Mowery & Schoenfeld Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mowery & Schoenfeld 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 Q2	$55.5K	Buy	930 +454	+95%	+$26.7K	0.08%	127
2026 Q1	$25.7K	Sell	476 -1,463	-75%	-$82K	0.04%	160
2025 Q4	$104K	Buy	1,939 +1,279	+194%	+$69.5K	0.15%	90
2025 Q3	$35.8K	Hold	660	–	–	0.06%	141
2025 Q2	$32.6K	Sell	660 -160	-20%	-$7.42K	0.05%	145
2025 Q1	$37.1K	Sell	820 -170	-17%	-$7.65K	0.07%	154
2024 Q4	$43.6K	Hold	990	–	–	0.08%	118
2024 Q3	$47.4K	Hold	990	–	–	0.07%	101
2024 Q2	$43.3K	Buy	+990	New	+$42.6K	0.06%	106

Other funds holding VWO

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Mowery & Schoenfeld Wealth Management's VWO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 95% in Q2 2026, buying an estimated $26.7K and bringing the position to 930 shares worth $55.5K. The position accounts for 0.08% of the portfolio, ranked #127.

Mowery & Schoenfeld Wealth Management first reported a position in VWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $104K in Q4 2025. 1,918 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 930 shares of Vanguard FTSE Emerging Markets ETF worth $55.5K as of Q2 2026.
Mowery & Schoenfeld Wealth Management bought 454 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $26.7K.
Vanguard FTSE Emerging Markets ETF made up 0.08% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #127 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $104K in Q4 2025.
1,918 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.