Monarch Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Monarch Capital 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	$3.14M	Buy	52,656 +878	+2%	+$51.6K	0.72%	42
2026 Q1	$2.8M	Sell	51,778 -450	-0.9%	-$25.2K	0.68%	44
2025 Q4	$2.81M	Sell	52,228 -2,111	-4%	-$115K	0.69%	44
2025 Q3	$2.94M	Sell	54,339 -832	-2%	-$42.9K	0.72%	42
2025 Q2	$2.73M	Sell	55,171 -370	-0.7%	-$17.2K	0.73%	44
2025 Q1	$2.51M	Sell	55,541 -75	-0.1%	-$3.38K	0.7%	43
2024 Q4	$2.45M	Sell	55,616 -200	-0.4%	-$9.3K	0.67%	44
2024 Q3	$2.67M	Buy	55,816 +70	+0.1%	+$3.12K	0.72%	42
2024 Q2	$2.44M	Sell	55,746 -997	-2%	-$42.9K	0.72%	44
2024 Q1	$2.37M	Sell	56,743 -1,769	-3%	-$72.2K	0.67%	46
2023 Q4	$2.4M	Sell	58,512 -9,449	-14%	-$375K	0.73%	42
2023 Q3	$2.66M	Sell	67,961 -923	-1%	-$37.7K	0.86%	41
2023 Q2	$2.8M	Sell	68,884 -2,385	-3%	-$96.2K	0.85%	41
2023 Q1	$2.88M	Sell	71,269 -524	-0.7%	-$21.4K	0.88%	41
2022 Q4	$2.8M	Sell	71,793 -8,146	-10%	-$311K	0.86%	39
2022 Q3	$2.92M	Sell	79,939 -12,501	-14%	-$508K	0.95%	38
2022 Q2	$3.85M	Sell	92,440 -1,675	-2%	-$72.3K	1.15%	34
2022 Q1	$4.34M	Sell	94,115 -5,071	-5%	-$244K	1.15%	35
2021 Q4	$4.91M	Buy	99,186 +632	+0.6%	+$31.9K	1.26%	32
2021 Q3	$4.93M	Buy	98,554 +3,572	+4%	+$185K	1.37%	32
2021 Q2	$5.16M	Buy	94,982 +1,463	+2%	+$77.9K	1.47%	27
2021 Q1	$4.87M	Sell	93,519 -405	-0.4%	-$21.6K	1.44%	28
2020 Q4	$4.71M	Buy	93,924 +1,567	+2%	+$73.6K	1.48%	28
2020 Q3	$3.99M	Sell	92,357 -1,269	-1%	-$55.2K	1.39%	29
2020 Q2	$3.71M	Buy	93,626 +1,451	+2%	+$53.7K	1.36%	29
2020 Q1	$3.09M	Buy	92,175 +13,719	+17%	+$559K	1.26%	32
2019 Q4	$3.49M	Sell	78,456 -2,121	-3%	-$89.9K	1.14%	36
2019 Q3	$3.24M	Sell	80,577 -2,720	-3%	-$112K	1.13%	36
2019 Q2	$3.54M	Sell	83,297 -239	-0.3%	-$10.1K	1.27%	34
2019 Q1	$3.55M	Sell	83,536 -399	-0.5%	-$16.4K	1.29%	32
2018 Q4	$3.2M	Sell	83,935 -26,111	-24%	-$1.01M	1.29%	32
2018 Q3	$4.51M	Buy	110,046 +6,590	+6%	+$277K	1.63%	28
2018 Q2	$4.37M	Buy	103,456 +6,535	+7%	+$295K	1.67%	26
2018 Q1	$4.55M	Buy	96,921 +19,257	+25%	+$923K	1.75%	24
2017 Q4	$3.57M	Sell	77,664 -1,970	-2%	-$88K	1.33%	31
2017 Q3	$3.47M	Sell	79,634 -2,595	-3%	-$112K	1.29%	33
2017 Q2	$3.36M	Sell	82,229 -1,857	-2%	-$75.3K	1.27%	35
2017 Q1	$3.34M	Buy	84,086 +665	+0.8%	+$25.7K	1.22%	34
2016 Q4	$2.98M	Sell	83,421 -6,739	-7%	-$247K	1.11%	37
2016 Q3	$3.39M	Sell	90,160 -74	-0.1%	-$2.75K	1.29%	32
2016 Q2	$3.18M	Hold	90,234	–	–	1.18%	36
2016 Q1	$3.12M	Buy	90,234 +3,500	+4%	+$110K	1.12%	36
2015 Q4	$2.84M	Sell	86,734 -16,128	-16%	-$555K	1.09%	35
2015 Q3	$3.4M	Sell	102,862 -221	-0.2%	-$8.03K	1.39%	33
2015 Q2	$4.21M	Buy	103,083 +4,230	+4%	+$182K	1.61%	29
2015 Q1	$4.04M	Buy	98,853 +8,707	+10%	+$354K	1.53%	29
2014 Q4	$3.61M	Buy	90,146 +14,191	+19%	+$584K	1.37%	32
2014 Q3	$3.17M	Sell	75,955 -425	-0.6%	-$18.9K	1.26%	33
2014 Q2	$3.29M	Buy	76,380 +950	+1%	+$40K	1.27%	34
2014 Q1	$3.06M	Buy	75,430 +5,610	+8%	+$218K	1.21%	34
2013 Q4	$2.87M	Buy	69,820 +995	+1%	+$41K	1.13%	35
2013 Q3	$2.76M	Buy	68,825 +5,500	+9%	+$218K	1.16%	34
2013 Q2	$2.46M	Buy	+63,325	New	+$2.66M	1.06%	37

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Monarch Capital Management's VWO Position: Q2 2026 in Review

Monarch Capital Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.7% in Q2 2026, buying an estimated $51.6K and bringing the position to 52,656 shares worth $3.14M. The position accounts for 0.72% of the portfolio, ranked #42.

Monarch Capital Management first reported a position in VWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.16M in Q2 2021. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Monarch Capital Management held 52,656 shares of Vanguard FTSE Emerging Markets ETF worth $3.14M as of Q2 2026.
Monarch Capital Management bought 878 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $51.6K.
Vanguard FTSE Emerging Markets ETF made up 0.72% of Monarch Capital Management's portfolio in Q2 2026, its #42 holding.
Monarch Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
Monarch Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $5.16M in Q2 2021.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.