KA
VWO icon

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

Kozak & 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 		$38.6K Buy
653
+36
+6% +$2.12K 0.01% 164
2026
Q1 		$35.3K Buy
617
+400
+184% +$22.4K 0.01% 171
2025
Q4 		$12K Sell
217
-46
-17% -$2.5K ﹤0.01% 238
2025
Q3 		$14.3K Buy
263
+250
+1,923% +$12.9K ﹤0.01% 220
2025
Q2 		$653 Sell
13
-110
-89% -$5.1K ﹤0.01% 378
2025
Q1 		$5.36K Sell
123
-177
-59% -$7.97K ﹤0.01% 283
2024
Q4 		$13.2K Buy
+300
New +$13.9K ﹤0.01% 211
2024
Q3 		– Hold
0
– – – 392
2024
Q2 		– Hold
0
– – – 384
2022
Q3 		– Sell
-95
Closed -$4K – 385
2022
Q2 		$4K Sell
95
-123
-56% -$5.31K ﹤0.01% 313
2022
Q1 		$10K Hold
218
– – 0.01% 260
2021
Q4 		$10K Buy
+218
New +$11K 0.01% 260

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

Kozak & Associates's VWO Position: Q2 2026 in Review

Kozak & Associates increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.8% in Q2 2026, buying an estimated $2.12K and bringing the position to 653 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #164.

Kozak & Associates first reported a position in VWO in Q4 2021 and has held it in 10 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Kozak & Associates held 653 shares of Vanguard FTSE Emerging Markets ETF worth $38.6K as of Q2 2026.
  • Kozak & Associates bought 36 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.12K.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Kozak & Associates's portfolio in Q2 2026, its #164 holding.
  • Kozak & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 10 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.