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Morton Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Morton Capital 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 		$644K Buy
10,787
+1,761
+20% +$103K 0.09% 71
2026
Q1 		$488K Sell
9,026
-1,517
-14% -$85K 0.07% 77
2025
Q4 		$567K Sell
10,543
-622
-6% -$33.8K 0.09% 67
2025
Q3 		$605K Buy
11,165
+244
+2% +$12.6K 0.1% 61
2025
Q2 		$540K Sell
10,921
-4,433
-29% -$206K 0.1% 70
2025
Q1 		$695K Buy
15,354
+3,589
+31% +$162K 0.13% 54
2024
Q4 		$518K Buy
11,765
+122
+1% +$5.67K 0.1% 68
2024
Q3 		$557K Sell
11,643
-2,178
-16% -$97K 0.11% 63
2024
Q2 		$605K Buy
13,821
+1,745
+14% +$75.2K 0.14% 55
2024
Q1 		$504K Sell
12,076
-667
-5% -$27.2K 0.14% 63
2023
Q4 		$524K Buy
12,743
+1,101
+9% +$43.7K 0.16% 57
2023
Q3 		$456K Hold
11,642
– – 0.16% 56
2023
Q2 		$474K Hold
11,642
– – 0.16% 59
2023
Q1 		$470K Sell
11,642
-4,757
-29% -$194K 0.17% 57
2022
Q4 		$639K Buy
16,399
+6,745
+70% +$257K 0.25% 39
2022
Q3 		$352K Sell
9,654
-4,901
-34% -$199K 0.16% 58
2022
Q2 		$606K Buy
14,555
+13
+0.1% +$561 0.26% 38
2022
Q1 		$671K Buy
14,542
+5
+0% +$241 0.28% 36
2021
Q4 		$719K Buy
+14,537
New +$733K 0.29% 37

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
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
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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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

Morton Capital Management's VWO Position: Q2 2026 in Review

Morton Capital Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q2 2026, buying an estimated $103K and bringing the position to 10,787 shares worth $644K. The position accounts for 0.09% of the portfolio, ranked #71.

Morton Capital Management first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $719K in Q4 2021. 856 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Morton Capital Management held 10,787 shares of Vanguard FTSE Emerging Markets ETF worth $644K as of Q2 2026.
  • Morton Capital Management bought 1,761 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $103K.
  • Vanguard FTSE Emerging Markets ETF made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #71 holding.
  • Morton Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $719K in Q4 2021.
  • 856 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.