McDaniel Terry & Co’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

McDaniel Terry & Co’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
2025 Q4	–	Sell	-4,078	Closed	-$221K	–	91
2025 Q3	$221K	Hold	4,078	–	–	0.02%	88
2025 Q2	$202K	Buy	+4,078	New	+$189K	0.02%	90
2024 Q2	–	Sell	-8,364	Closed	-$349K	–	104
2024 Q1	$349K	Buy	+8,364	New	+$341K	0.03%	83
2022 Q1	–	Sell	-10,349	Closed	-$512K	–	110
2021 Q4	$512K	Buy	10,349 +5,940	+135%	+$300K	0.05%	68
2021 Q3	$220K	Hold	4,409	–	–	0.03%	83
2021 Q2	$239K	Hold	4,409	–	–	0.03%	82
2021 Q1	$229K	Hold	4,409	–	–	0.03%	81
2020 Q4	$221K	Buy	+4,409	New	+$207K	0.03%	82

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

McDaniel Terry & Co's VWO Position: Q4 2025 in Review

McDaniel Terry & Co sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2025, closing a stake of 4,078 shares — an estimated $221K sold.

McDaniel Terry & Co first reported a position in VWO in Q4 2020 and held it in 8 quarters. The position peaked at $512K in Q4 2021. 2,498 funds tracked by Wall St. Rank hold VWO as of Q4 2025.

McDaniel Terry & Co reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 4,078 Vanguard FTSE Emerging Markets ETF shares in Q4 2025, an estimated $221K.
McDaniel Terry & Co first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
McDaniel Terry & Co's Vanguard FTSE Emerging Markets ETF position peaked at $512K in Q4 2021.
2,498 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.