MSWA
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Marshall & Sterling Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$5.49K Hold
92
– – ﹤0.01% 264
2026
Q1 		$4.97K Hold
92
– – ﹤0.01% 256
2025
Q4 		$4.95K Hold
92
– – ﹤0.01% 255
2025
Q3 		$4.99K Hold
92
– – ﹤0.01% 503
2025
Q2 		$4.55K Sell
92
-139
-60% -$6.45K ﹤0.01% 492
2025
Q1 		$10.5K Buy
231
+139
+151% +$6.26K 0.01% 309
2024
Q4 		$4.05K Buy
+92
New +$4.28K ﹤0.01% 272

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VWO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 92 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Marshall & Sterling Wealth Advisors first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5K in Q1 2025. 764 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 92 shares of Vanguard FTSE Emerging Markets ETF worth $5.49K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $10.5K in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.