Moody Lynn & Lieberson’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Moody Lynn & Lieberson’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	$4.69M	Buy	78,551 +70,814	+915%	+$4.16M	0.25%	54
2026 Q1	$418K	Sell	7,737 -3,189	-29%	-$179K	0.02%	186
2025 Q4	$587K	Sell	10,926 -54,444	-83%	-$2.96M	0.03%	164
2025 Q3	$3.54M	Buy	65,370 +58,634	+870%	+$3.02M	0.19%	70
2025 Q2	$333K	Sell	6,736 -62	-0.9%	-$2.88K	0.02%	206
2025 Q1	$308K	Buy	+6,798	New	+$306K	0.02%	202
2021 Q3	–	Sell	-89,155	Closed	-$4.84M	–	236
2021 Q2	$4.84M	Buy	+89,155	New	+$4.75M	0.36%	65
2020 Q1	–	Sell	-102,433	Closed	-$4.55M	–	202
2019 Q4	$4.55M	Buy	+102,433	New	+$4.34M	0.44%	65
2019 Q2	–	Sell	-429,154	Closed	-$18.2M	–	199
2019 Q1	$18.2M	Buy	429,154 +260,171	+154%	+$10.7M	2.09%	12
2018 Q4	$6.44M	Buy	+168,983	New	+$6.55M	0.87%	40
2018 Q2	–	Sell	-405,887	Closed	-$19.1M	–	216
2018 Q1	$19.1M	Sell	405,887 -280,866	-41%	-$13.5M	2.3%	9
2017 Q4	$34M	Buy	686,753 +306,441	+81%	+$13.7M	3.63%	1
2017 Q3	$16.6M	Sell	380,312 -7,116	-2%	-$308K	2.01%	15
2017 Q2	$15.8M	Buy	387,428 +205,862	+113%	+$8.34M	2.08%	14
2017 Q1	$7.21M	Buy	+181,566	New	+$7.01M	1.01%	39
2016 Q4	–	Sell	-457,826	Closed	-$17.2M	–	184
2016 Q3	$17.2M	Buy	457,826 +408,318	+825%	+$15.2M	2.86%	7
2016 Q2	$1.74M	Sell	49,508 -212,395	-81%	-$7.26M	0.31%	62
2016 Q1	$9.06M	Buy	+261,903	New	+$8.21M	1.43%	23
2015 Q2	–	Sell	-5,630	Closed	-$230K	–	207
2015 Q1	$230K	Buy	5,630 +270	+5%	+$11K	0.04%	171
2014 Q4	$215K	Sell	5,360 -1,696	-24%	-$69.8K	0.03%	181
2014 Q3	$294K	Sell	7,056 -132,031	-95%	-$5.86M	0.04%	152
2014 Q2	$6M	Buy	139,087 +134,002	+2,635%	+$5.65M	0.82%	50
2014 Q1	$206K	Sell	5,085 -4,407	-46%	-$171K	0.03%	188
2013 Q4	$391K	Sell	9,492 -234,694	-96%	-$9.68M	0.05%	140
2013 Q3	$9.8M	Buy	+244,186	New	+$9.66M	1.51%	19

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Moody Lynn & Lieberson's VWO Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 915% in Q2 2026, buying an estimated $4.16M and bringing the position to 78,551 shares worth $4.69M. The position accounts for 0.25% of the portfolio, ranked #54.

Moody Lynn & Lieberson first reported a position in VWO in Q3 2013 and has held it in 25 quarters since. The position peaked at $34M in Q4 2017. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Moody Lynn & Lieberson held 78,551 shares of Vanguard FTSE Emerging Markets ETF worth $4.69M as of Q2 2026.
Moody Lynn & Lieberson bought 70,814 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $4.16M.
Vanguard FTSE Emerging Markets ETF made up 0.25% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #54 holding.
Moody Lynn & Lieberson first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2013 and has held it in 25 quarters since.
Moody Lynn & Lieberson's Vanguard FTSE Emerging Markets ETF position peaked at $34M in Q4 2017.
938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.