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Lewis Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lewis Asset 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
Q2 		– Sell
-4,499
Closed -$243K – 228
2026
Q1 		$243K Buy
+4,499
New +$252K 0.1% 176

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WI
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Wealth Enhancement Advisory Services
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Lewis Asset Management's VWO Position: Q2 2026 in Review

Lewis Asset Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026, closing a stake of 4,499 shares — an estimated $243K sold.

Lewis Asset Management first reported a position in VWO in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 1,699 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Lewis Asset Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Lewis Asset Management sold 4,499 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $243K.
  • Lewis Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2026 and held it in 1 quarter.
  • Lewis Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $243K in Q1 2026.
  • 1,699 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.