LF
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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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. 811 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.
  • 811 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.