McCarter Private Wealth Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

McCarter Private Wealth Services’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	–	Sell	-10,256	Closed	-$554K	–	204
2026 Q1	$554K	Hold	10,256	–	–	0.24%	88
2025 Q4	$551K	Buy	10,256 +649	+7%	+$35.3K	0.25%	84
2025 Q3	$521K	Hold	9,607	–	–	0.27%	76
2025 Q2	$475K	Hold	9,607	–	–	0.27%	69
2025 Q1	$435K	Buy	9,607 +512	+6%	+$23K	0.28%	65
2024 Q4	$401K	Buy	9,095 +543	+6%	+$25.2K	0.25%	67
2024 Q3	$409K	Buy	+8,552	New	+$381K	0.26%	67

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

McCarter Private Wealth Services's VWO Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026, closing a stake of 10,256 shares — an estimated $554K sold.

McCarter Private Wealth Services first reported a position in VWO in Q3 2024 and held it in 7 quarters. The position peaked at $554K in Q1 2026. 2,602 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

McCarter Private Wealth Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 10,256 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $554K.
McCarter Private Wealth Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2024 and held it in 7 quarters.
McCarter Private Wealth Services's Vanguard FTSE Emerging Markets ETF position peaked at $554K in Q1 2026.
2,602 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.