Oak Barrel Wealth Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Oak Barrel Wealth Advisory’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	$281K	Buy	+4,702	New	+$276K	0.12%	73
2025 Q4	$249K	Buy	+4,627	New	+$251K	0.15%	71

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Oak Barrel Wealth Advisory's VWO Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 4,702 shares worth $281K. The stake represents 0.12% of the portfolio and ranks #73 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in VWO as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in VWO in Q4 2025 and has held it in 2 quarters since. 2,617 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Oak Barrel Wealth Advisory held 4,702 shares of Vanguard FTSE Emerging Markets ETF worth $281K as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.12% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #73 holding.
Oak Barrel Wealth Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
2,617 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.