3%	39
2018 Q3	$2.08M	Buy	50,781 +3,999	+9%	+$168K	0.43%	30
2018 Q2	$1.97M	Buy	46,782 +15,412	+49%	+$696K	0.42%	30
2018 Q1	$1.47M	Sell	31,370 -178	-0.6%	-$8.54K	0.33%	30
2017 Q4	$1.45M	Buy	31,548 +1,716	+6%	+$76.7K	0.32%	31
2017 Q3	$1.3M	Sell	29,832 -7,114	-19%	-$308K	0.32%	31
2017 Q2	$1.51M	Sell	36,946 -186	-0.5%	-$7.54K	0.4%	28
2017 Q1	$1.48M	Buy	37,132 +1,599	+5%	+$61.7K	0.41%	30
2016 Q4	$1.27M	Sell	35,533 -1,180	-3%	-$43.2K	0.39%	32
2016 Q3	$1.38M	Buy	36,713 +42	+0.1%	+$1.56K	0.42%	34
2016 Q2	$1.29M	Buy	36,671 +33	+0.1%	+$1.13K	0.42%	34
2016 Q1	$1.27M	Buy	36,638 +2,062	+6%	+$64.7K	0.45%	33
2015 Q4	$1.13M	Sell	34,576 -2,823	-8%	-$97.2K	0.42%	35
2015 Q3	$1.24M	Buy	37,399 +12,846	+52%	+$467K	0.49%	31
2015 Q2	$1M	Sell	24,553 -638	-3%	-$27.4K	0.4%	34
2015 Q1	$1.03M	Buy	25,191 +2,846	+13%	+$116K	0.42%	33
2014 Q4	$894K	Buy	+22,345	New	+$920K	0.37%	34

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Klingman & Associates's VWO Position: Q1 2026 in Review

Klingman & Associates increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.93% in Q1 2026, buying an estimated $518K and bringing the position to 1,004,376 shares worth $54.3M. The position accounts for 2.6% of the portfolio, ranked #11.

Klingman & Associates first reported a position in VWO in Q4 2014 and has held it in 46 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Klingman & Associates held 1,004,376 shares of Vanguard FTSE Emerging Markets ETF worth $54.3M as of Q1 2026.
Klingman & Associates bought 9,248 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $518K.
Vanguard FTSE Emerging Markets ETF made up 2.6% of Klingman & Associates's portfolio in Q1 2026, its #11 holding.
Klingman & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 46 quarters since.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.