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

Mittelman 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 Q2	$12.1M	Sell	40,913 -200,056	-83%	-$11.8M	7.99%	5
2026 Q1	$13M	Buy	240,969 +15,224	+7%	+$853K	8.12%	4
2025 Q4	$12.1M	Buy	225,745 +5,896	+3%	+$320K	7.89%	4
2025 Q3	$11.9M	Buy	219,849 +2,480	+1%	+$128K	7.8%	4
2025 Q2	$10.8M	Sell	217,369 -23,996	-10%	-$1.11M	9.07%	5
2025 Q1	$10.9M	Sell	241,365 -131	-0.1%	-$5.9K	9.86%	5
2024 Q4	$10.6M	Sell	241,496 -113,337	-32%	-$5.27M	9.89%	5
2024 Q3	$17M	Buy	354,833 +233,504	+192%	+$10.4M	9.65%	6
2024 Q2	$5.31M	Buy	121,329 +14,501	+14%	+$625K	3.44%	8
2024 Q1	$4.46M	Buy	+106,828	New	+$4.36M	3.02%	8

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

Mittelman Wealth Management's VWO Position: Q2 2026 in Review

Mittelman Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 83% in Q2 2026, selling an estimated $11.8M and leaving 40,913 shares worth $12.1M. The position accounts for 7.99% of the portfolio, ranked #5.

Mittelman Wealth Management first reported a position in VWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $17M in Q3 2024. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Mittelman Wealth Management held 40,913 shares of Vanguard FTSE Emerging Markets ETF worth $12.1M as of Q2 2026.
Mittelman Wealth Management sold 200,056 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $11.8M.
Vanguard FTSE Emerging Markets ETF made up 7.99% of Mittelman Wealth Management's portfolio in Q2 2026, its #5 holding.
Mittelman Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $17M in Q3 2024.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.