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

Modern 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 		$7.31M Sell
122,473
-19,481
-14% -$1.14M 0.09% 213
2026
Q1 		$7.7M Sell
141,954
-4,126
-3% -$231K 0.13% 162
2025
Q4 		$7.85M Buy
146,080
+2,937
+2% +$160K 0.14% 153
2025
Q3 		$7.76M Buy
143,143
+762
+0.5% +$39.3K 0.15% 145
2025
Q2 		$7.04M Buy
142,381
+2,657
+2% +$123K 0.17% 127
2025
Q1 		$6.32M Buy
139,724
+40,150
+40% +$1.81M 0.2% 102
2024
Q4 		$4.39M Buy
99,574
+87,179
+703% +$4.05M 0.16% 122
2024
Q3 		$593K Buy
12,395
+1,028
+9% +$45.8K 0.04% 230
2024
Q2 		$497K Buy
11,367
+1,682
+17% +$72.5K 0.04% 224
2024
Q1 		$405K Buy
9,685
+2,221
+30% +$90.6K 0.04% 200
2023
Q4 		$307K Buy
+7,464
New +$296K 0.04% 136

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Modern Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 14% in Q2 2026, selling an estimated $1.14M and leaving 122,473 shares worth $7.31M. The position accounts for 0.09% of the portfolio, ranked #213.

Modern Wealth Management first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.85M in Q4 2025. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Modern Wealth Management held 122,473 shares of Vanguard FTSE Emerging Markets ETF worth $7.31M as of Q2 2026.
  • Modern Wealth Management sold 19,481 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.14M.
  • Vanguard FTSE Emerging Markets ETF made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Modern Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $7.85M in Q4 2025.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.