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Oak Family Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Oak Family Advisors’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 		$3.24M Buy
54,287
+5,455
+11% +$321K 0.83% 36
2026
Q1 		$2.64M Buy
48,832
+42,145
+630% +$2.36M 0.74% 42
2025
Q4 		$359K Buy
6,687
+50
+0.8% +$2.72K 0.1% 88
2025
Q3 		$360K Buy
6,637
+60
+0.9% +$3.09K 0.09% 84
2025
Q2 		$325K Buy
6,577
+20
+0.3% +$928 0.1% 79
2025
Q1 		$297K Sell
6,557
-20,338
-76% -$916K 0.1% 77
2024
Q4 		$1.18M Buy
26,895
+90
+0.3% +$4.18K 0.43% 53
2024
Q3 		$1.28M Sell
26,805
-6
-0% -$267 0.39% 54
2024
Q2 		$1.17M Buy
26,811
+4,643
+21% +$200K 0.4% 52
2024
Q1 		$926K Buy
22,168
+1,066
+5% +$43.5K 0.36% 62
2023
Q4 		$867K Buy
21,102
+3,459
+20% +$137K 0.36% 64
2023
Q3 		$692K Buy
17,643
+68
+0.4% +$2.78K 0.33% 62
2023
Q2 		$715K Buy
17,575
+133
+0.8% +$5.36K 0.34% 62
2023
Q1 		$705K Buy
17,442
+295
+2% +$12K 0.35% 61
2022
Q4 		$668K Buy
17,147
+6,355
+59% +$242K 0.36% 59
2022
Q3 		$394K Sell
10,792
-300
-3% -$12.2K 0.21% 80
2022
Q2 		$462K Sell
11,092
-2,413
-18% -$104K 0.23% 75
2022
Q1 		$623K Hold
13,505
– – 0.24% 73
2021
Q4 		$668K Sell
13,505
-15
-0.1% -$756 0.25% 71
2021
Q3 		$676K Sell
13,520
-1,375
-9% -$71K 0.25% 65
2021
Q2 		$809K Buy
14,895
+1,075
+8% +$57.3K 0.34% 47
2021
Q1 		$719K Hold
13,820
– – 0.31% 52
2020
Q4 		$693K Buy
+13,820
New +$649K 0.36% 51

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Oak Family Advisors's VWO Position: Q2 2026 in Review

Oak Family Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q2 2026, buying an estimated $321K and bringing the position to 54,287 shares worth $3.24M. The position accounts for 0.83% of the portfolio, ranked #36.

Oak Family Advisors first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Oak Family Advisors held 54,287 shares of Vanguard FTSE Emerging Markets ETF worth $3.24M as of Q2 2026.
  • Oak Family Advisors bought 5,455 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $321K.
  • Vanguard FTSE Emerging Markets ETF made up 0.83% of Oak Family Advisors's portfolio in Q2 2026, its #36 holding.
  • Oak Family Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.