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Montgomery Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Montgomery Investment 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 		$370K Hold
6,200
– – 0.11% 86
2026
Q1 		$335K Hold
6,200
– – 0.11% 93
2025
Q4 		$333K Hold
6,200
– – 0.12% 84
2025
Q3 		$336K Hold
6,200
– – 0.12% 84
2025
Q2 		$307K Hold
6,200
– – 0.12% 81
2025
Q1 		$281K Hold
6,200
– – 0.11% 83
2024
Q4 		$273K Hold
6,200
– – 0.11% 81
2024
Q3 		$297K Hold
6,200
– – 0.11% 76
2024
Q2 		$271K Hold
6,200
– – 0.11% 78
2024
Q1 		$259K Sell
6,200
-50
-0.8% -$2.04K 0.1% 81
2023
Q4 		$257K Hold
6,250
– – 0.08% 80
2023
Q3 		$245K Hold
6,250
– – 0.08% 81
2023
Q2 		$254K Hold
6,250
– – 0.09% 76
2023
Q1 		$253K Hold
6,250
– – 0.09% 72
2022
Q4 		$244K Hold
6,250
– – 0.09% 74
2022
Q3 		$228K Hold
6,250
– – 0.09% 77
2022
Q2 		$260K Hold
6,250
– – 0.11% 70
2022
Q1 		$288K Hold
6,250
– – 0.1% 72
2021
Q4 		$309K Hold
6,250
– – 0.1% 71
2021
Q3 		$313K Hold
6,250
– – 0.12% 73
2021
Q2 		$339K Hold
6,250
– – 0.13% 71
2021
Q1 		$325K Hold
6,250
– – 0.12% 70
2020
Q4 		$313K Hold
6,250
– – 0.14% 73
2020
Q3 		$270K Hold
6,250
– – 0.14% 65
2020
Q2 		$248K Hold
6,250
– – 0.13% 71
2020
Q1 		$210K Hold
6,250
– – 0.14% 74
2019
Q4 		$278K Sell
6,250
-3,000
-32% -$127K 0.11% 81
2019
Q3 		$372K Sell
9,250
-95
-1% -$3.92K 0.16% 75
2019
Q2 		$397K Hold
9,345
– – 0.17% 73
2019
Q1 		$397K Hold
9,345
– – 0.18% 73
2018
Q4 		$356K Hold
9,345
– – 0.18% 71
2018
Q3 		$383K Hold
9,345
– – 0.16% 78
2018
Q2 		$394K Sell
9,345
-1,000
-10% -$45.2K 0.16% 73
2018
Q1 		$486K Sell
10,345
-45
-0.4% -$2.16K 0.2% 64
2017
Q4 		$477K Hold
10,390
– – 0.19% 67
2017
Q3 		$453K Hold
10,390
– – 0.2% 65
2017
Q2 		$424K Hold
10,390
– – 0.19% 68
2017
Q1 		$413K Hold
10,390
– – 0.18% 75
2016
Q4 		$372K Sell
10,390
-1,000
-9% -$36.6K 0.16% 79
2016
Q3 		$429K Sell
11,390
-1
-0% -$37 0.2% 67
2016
Q2 		$401K Sell
11,391
-809
-7% -$27.6K 0.19% 70
2016
Q1 		$422K Hold
12,200
– – 0.24% 59
2015
Q4 		$399K Hold
12,200
– – 0.23% 62
2015
Q3 		$404K Buy
+12,200
New +$443K 0.24% 60

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Montgomery Investment Management's VWO Position: Q2 2026 in Review

Montgomery Investment Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 6,200 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #86.

Montgomery Investment Management first reported a position in VWO in Q3 2015 and has held it in 44 quarters since. The position peaked at $486K in Q1 2018. 603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Montgomery Investment Management held 6,200 shares of Vanguard FTSE Emerging Markets ETF worth $370K as of Q2 2026.
  • Montgomery Investment Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.11% of Montgomery Investment Management's portfolio in Q2 2026, its #86 holding.
  • Montgomery Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2015 and has held it in 44 quarters since.
  • Montgomery Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $486K in Q1 2018.
  • 603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.