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

National Wealth Management Group’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 		$1.04M Buy
+17,378
New +$1.02M 0.32% 74
2026
Q1 		– Sell
-4,971
Closed -$267K – 259
2025
Q4 		$267K Buy
4,971
+674
+16% +$36.6K 0.09% 197
2025
Q3 		$233K Buy
+4,297
New +$221K 0.09% 213

Other funds holding VWO

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

National Wealth Management Group's VWO Position: Q2 2026 in Review

National Wealth Management Group opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 17,378 shares worth $1.04M. The stake represents 0.32% of the portfolio and ranks #74 among its holdings. This is a return to the name: National Wealth Management Group previously reported a position in VWO as recently as Q4 2025.

National Wealth Management Group first reported a position in VWO in Q3 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • National Wealth Management Group held 17,378 shares of Vanguard FTSE Emerging Markets ETF worth $1.04M as of Q2 2026.
  • Vanguard FTSE Emerging Markets ETF was a new National Wealth Management Group position in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.32% of National Wealth Management Group's portfolio in Q2 2026, its #74 holding.
  • National Wealth Management Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.