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

Mascoma 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 Q3	$243K	Buy	4,105 +339	+9%	+$20.2K	0.04%	87
2026 Q2	$225K	Buy	3,766 +319	+9%	+$18.7K	0.04%	85
2026 Q1	$186K	Hold	3,447	–	–	0.04%	97
2025 Q4	$185K	Hold	3,447	–	–	0.04%	91
2025 Q3	$187K	Buy	3,447 +2,850	+477%	+$147K	0.04%	99
2025 Q2	$29.5K	Hold	597	–	–	0.01%	232
2025 Q1	$27K	Sell	597 -6,690	-92%	-$301K	0.01%	238
2024 Q4	$321K	Buy	7,287 +15	+0.2%	+$697	0.08%	71
2024 Q3	$348K	Buy	7,272 +590	+9%	+$26.3K	0.09%	71
2024 Q2	$292K	Buy	6,682 +2	+0%	+$86	0.08%	76
2024 Q1	$279K	Hold	6,680	–	–	0.08%	78
2023 Q4	$275K	Buy	6,680 +8	+0.1%	+$317	0.08%	83
2023 Q3	$262K	Buy	6,672 +3	+0%	+$122	0.08%	86
2023 Q2	$275K	Sell	6,669 -1,458	-18%	-$58.8K	0.08%	83
2023 Q1	$327K	Buy	8,127 +1	+0%	+$41	0.1%	87
2022 Q4	$317K	Buy	8,126 +22	+0.3%	+$839	0.1%	93
2022 Q3	$296K	Sell	8,104 -306	-4%	-$12.4K	0.1%	95
2022 Q2	$350K	Sell	8,410 -290	-3%	-$12.5K	0.12%	89
2022 Q1	$401K	Buy	8,700 +1,186	+16%	+$57.1K	0.13%	84
2021 Q4	$372K	Hold	7,514	–	–	0.13%	75
2021 Q3	$376K	Buy	7,514 +195	+3%	+$10.1K	0.15%	74
2021 Q2	$397K	Sell	7,319 -831	-10%	-$44.3K	0.17%	71
2021 Q1	$424K	Buy	8,150 +1,316	+19%	+$70.1K	0.18%	68
2020 Q4	$342K	Buy	+6,834	New	+$321K	0.17%	71
2019 Q3	–	Sell	-600	Closed	-$26K	–	333
2019 Q2	$26K	Sell	600 -102	-15%	-$4.29K	0.02%	212
2019 Q1	$30K	Hold	702	–	–	0.02%	190
2018 Q4	$27K	Sell	702 -25	-3%	-$968	0.02%	187
2018 Q3	$30K	Sell	727 -950	-57%	-$40K	0.02%	200
2018 Q2	$71K	Buy	1,677 +202	+14%	+$9.12K	0.05%	131
2018 Q1	$69K	Sell	1,475 -15,125	-91%	-$725K	0.05%	128
2017 Q4	$801K	Sell	16,600 -587	-3%	-$26.2K	0.49%	27
2017 Q3	$749K	Buy	17,187 +17,152	+49,006%	+$742K	0.5%	31
2017 Q2	$1K	Buy	+35	New	+$1.42K	﹤0.01%	394

Other funds holding VWO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Mascoma Wealth Management's VWO Position: Q3 2026 in Review

Mascoma Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9% in Q3 2026, buying an estimated $20.2K and bringing the position to 4,105 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #87.

Mascoma Wealth Management first reported a position in VWO in Q2 2017 and has held it in 33 quarters since. The position peaked at $801K in Q4 2017. 906 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Mascoma Wealth Management held 4,105 shares of Vanguard FTSE Emerging Markets ETF worth $243K as of Q3 2026.
Mascoma Wealth Management bought 339 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $20.2K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Mascoma Wealth Management's portfolio in Q3 2026, its #87 holding.
Mascoma Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and has held it in 33 quarters since.
Mascoma Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $801K in Q4 2017.
906 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.