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

MorganRosel 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
Q1 		$2.46M Sell
45,531
-9,092
-17% -$509K 0.97% 31
2025
Q4 		$2.94M Buy
54,623
+5,778
+12% +$314K 0.73% 31
2025
Q3 		$2.65M Buy
48,845
+6,117
+14% +$315K 0.69% 32
2025
Q2 		$2.11M Buy
42,728
+2,135
+5% +$99K 0.58% 33
2025
Q1 		$1.84M Buy
40,593
+5,978
+17% +$269K 0.56% 34
2024
Q4 		$1.52M Buy
34,615
+3,239
+10% +$151K 0.5% 36
2024
Q3 		$1.5M Buy
31,376
+850
+3% +$37.8K 0.5% 36
2024
Q2 		$1.34M Buy
30,526
+1,559
+5% +$67.2K 0.47% 36
2024
Q1 		$1.21M Buy
28,967
+7,681
+36% +$313K 0.43% 39
2023
Q4 		$875K Sell
21,286
-1,368
-6% -$54.3K 0.34% 55
2023
Q3 		$888K Buy
22,654
+1,362
+6% +$55.6K 0.37% 46
2023
Q2 		$866K Buy
21,292
+435
+2% +$17.5K 0.35% 51
2023
Q1 		$843K Buy
20,857
+2,507
+14% +$102K 0.36% 56
2022
Q4 		$715K Buy
18,350
+3,873
+27% +$148K 0.33% 64
2022
Q3 		$528K Buy
14,477
+1,995
+16% +$81K 0.26% 66
2022
Q2 		$520K Buy
12,482
+5,947
+91% +$257K 0.28% 66
2022
Q1 		$301K Buy
6,535
+1,670
+34% +$80.3K 0.15% 78
2021
Q4 		$241K Sell
4,865
-25,545
-84% -$1.29M 0.12% 76
2021
Q3 		$1.52M Sell
30,410
-70,737
-70% -$3.66M 0.83% 20
2021
Q2 		$5.49M Buy
101,147
+3,838
+4% +$204K 3.08% 7
2021
Q1 		$5.07M Buy
97,309
+70,261
+260% +$3.74M 3.19% 6
2020
Q4 		$1.35M Buy
27,048
+939
+4% +$44.1K 0.95% 19
2020
Q3 		$1.13M Buy
+26,109
New +$1.14M 0.91% 19

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MorganRosel Wealth Management's VWO Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 17% in Q1 2026, selling an estimated $509K and leaving 45,531 shares worth $2.46M. The position accounts for 0.97% of the portfolio, ranked #31.

MorganRosel Wealth Management first reported a position in VWO in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.49M in Q2 2021. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • MorganRosel Wealth Management held 45,531 shares of Vanguard FTSE Emerging Markets ETF worth $2.46M as of Q1 2026.
  • MorganRosel Wealth Management sold 9,092 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $509K.
  • Vanguard FTSE Emerging Markets ETF made up 0.97% of MorganRosel Wealth Management's portfolio in Q1 2026, its #31 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and has held it in 23 quarters since.
  • MorganRosel Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $5.49M in Q2 2021.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.