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Oak Harbor Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Oak Harbor Wealth Partners’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 		$995K Buy
18,407
+5,523
+43% +$309K 0.23% 95
2025
Q4 		$693K Buy
12,884
+3,410
+36% +$185K 0.17% 111
2025
Q3 		$513K Buy
9,474
+100
+1% +$5.15K 0.13% 134
2025
Q2 		$464K Buy
9,374
+1,126
+14% +$52.2K 0.13% 133
2025
Q1 		$373K Hold
8,248
– – 0.11% 146
2024
Q4 		$363K Sell
8,248
-400
-5% -$18.6K 0.11% 128
2024
Q3 		$414K Sell
8,648
-1,294
-13% -$57.6K 0.12% 124
2024
Q2 		$435K Hold
9,942
– – 0.14% 118
2024
Q1 		$415K Sell
9,942
-1,600
-14% -$65.3K 0.13% 121
2023
Q4 		$474K Sell
11,542
-2,718
-19% -$108K 0.16% 114
2023
Q3 		$559K Sell
14,260
-1,098
-7% -$44.8K 0.2% 103
2023
Q2 		$625K Buy
15,358
+160
+1% +$6.45K 0.21% 101
2023
Q1 		$614K Buy
15,198
+872
+6% +$35.5K 0.22% 96
2022
Q4 		$558K Sell
14,326
-4,731
-25% -$180K 0.21% 92
2022
Q3 		$695K Buy
19,057
+46
+0.2% +$1.87K 0.27% 77
2022
Q2 		$792K Sell
19,011
-1,643
-8% -$70.9K 0.32% 72
2022
Q1 		$953K Buy
20,654
+11
+0.1% +$529 0.31% 72
2021
Q4 		$1.02M Buy
+20,643
New +$1.04M 0.35% 66

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

Oak Harbor Wealth Partners's VWO Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 43% in Q1 2026, buying an estimated $309K and bringing the position to 18,407 shares worth $995K. The position accounts for 0.23% of the portfolio, ranked #95.

Oak Harbor Wealth Partners first reported a position in VWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.02M in Q4 2021. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Oak Harbor Wealth Partners held 18,407 shares of Vanguard FTSE Emerging Markets ETF worth $995K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 5,523 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $309K.
  • Vanguard FTSE Emerging Markets ETF made up 0.23% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #95 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $1.02M in Q4 2021.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.