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Live Oak Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Live Oak Private Wealth’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 		$338K Sell
5,655
-5,414
-49% -$318K 0.04% 165
2026
Q1 		$598K Hold
11,069
– – 0.08% 121
2025
Q4 		$595K Hold
11,069
– – 0.08% 119
2025
Q3 		$600K Buy
11,069
+33
+0.3% +$1.7K 0.08% 118
2025
Q2 		$546K Hold
11,036
– – 0.08% 126
2025
Q1 		$499K Buy
11,036
+200
+2% +$9K 0.08% 128
2024
Q4 		$477K Hold
10,836
– – 0.08% 125
2024
Q3 		$519K Buy
10,836
+281
+3% +$12.5K 0.08% 120
2024
Q2 		$462K Hold
10,555
– – 0.08% 121
2024
Q1 		$441K Sell
10,555
-1
-0% -$41 0.08% 118
2023
Q4 		$434K Hold
10,556
– – 0.08% 111
2023
Q3 		$414K Hold
10,556
– – 0.09% 109
2023
Q2 		$429K Sell
10,556
-20
-0.2% -$806 0.09% 109
2023
Q1 		$427K Buy
10,576
+21
+0.2% +$856 0.09% 115
2022
Q4 		$411K Sell
10,555
-252
-2% -$9.61K 0.09% 120
2022
Q3 		$394K Sell
10,807
-496
-4% -$20.1K 0.09% 123
2022
Q2 		$471K Buy
11,303
+1,002
+10% +$43.3K 0.1% 122
2022
Q1 		$475K Sell
10,301
-461
-4% -$22.2K 0.09% 123
2021
Q4 		$532K Buy
10,762
+455
+4% +$22.9K 0.1% 120
2021
Q3 		$515K Hold
10,307
– – 0.1% 121
2021
Q2 		$560K Sell
10,307
-369
-3% -$19.7K 0.12% 110
2021
Q1 		$556K Buy
10,676
+695
+7% +$37K 0.14% 104
2020
Q4 		$500K Hold
9,981
– – 0.14% 99
2020
Q3 		$432K Hold
9,981
– – 0.15% 93
2020
Q2 		$395K Buy
+9,981
New +$370K 0.14% 96

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Live Oak Private Wealth's VWO Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 49% in Q2 2026, selling an estimated $318K and leaving 5,655 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #165.

Live Oak Private Wealth first reported a position in VWO in Q2 2020 and has held it in 25 quarters since. The position peaked at $600K in Q3 2025. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Live Oak Private Wealth held 5,655 shares of Vanguard FTSE Emerging Markets ETF worth $338K as of Q2 2026.
  • Live Oak Private Wealth sold 5,414 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $318K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Live Oak Private Wealth's portfolio in Q2 2026, its #165 holding.
  • Live Oak Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
  • Live Oak Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $600K in Q3 2025.
  • 2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.