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

Lyell 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	$259K	Buy	+4,347	New	+$255K	0.02%	209
2022 Q1	–	Sell	-6,853	Closed	-$339K	–	205
2021 Q4	$339K	Buy	6,853 +2,585	+61%	+$130K	0.04%	158
2021 Q3	$213K	Sell	4,268 -5,341	-56%	-$276K	0.03%	173
2021 Q2	$522K	Sell	9,609 -2,823	-23%	-$150K	0.06%	133
2021 Q1	$647K	Buy	12,432 +3,050	+33%	+$162K	0.09%	117
2020 Q4	$470K	Buy	+9,382	New	+$441K	0.08%	117

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Lyell Wealth Management opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 4,347 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings. This is a return to the name: Lyell Wealth Management previously reported a position in VWO as recently as Q4 2021.

Lyell Wealth Management first reported a position in VWO in Q4 2020 and has held it in 6 quarters since. The position peaked at $647K in Q1 2021. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Lyell Wealth Management held 4,347 shares of Vanguard FTSE Emerging Markets ETF worth $259K as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new Lyell Wealth Management position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #209 holding.
Lyell Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 6 quarters since.
Lyell Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $647K in Q1 2021.
2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.