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 Q3	$259K	Buy	4,362 +15	+0.3%	+$896	0.02%	208
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

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

South Dakota Investment Council Sioux Falls, South Dakota $5.73B AUM 22.53% 1-Year Est. Return

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

Lyell Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.35% in Q3 2026, buying an estimated $896 and bringing the position to 4,362 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #208.

Lyell Wealth Management first reported a position in VWO in Q4 2020 and has held it in 7 quarters since. The position peaked at $647K in Q1 2021. 1,909 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Lyell Wealth Management held 4,362 shares of Vanguard FTSE Emerging Markets ETF worth $259K as of Q3 2026.
Lyell Wealth Management bought 15 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $896.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #208 holding.
Lyell Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 7 quarters since.
Lyell Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $647K in Q1 2021.
1,909 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.