MAM
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Marotta Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Marotta Asset 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 		$20M Buy
337,606
+8,712
+3% +$512K 3.33% 8
2026
Q1 		$17.8M Sell
328,894
-4,607
-1% -$258K 3.28% 7
2025
Q4 		$17.9M Buy
333,501
+11,446
+4% +$622K 3.32% 7
2025
Q3 		$17.6M Sell
322,055
-2,619
-0.8% -$135K 3.31% 8
2025
Q2 		$16.1M Sell
324,674
-9,382
-3% -$435K 3.22% 9
2025
Q1 		$16M Buy
334,056
+3,513
+1% +$158K 3.14% 10
2024
Q4 		$14.5M Sell
330,543
-3,513
-1% -$163K 3.04% 10
2024
Q3 		$16M Sell
334,056
-20,317
-6% -$904K 3.14% 10
2024
Q2 		$15.5M Sell
354,373
-126,689
-26% -$5.46M 3.22% 9
2024
Q1 		$20.1M Sell
481,062
-42,822
-8% -$1.75M 4.16% 7
2023
Q4 		$21.5M Sell
523,884
-21,753
-4% -$863K 4.62% 6
2023
Q3 		$21.4M Sell
545,637
-166,620
-23% -$6.8M 4.95% 6
2023
Q2 		$29M Buy
+712,257
New +$28.7M 6.46% 3
2022
Q4 		$26.1M Buy
669,126
+9,900
+2% +$377K 6.27% 3
2022
Q3 		$24.1M Buy
659,226
+36,103
+6% +$1.47M 6.28% 3
2022
Q2 		$25.8M Buy
623,123
+4,977
+0.8% +$215K 6.35% 3
2022
Q1 		$28.5M Buy
618,146
+13,395
+2% +$644K 6.63% 3
2021
Q4 		$29.9M Buy
604,751
+39,279
+7% +$1.98M 6.78% 3
2021
Q3 		$28.3M Buy
565,472
+29,079
+5% +$1.5M 6.83% 3
2021
Q2 		$29M Buy
536,393
+53,424
+11% +$2.85M 6.95% 2
2021
Q1 		$25.4M Buy
482,969
+34,023
+8% +$1.81M 6.49% 4
2020
Q4 		$22.5M Buy
448,946
+2,751
+0.6% +$129K 5.93% 4
2020
Q3 		$19.3M Sell
446,195
-17,215
-4% -$748K 5.86% 3
2020
Q2 		$18.4M Buy
463,410
+4,258
+0.9% +$158K 5.89% 3
2020
Q1 		$14.9M Buy
459,152
+97,818
+27% +$3.99M 5.72% 4
2019
Q4 		$15.3M Buy
+361,334
New +$15.3M 4.68% 7

Other funds holding VWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Marotta Asset Management's VWO Position: Q2 2026 in Review

Marotta Asset Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.6% in Q2 2026, buying an estimated $512K and bringing the position to 337,606 shares worth $20M. The position accounts for 3.33% of the portfolio, ranked #8.

Marotta Asset Management first reported a position in VWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $29.9M in Q4 2021. 1,382 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Marotta Asset Management held 337,606 shares of Vanguard FTSE Emerging Markets ETF worth $20M as of Q2 2026.
  • Marotta Asset Management bought 8,712 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $512K.
  • Vanguard FTSE Emerging Markets ETF made up 3.33% of Marotta Asset Management's portfolio in Q2 2026, its #8 holding.
  • Marotta Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $29.9M in Q4 2021.
  • 1,382 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.