MHS
VWO icon

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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M Holdings Securities's VWO Position: Q1 2026 in Review

M Holdings Securities reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.8% in Q1 2026, selling an estimated $180K and leaving 37,936 shares worth $2.25M. The position accounts for 0.15% of the portfolio, ranked #119.

M Holdings Securities first reported a position in VWO in Q4 2013 and has held it in 34 quarters since. The position peaked at $2.39M in Q3 2014. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • M Holdings Securities held 37,936 shares of Vanguard FTSE Emerging Markets ETF worth $2.25M as of Q1 2026.
  • M Holdings Securities sold 3,213 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $180K.
  • Vanguard FTSE Emerging Markets ETF made up 0.15% of M Holdings Securities's portfolio in Q1 2026, its #119 holding.
  • M Holdings Securities first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 34 quarters since.
  • M Holdings Securities's Vanguard FTSE Emerging Markets ETF position peaked at $2.39M in Q3 2014.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.