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Morton Brown Family Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Morton Brown Family Wealth’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 		$1.59M Hold
26,659
– – 0.36% 24
2026
Q1 		$1.44M Sell
26,659
-727
-3% -$40.7K 0.38% 24
2025
Q4 		$1.47M Buy
27,386
+641
+2% +$34.8K 0.4% 25
2025
Q3 		$1.45M Buy
26,745
+52
+0.2% +$2.68K 0.42% 24
2025
Q2 		$1.32M Hold
26,693
– – 0.4% 24
2025
Q1 		$1.21M Sell
26,693
-2,445
-8% -$110K 0.41% 23
2024
Q4 		$1.28M Sell
29,138
-713
-2% -$33.1K 0.45% 24
2024
Q3 		$1.43M Sell
29,851
-12
-0% -$534 0.51% 22
2024
Q2 		$1.32M Sell
29,863
-6,623
-18% -$285K 0.52% 25
2024
Q1 		$1.52M Sell
36,486
-9,255
-20% -$378K 0.63% 20
2023
Q4 		$1.88M Sell
45,741
-17,846
-28% -$708K 0.82% 21
2023
Q3 		$2.49M Sell
63,587
-72,136
-53% -$2.94M 1.27% 16
2023
Q2 		$5.52M Sell
135,723
-47,430
-26% -$1.91M 2.95% 11
2023
Q1 		$7.4M Buy
183,153
+10,495
+6% +$428K 4.41% 9
2022
Q4 		$6.73M Buy
172,658
+57,945
+51% +$2.21M 4.59% 9
2022
Q3 		$4.19M Buy
114,713
+29,993
+35% +$1.22M 3.34% 10
2022
Q2 		$3.53M Buy
84,720
+14,090
+20% +$608K 2.73% 13
2022
Q1 		$3.26M Sell
70,630
-33,665
-32% -$1.62M 2.46% 12
2021
Q4 		$5.16M Buy
+104,295
New +$5.26M 3.95% 8

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
S
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Morton Brown Family Wealth's VWO Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 26,659 shares worth $1.59M. The position accounts for 0.36% of the portfolio, ranked #24.

Morton Brown Family Wealth first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.4M in Q1 2023. 1,125 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Morton Brown Family Wealth held 26,659 shares of Vanguard FTSE Emerging Markets ETF worth $1.59M as of Q2 2026.
  • Morton Brown Family Wealth left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.36% of Morton Brown Family Wealth's portfolio in Q2 2026, its #24 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $7.4M in Q1 2023.
  • 1,125 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.