Lord & Richards Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lord & Richards 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	$1.91M	Buy	32,055 +1,293	+4%	+$76K	1.5%	20
2026 Q1	$1.66M	Buy	30,762 +744	+2%	+$41.7K	1.46%	20
2025 Q4	$1.61M	Buy	30,018 +10,560	+54%	+$574K	1.39%	19
2025 Q3	$1.05M	Buy	19,458 +1,457	+8%	+$75.1K	0.97%	34
2025 Q2	$890K	Sell	18,001 -3,778	-17%	-$175K	0.93%	33
2025 Q1	$986K	Buy	21,779 +9,620	+79%	+$433K	1.12%	30
2024 Q4	$535K	Buy	+12,159	New	+$565K	1.13%	31

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CCWA

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

WPC

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Lord & Richards Wealth Management's VWO Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.2% in Q2 2026, buying an estimated $76K and bringing the position to 32,055 shares worth $1.91M. The position accounts for 1.5% of the portfolio, ranked #20.

Lord & Richards Wealth Management first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Lord & Richards Wealth Management held 32,055 shares of Vanguard FTSE Emerging Markets ETF worth $1.91M as of Q2 2026.
Lord & Richards Wealth Management bought 1,293 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $76K.
Vanguard FTSE Emerging Markets ETF made up 1.5% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #20 holding.
Lord & Richards Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
849 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.