Monument Group Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Monument Group Wealth Advisors’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	$2.32M	Sell	38,807 -2,403	-6%	-$141K	1.11%	9
2026 Q1	$2.23M	Buy	41,210 +288	+0.7%	+$16.1K	1.24%	9
2025 Q4	$2.2M	Sell	40,922 -3,678	-8%	-$200K	1.2%	9
2025 Q3	$2.42M	Buy	44,600 +2,820	+7%	+$145K	1.42%	8
2025 Q2	$2.07M	Sell	41,780 -2,408	-5%	-$112K	1.3%	8
2025 Q1	$2M	Buy	44,188 +266	+0.6%	+$12K	1.39%	8
2024 Q4	$1.93M	Sell	43,922 -4,882	-10%	-$227K	1.37%	8
2024 Q3	$2.34M	Sell	48,804 -457	-0.9%	-$20.3K	1.4%	8
2024 Q2	$2.16M	Sell	49,261 -542	-1%	-$23.3K	1.45%	8
2024 Q1	$2.08M	Buy	49,803 +868	+2%	+$35.4K	1.54%	9
2023 Q4	$2.01M	Buy	+48,935	New	+$1.94M	1.72%	9

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

Monument Group Wealth Advisors's VWO Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.8% in Q2 2026, selling an estimated $141K and leaving 38,807 shares worth $2.32M. The position accounts for 1.11% of the portfolio, ranked #9.

Monument Group Wealth Advisors first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q3 2025. 2,612 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Monument Group Wealth Advisors held 38,807 shares of Vanguard FTSE Emerging Markets ETF worth $2.32M as of Q2 2026.
Monument Group Wealth Advisors sold 2,403 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $141K.
Vanguard FTSE Emerging Markets ETF made up 1.11% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Monument Group Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Monument Group Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.42M in Q3 2025.
2,612 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.