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 Q3	$9.2M	Buy	155,148 +4,210	+3%	+$251K	3.51%	7
2026 Q2	$9.01M	Buy	150,938 +12,103	+9%	+$711K	3.61%	6
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

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Level Wealth Management's VWO Position: Q3 2026 in Review

Level Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.8% in Q3 2026, buying an estimated $251K and bringing the position to 155,148 shares worth $9.2M. The position accounts for 3.51% of the portfolio, ranked #7.

Level Wealth Management first reported a position in VWO in Q4 2024 and has held it in 8 quarters since. 906 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Level Wealth Management held 155,148 shares of Vanguard FTSE Emerging Markets ETF worth $9.2M as of Q3 2026.
Level Wealth Management bought 4,210 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $251K.
Vanguard FTSE Emerging Markets ETF made up 3.51% of Level Wealth Management's portfolio in Q3 2026, its #7 holding.
Level Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
906 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.