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

Lodestone 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 Q2	$421K	Hold	7,054	–	–	0.15%	129
2026 Q1	$381K	Hold	7,054	–	–	0.15%	125
2025 Q4	$379K	Hold	7,054	–	–	0.15%	121
2025 Q3	$382K	Sell	7,054 -57	-0.8%	-$2.94K	0.17%	121
2025 Q2	$352K	Buy	7,111 +1,632	+30%	+$75.7K	0.17%	118
2025 Q1	$248K	Hold	5,479	–	–	0.13%	136
2024 Q4	$241K	Hold	5,479	–	–	0.12%	131
2024 Q3	$262K	Sell	5,479 -858	-14%	-$38.2K	0.13%	123
2024 Q2	$277K	Buy	6,337 +174	+3%	+$7.5K	0.15%	127
2024 Q1	$257K	Sell	6,163 -1,441	-19%	-$58.8K	0.14%	133
2023 Q4	$313K	Sell	7,604 -11	-0.1%	-$436	0.18%	116
2023 Q3	$299K	Sell	7,615 -2,095	-22%	-$85.5K	0.21%	103
2023 Q2	$395K	Sell	9,710 -3,648	-27%	-$147K	0.27%	90
2023 Q1	$540K	Sell	13,358 -183	-1%	-$7.46K	0.42%	67
2022 Q4	$528K	Buy	+13,541	New	+$516K	0.43%	64

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Lodestone Wealth Management's VWO Position: Q2 2026 in Review

Lodestone Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 7,054 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #129.

Lodestone Wealth Management first reported a position in VWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $540K in Q1 2023. 1,211 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Lodestone Wealth Management held 7,054 shares of Vanguard FTSE Emerging Markets ETF worth $421K as of Q2 2026.
Lodestone Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.15% of Lodestone Wealth Management's portfolio in Q2 2026, its #129 holding.
Lodestone Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $540K in Q1 2023.
1,211 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.