MWA
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Martel Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Martel 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 		$6.47M Sell
108,318
-5,379
-5% -$316K 1.02% 14
2026
Q1 		$6.15M Sell
113,697
-4,318
-4% -$242K 1.05% 14
2025
Q4 		$6.34M Sell
118,015
-2,406
-2% -$131K 1.08% 14
2025
Q3 		$6.52M Sell
120,421
-6,570
-5% -$339K 1.14% 13
2025
Q2 		$6.28M Sell
126,991
-2,494
-2% -$116K 1.16% 13
2025
Q1 		$5.86M Sell
129,485
-9,576
-7% -$431K 1.17% 14
2024
Q4 		$6.12M Sell
139,061
-3,194
-2% -$148K 1.2% 14
2024
Q3 		$6.98M Buy
142,255
+3,424
+2% +$152K 1.43% 12
2024
Q2 		$6.08M Sell
138,831
-4,032
-3% -$174K 1.3% 14
2024
Q1 		$5.97M Buy
142,863
+2,278
+2% +$93K 1.29% 14
2023
Q4 		$5.78M Buy
140,585
+1,397
+1% +$55.4K 1.31% 13
2023
Q3 		$5.46M Sell
139,188
-396
-0.3% -$16.2K 1.36% 13
2023
Q2 		$5.68M Sell
139,584
-1,771
-1% -$71.4K 1.38% 13
2023
Q1 		$5.71M Sell
141,355
-12,534
-8% -$511K 1.46% 12
2022
Q4 		$6M Sell
153,889
-67,528
-30% -$2.57M 1.63% 11
2022
Q3 		$8.08M Sell
221,417
-10,426
-4% -$423K 2.31% 8
2022
Q2 		$9.66M Sell
231,843
-12,130
-5% -$524K 2.64% 8
2022
Q1 		$11.3M Buy
243,973
+4,992
+2% +$240K 2.74% 8
2021
Q4 		$11.8M Buy
238,981
+6,052
+3% +$305K 2.8% 8
2021
Q3 		$11.6M Buy
232,929
+4,680
+2% +$242K 2.93% 8
2021
Q2 		$12.4M Buy
228,249
+773
+0.3% +$41.2K 3.12% 8
2021
Q1 		$11.8M Sell
227,476
-10,046
-4% -$535K 3.28% 8
2020
Q4 		$11.9M Buy
237,522
+2,772
+1% +$130K 3.45% 8
2020
Q3 		$10.2M Sell
234,750
-2,367
-1% -$103K 3.29% 8
2020
Q2 		$9.39M Buy
237,117
+6,060
+3% +$224K 3.26% 8
2020
Q1 		$7.75M Buy
231,057
+7,507
+3% +$306K 3.02% 8
2019
Q4 		$9.94M Sell
223,550
-5,168
-2% -$219K 3.42% 8
2019
Q3 		$9.21M Sell
228,718
-26,403
-10% -$1.09M 3.32% 8
2019
Q2 		$10.9M Buy
255,121
+6,566
+3% +$276K 3.95% 8
2019
Q1 		$10.6M Buy
248,555
+27,853
+13% +$1.15M 3.97% 8
2018
Q4 		$8.41M Buy
220,702
+7,636
+4% +$296K 3.45% 8
2018
Q3 		$8.74M Buy
+213,066
New +$8.96M 3.33% 8

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

Martel Wealth Advisors's VWO Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.7% in Q2 2026, selling an estimated $316K and leaving 108,318 shares worth $6.47M. The position accounts for 1.02% of the portfolio, ranked #14.

Martel Wealth Advisors first reported a position in VWO in Q3 2018 and has held it in 32 quarters since. The position peaked at $12.4M in Q2 2021. 1,392 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Martel Wealth Advisors held 108,318 shares of Vanguard FTSE Emerging Markets ETF worth $6.47M as of Q2 2026.
  • Martel Wealth Advisors sold 5,379 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $316K.
  • Vanguard FTSE Emerging Markets ETF made up 1.02% of Martel Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Martel Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and has held it in 32 quarters since.
  • Martel Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $12.4M in Q2 2021.
  • 1,392 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.