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

NewSquare Capital’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 		$5.51M Sell
102,023
-1,597
-2% -$89.5K 0.48% 71
2025
Q4 		$5.57M Sell
103,620
-43,779
-30% -$2.38M 0.49% 55
2025
Q3 		$7.99M Sell
147,399
-3,599
-2% -$185K 0.54% 58
2025
Q2 		$7.47M Buy
150,998
+707
+0.5% +$32.8K 0.55% 52
2025
Q1 		$6.8M Buy
150,291
+2,238
+2% +$101K 0.55% 56
2024
Q4 		$6.52M Sell
148,053
-5,735
-4% -$267K 0.52% 58
2024
Q3 		$7.36M Buy
153,788
+5,957
+4% +$265K 0.59% 53
2024
Q2 		$6.47M Buy
147,831
+5,855
+4% +$252K 0.56% 61
2024
Q1 		$5.93M Buy
141,976
+4,709
+3% +$192K 0.53% 63
2023
Q4 		$5.64M Buy
137,267
+2,657
+2% +$105K 0.54% 64
2023
Q3 		$5.28M Buy
134,610
+3,413
+3% +$139K 0.56% 61
2023
Q2 		$5.34M Buy
131,197
+1,584
+1% +$63.9K 0.55% 65
2023
Q1 		$5.24M Sell
129,613
-2,459
-2% -$100K 0.62% 62
2022
Q4 		$5.15M Sell
132,072
-4,633
-3% -$177K 0.64% 60
2022
Q3 		$4.99M Buy
136,705
+449
+0.3% +$18.2K 0.62% 50
2022
Q2 		$5.67M Sell
136,256
-46,244
-25% -$2M 0.73% 39
2022
Q1 		$8.42M Buy
182,500
+48,818
+37% +$2.35M 0.89% 28
2021
Q4 		$6.61M Buy
133,682
+15,355
+13% +$774K 0.7% 30
2021
Q3 		$5.92M Buy
118,327
+5,182
+5% +$268K 0.69% 30
2021
Q2 		$6.14M Buy
113,145
+9,303
+9% +$495K 0.73% 31
2021
Q1 		$5.41M Buy
103,842
+8,515
+9% +$453K 0.71% 32
2020
Q4 		$4.78M Buy
95,327
+3,646
+4% +$171K 0.67% 32
2020
Q3 		$3.96M Buy
91,681
+14,622
+19% +$636K 0.64% 31
2020
Q2 		$3.05M Sell
77,059
-5,688
-7% -$211K 0.52% 37
2020
Q1 		$2.78M Sell
82,747
-9,089
-10% -$371K 0.51% 37
2019
Q4 		$4.08M Buy
91,836
+1,981
+2% +$83.9K 0.68% 28
2019
Q3 		$3.62M Sell
89,855
-613
-0.7% -$25.3K 0.66% 28
2019
Q2 		$3.85M Sell
90,468
-836
-0.9% -$35.2K 0.7% 29
2019
Q1 		$3.88M Sell
91,304
-3,783
-4% -$156K 0.74% 29
2018
Q4 		$3.62M Buy
95,087
+3,496
+4% +$135K 0.77% 28
2018
Q3 		$3.75M Buy
91,591
+4,684
+5% +$197K 0.71% 28
2018
Q2 		$3.73M Buy
86,907
+2,485
+3% +$112K 0.76% 29
2018
Q1 		$3.97M Buy
84,422
+3,554
+4% +$170K 0.86% 28
2017
Q4 		$3.71M Sell
80,868
-30,729
-28% -$1.37M 0.85% 27
2017
Q3 		$3.35M Buy
111,597
+34,938
+46% +$1.51M 0.8% 28
2017
Q2 		$3.13M Buy
76,659
+4,393
+6% +$178K 0.76% 30
2017
Q1 		$2.87M Buy
72,266
+43,943
+155% +$1.7M 0.68% 31
2016
Q4 		$1.01M Buy
28,323
+4,445
+19% +$163K 0.25% 63
2016
Q3 		$899K Buy
23,878
+15,626
+189% +$582K 0.21% 67
2016
Q2 		$291K Buy
8,252
+7,476
+963% +$255K 0.07% 112
2016
Q1 		$27K Hold
776
– – 0.01% 203
2015
Q4 		$25K Buy
+776
New +$26.7K 0.01% 182
2014
Q4 		– Sell
-109
Closed -$5K – 345
2014
Q3 		$5K Buy
+109
New +$4.84K ﹤0.01% 266
2014
Q2 		– Sell
-114
Closed -$5K – 300
2014
Q1 		$5K Buy
+114
New +$4.42K ﹤0.01% 228

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

NewSquare Capital's VWO Position: Q1 2026 in Review

NewSquare Capital reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.5% in Q1 2026, selling an estimated $89.5K and leaving 102,023 shares worth $5.51M. The position accounts for 0.48% of the portfolio, ranked #71.

NewSquare Capital first reported a position in VWO in Q1 2014 and has held it in 44 quarters since. The position peaked at $8.42M in Q1 2022. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • NewSquare Capital held 102,023 shares of Vanguard FTSE Emerging Markets ETF worth $5.51M as of Q1 2026.
  • NewSquare Capital sold 1,597 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $89.5K.
  • Vanguard FTSE Emerging Markets ETF made up 0.48% of NewSquare Capital's portfolio in Q1 2026, its #71 holding.
  • NewSquare Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2014 and has held it in 44 quarters since.
  • NewSquare Capital's Vanguard FTSE Emerging Markets ETF position peaked at $8.42M in Q1 2022.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.