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McKinley Carter Wealth Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

McKinley Carter 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
Q1 		$702K Sell
12,990
-350
-3% -$19.6K 0.04% 194
2025
Q4 		$717K Sell
13,340
-218
-2% -$11.8K 0.04% 197
2025
Q3 		$735K Buy
13,558
+318
+2% +$16.4K 0.04% 190
2025
Q2 		$655K Sell
13,240
-231
-2% -$10.7K 0.04% 189
2025
Q1 		$610K Sell
13,471
-1,373
-9% -$61.8K 0.04% 194
2024
Q4 		$654K Sell
14,844
-1,891
-11% -$87.9K 0.04% 181
2024
Q3 		$801K Sell
16,735
-93
-0.6% -$4.14K 0.05% 176
2024
Q2 		$736K Sell
16,828
-566
-3% -$24.4K 0.05% 178
2024
Q1 		$727K Sell
17,394
-2,895
-14% -$118K 0.05% 175
2023
Q4 		$834K Sell
20,289
-7,863
-28% -$312K 0.06% 159
2023
Q3 		$1.1M Sell
28,152
-4,282
-13% -$175K 0.09% 139
2023
Q2 		$1.32M Sell
32,434
-1,460
-4% -$58.9K 0.1% 136
2023
Q1 		$1.37M Sell
33,894
-12,316
-27% -$502K 0.11% 126
2022
Q4 		$1.8M Sell
46,210
-5,877
-11% -$224K 0.15% 105
2022
Q3 		$1.9M Sell
52,087
-26,579
-34% -$1.08M 0.18% 93
2022
Q2 		$3.28M Sell
78,666
-12,978
-14% -$560K 0.29% 68
2022
Q1 		$4.23M Sell
91,644
-17,567
-16% -$845K 0.33% 60
2021
Q4 		$5.4M Buy
109,211
+11,280
+12% +$569K 0.4% 55
2021
Q3 		$4.9M Sell
97,931
-39,191
-29% -$2.03M 0.4% 57
2021
Q2 		$7.45M Buy
137,122
+6,783
+5% +$361K 0.62% 35
2021
Q1 		$6.78M Buy
130,339
+99,863
+328% +$5.32M 0.58% 34
2020
Q4 		$1.53M Buy
+30,476
New +$1.43M 0.2% 104

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McKinley Carter Wealth Services's VWO Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.6% in Q1 2026, selling an estimated $19.6K and leaving 12,990 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #194.

McKinley Carter Wealth Services first reported a position in VWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.45M in Q2 2021. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • McKinley Carter Wealth Services held 12,990 shares of Vanguard FTSE Emerging Markets ETF worth $702K as of Q1 2026.
  • McKinley Carter Wealth Services sold 350 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $19.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #194 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's Vanguard FTSE Emerging Markets ETF position peaked at $7.45M in Q2 2021.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.