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

Level 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 Q1	$7.5M	Buy	138,835 +15,384	+12%	+$862K	3.52%	6
2025 Q4	$6.64M	Sell	123,451 -12,923	-9%	-$702K	3.39%	6
2025 Q3	$7.39M	Buy	136,374 +6,934	+5%	+$357K	3.89%	6
2025 Q2	$6.4M	Sell	129,440 -16,416	-11%	-$761K	3.72%	6
2025 Q1	$6.6M	Buy	145,856 +16,827	+13%	+$757K	4.32%	5
2024 Q4	$5.68M	Buy	+129,029	New	+$6M	4.01%	6

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Level Wealth Management's VWO Position: Q1 2026 in Review

Level Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q1 2026, buying an estimated $862K and bringing the position to 138,835 shares worth $7.5M. The position accounts for 3.52% of the portfolio, ranked #6.

Level Wealth Management first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Level Wealth Management held 138,835 shares of Vanguard FTSE Emerging Markets ETF worth $7.5M as of Q1 2026.
Level Wealth Management bought 15,384 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $862K.
Vanguard FTSE Emerging Markets ETF made up 3.52% of Level Wealth Management's portfolio in Q1 2026, its #6 holding.
Level Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.