MHS
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M Holdings Securities’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-43,487
Closed -$1.76M – 451
2023
Q1 		$1.76M Buy
+43,487
New +$1.77M 0.18% 95

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

M Holdings Securities's VWO Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026, closing a stake of 37,936 shares — an estimated $2.25M sold.

M Holdings Securities first reported a position in VWO in Q4 2013 and held it in 34 quarters. The position peaked at $2.39M in Q3 2014. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • M Holdings Securities reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 37,936 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2.25M.
  • M Holdings Securities first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and held it in 34 quarters.
  • M Holdings Securities's Vanguard FTSE Emerging Markets ETF position peaked at $2.39M in Q3 2014.
  • 2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.