Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$119K	Hold	1,986	–	–	﹤0.01%	371
2026 Q1	$113K	Hold	1,986	–	–	﹤0.01%	368
2025 Q4	$114K	Hold	1,986	–	–	﹤0.01%	365
2025 Q3	$109K	Hold	1,986	–	–	﹤0.01%	371
2025 Q2	$98.2K	Hold	1,986	–	–	﹤0.01%	344
2025 Q1	$88.3K	Sell	1,986 -1,250	-39%	-$56.3K	﹤0.01%	342
2024 Q4	$142K	Hold	3,236	–	–	﹤0.01%	316
2024 Q3	$152K	Buy	3,236 +825	+34%	+$36.7K	﹤0.01%	306
2024 Q2	$109K	Buy	2,411 +1,466	+155%	+$63.1K	﹤0.01%	327
2024 Q1	$39K	Sell	945 -1,300	-58%	-$53K	﹤0.01%	415
2023 Q4	$89K	Sell	2,245 -41	-2%	-$1.63K	﹤0.01%	363
2023 Q3	$88.7K	Hold	2,286	–	–	﹤0.01%	366
2023 Q2	$93K	Sell	2,286 -914	-29%	-$36.9K	﹤0.01%	375
2023 Q1	$129K	Sell	3,200 -2,314	-42%	-$94.3K	﹤0.01%	319
2022 Q4	$215K	Sell	5,514 -1,266	-19%	-$48.3K	﹤0.01%	277
2022 Q3	$247K	Sell	6,780 -985	-13%	-$40K	﹤0.01%	265
2022 Q2	$323K	Buy	7,765 +5,715	+279%	+$247K	﹤0.01%	244
2022 Q1	$95K	Sell	2,050 -700	-25%	-$33.7K	﹤0.01%	379
2021 Q4	$136K	Sell	2,750 -9,005	-77%	-$454K	﹤0.01%	351
2021 Q3	$588K	Sell	11,755 -31,221	-73%	-$1.61M	0.01%	206
2021 Q2	$2.33M	Buy	42,976 +18,245	+74%	+$972K	0.02%	119
2021 Q1	$1.29M	Buy	24,731 +8,186	+49%	+$436K	0.01%	147
2020 Q4	$829K	Buy	16,545 +3,548	+27%	+$167K	0.01%	168
2020 Q3	$562K	Buy	12,997 +7,935	+157%	+$345K	0.01%	180
2020 Q2	$201K	Buy	5,062 +288	+6%	+$10.7K	﹤0.01%	245
2020 Q1	$160K	Buy	4,774 +1,027	+27%	+$41.9K	﹤0.01%	252
2019 Q4	$167K	Sell	3,747 -147	-4%	-$6.23K	﹤0.01%	291
2019 Q3	$157K	Sell	3,894 -929	-19%	-$38.3K	﹤0.01%	288
2019 Q2	$205K	Sell	4,823 -11,816	-71%	-$497K	﹤0.01%	263
2019 Q1	$707K	Sell	16,639 -4,315	-21%	-$178K	0.01%	173
2018 Q4	$798K	Buy	20,954 +2,608	+14%	+$101K	0.01%	165
2018 Q3	$752K	Buy	18,346 +11,304	+161%	+$476K	0.01%	177
2018 Q2	$297K	Hold	7,042	–	–	0.01%	243
2018 Q1	$331K	Buy	7,042 +2,316	+49%	+$111K	0.01%	229
2017 Q4	$217K	Hold	4,726	–	–	﹤0.01%	277
2017 Q3	$206K	Hold	4,726	–	–	﹤0.01%	277
2017 Q2	$203K	Hold	4,726	–	–	﹤0.01%	269
2017 Q1	$188K	Buy	4,726 +1,750	+59%	+$67.5K	﹤0.01%	280
2016 Q4	$106K	Hold	2,976	–	–	﹤0.01%	328
2016 Q3	$112K	Sell	2,976 -1,075	-27%	-$40K	﹤0.01%	320
2016 Q2	$143K	Hold	4,051	–	–	﹤0.01%	292
2016 Q1	$140K	Buy	4,051 +41	+1%	+$1.29K	﹤0.01%	281
2015 Q4	$131K	Hold	4,010	–	–	﹤0.01%	311
2015 Q3	$164K	Hold	4,010	–	–	﹤0.01%	296
2015 Q2	$164K	Hold	4,010	–	–	﹤0.01%	296
2015 Q1	$164K	Sell	4,010 -1,380	-26%	-$56.1K	﹤0.01%	308
2014 Q4	$216K	Sell	5,390 -120	-2%	-$4.94K	0.01%	266
2014 Q3	$230K	Sell	5,510 -1,000	-15%	-$44.4K	0.01%	250
2014 Q2	$281K	Sell	6,510 -3,339	-34%	-$141K	0.01%	238
2014 Q1	$400K	Buy	9,849 +3,339	+51%	+$130K	0.01%	207
2013 Q4	$268K	Sell	6,510 -566	-8%	-$23.3K	0.01%	235
2013 Q3	$284K	Buy	7,076 +175	+3%	+$6.92K	0.01%	219
2013 Q2	$268K	Buy	+6,901	New	+$289K	0.01%	233

Other funds holding VWO

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Loring Wolcott & Coolidge Fiduciary Advisors's VWO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 1,986 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.33M in Q2 2021. 1,922 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,986 shares of Vanguard FTSE Emerging Markets ETF worth $119K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #371 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.33M in Q2 2021.
1,922 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.