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

Lee Financial’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	$367K	Buy	+6,146	New	+$361K	0.05%	126
2023 Q4	–	Sell	-70	Closed	-$2.75K	–	932
2023 Q3	$2.75K	Buy	+70	New	+$2.86K	﹤0.01%	619
2023 Q1	–	Sell	-111	Closed	-$4.33K	–	959
2022 Q4	$4.33K	Hold	111	–	–	﹤0.01%	570
2022 Q3	$4K	Hold	111	–	–	﹤0.01%	596
2022 Q2	$5K	Sell	111 -21	-16%	-$907	﹤0.01%	572
2022 Q1	$6K	Hold	132	–	–	﹤0.01%	500
2021 Q4	$7K	Hold	132	–	–	﹤0.01%	562
2021 Q3	$7K	Hold	132	–	–	﹤0.01%	467
2021 Q2	$7K	Sell	132 -108	-45%	-$5.75K	﹤0.01%	444
2021 Q1	$12K	Buy	+240	New	+$12.8K	﹤0.01%	371
2018 Q3	–	Sell	-4,855	Closed	-$205K	–	729
2018 Q2	$205K	Sell	4,855 -805	-14%	-$36.4K	0.05%	159
2018 Q1	$266K	Sell	5,660 -5,660	-50%	-$271K	0.07%	139
2017 Q4	$520K	Buy	11,320 +5,660	+100%	+$253K	0.15%	77
2017 Q3	$247K	Hold	5,660	–	–	0.08%	104
2017 Q2	$231K	Buy	+5,660	New	+$229K	0.09%	108

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

Lee Financial's VWO Position: Q2 2026 in Review

Lee Financial opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 6,146 shares worth $367K. The stake represents 0.05% of the portfolio and ranks #126 among its holdings. This is a return to the name: Lee Financial previously reported a position in VWO as recently as Q3 2023.

Lee Financial first reported a position in VWO in Q2 2017 and has held it in 15 quarters since. The position peaked at $520K in Q4 2017. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Lee Financial held 6,146 shares of Vanguard FTSE Emerging Markets ETF worth $367K as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new Lee Financial position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.05% of Lee Financial's portfolio in Q2 2026, its #126 holding.
Lee Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and has held it in 15 quarters since.
Lee Financial's Vanguard FTSE Emerging Markets ETF position peaked at $520K in Q4 2017.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.