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

Marks Group 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 Q1	$1.47M	Hold	27,160	–	–	0.14%	164
2025 Q4	$1.46M	Buy	27,160 +3,601	+15%	+$196K	0.14%	156
2025 Q3	$1.28M	Hold	23,559	–	–	0.12%	161
2025 Q2	$1.17M	Sell	23,559 -12,800	-35%	-$594K	0.11%	168
2025 Q1	$1.65M	Buy	+36,359	New	+$1.64M	0.16%	137
2024 Q4	–	Sell	-5,273	Closed	-$252K	–	301
2024 Q3	$252K	Buy	+5,273	New	+$235K	0.02%	273
2023 Q4	–	Sell	-19,973	Closed	-$783K	–	296
2023 Q3	$783K	Sell	19,973 -205	-1%	-$8.37K	0.1%	180
2023 Q2	$821K	Hold	20,178	–	–	0.1%	178
2023 Q1	$815K	Hold	20,178	–	–	0.1%	177
2022 Q4	$787K	Sell	20,178 -1,481	-7%	-$56.5K	0.11%	179
2022 Q3	$790K	Hold	21,659	–	–	0.12%	174
2022 Q2	$902K	Hold	21,659	–	–	0.13%	169
2022 Q1	$999K	Buy	21,659 +1,377	+7%	+$66.2K	0.13%	166
2021 Q4	$1M	Sell	20,282 -16,691	-45%	-$842K	0.12%	175
2021 Q3	$1.85M	Buy	+36,973	New	+$1.91M	0.25%	114

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marks Group Wealth Management's VWO Position: Q1 2026 in Review

Marks Group Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2026 at 27,160 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #164.

Marks Group Wealth Management first reported a position in VWO in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.85M in Q3 2021. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Marks Group Wealth Management held 27,160 shares of Vanguard FTSE Emerging Markets ETF worth $1.47M as of Q1 2026.
Marks Group Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2026.
Vanguard FTSE Emerging Markets ETF made up 0.14% of Marks Group Wealth Management's portfolio in Q1 2026, its #164 holding.
Marks Group Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and has held it in 15 quarters since.
Marks Group Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.85M in Q3 2021.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.