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 Q3	$418K	Hold	7,054	–	–	0.14%	131
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Vanguard Investments Australia Victoria, Australia $42.4B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

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

Lodestone Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2026 at 7,054 shares worth $418K. The position accounts for 0.14% of the portfolio, ranked #131.

Lodestone Wealth Management first reported a position in VWO in Q4 2022 and has held it in 16 quarters since. The position peaked at $540K in Q1 2023. 2,365 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Lodestone Wealth Management held 7,054 shares of Vanguard FTSE Emerging Markets ETF worth $418K as of Q3 2026.
Lodestone Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2026.
Vanguard FTSE Emerging Markets ETF made up 0.14% of Lodestone Wealth Management's portfolio in Q3 2026, its #131 holding.
Lodestone Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 16 quarters since.
Lodestone Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $540K in Q1 2023.
2,365 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.