Lakeridge Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lakeridge Wealth Management’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	$739K	Buy	12,381 +29	+0.2%	+$1.7K	0.27%	71
2026 Q1	$668K	Buy	12,352 +1,341	+12%	+$75.1K	0.29%	74
2025 Q4	$592K	Buy	11,011 +913	+9%	+$49.6K	0.27%	79
2025 Q3	$547K	Buy	10,098 +146	+1%	+$7.52K	0.24%	77
2025 Q2	$492K	Sell	9,952 -196	-2%	-$9.09K	0.23%	83
2025 Q1	$459K	Sell	10,148 -364	-3%	-$16.4K	0.23%	88
2024 Q4	$463K	Sell	10,512 -559	-5%	-$26K	0.24%	82
2024 Q3	$530K	Sell	11,071 -1,096	-9%	-$48.8K	0.29%	72
2024 Q2	$532K	Sell	12,167 -421	-3%	-$18.1K	0.32%	65
2024 Q1	$526K	Sell	12,588 -2,809	-18%	-$115K	0.34%	60
2023 Q4	$633K	Buy	+15,397	New	+$611K	0.46%	44

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

Lakeridge Wealth Management's VWO Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.23% in Q2 2026, buying an estimated $1.7K and bringing the position to 12,381 shares worth $739K. The position accounts for 0.27% of the portfolio, ranked #71.

Lakeridge Wealth Management first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Lakeridge Wealth Management held 12,381 shares of Vanguard FTSE Emerging Markets ETF worth $739K as of Q2 2026.
Lakeridge Wealth Management bought 29 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.7K.
Vanguard FTSE Emerging Markets ETF made up 0.27% of Lakeridge Wealth Management's portfolio in Q2 2026, its #71 holding.
Lakeridge Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.