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 Q3	–	Sell	-6,146	Closed	-$367K	–	166
2026 Q2	$367K	Buy	+6,146	New	+$361K	0.05%	126
2023 Q4	–	Sell	-70	Closed	-$2.74K	–	932
2023 Q3	$2.74K	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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

South Dakota Investment Council Sioux Falls, South Dakota $5.73B AUM 22.53% 1-Year Est. Return

Lee Financial's VWO Position: Q3 2026 in Review

Lee Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2026, closing a stake of 6,146 shares — an estimated $367K sold.

Lee Financial first reported a position in VWO in Q2 2017 and held it in 15 quarters. The position peaked at $520K in Q4 2017. 1,909 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Lee Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2026 after selling out during the quarter.
Lee Financial sold 6,146 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $367K.
Lee Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and held it in 15 quarters.
Lee Financial's Vanguard FTSE Emerging Markets ETF position peaked at $520K in Q4 2017.
1,909 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.