OPWM
VWO icon

Oakwell Private Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Oakwell Private Wealth Management’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 		$6.09M Sell
102,044
-1,164
-1% -$68.4K 1.01% 18
2026
Q1 		$5.58M Sell
103,208
-1,290
-1% -$72.3K 1% 18
2025
Q4 		$5.62M Sell
104,498
-345
-0.3% -$18.7K 1.05% 18
2025
Q3 		$5.68M Sell
104,843
-95
-0.1% -$4.89K 1.14% 18
2025
Q2 		$5.19M Sell
104,938
-2,060
-2% -$95.5K 1.2% 16
2025
Q1 		$4.84M Sell
106,998
-4,673
-4% -$210K 1.34% 14
2024
Q4 		$4.92M Sell
111,671
-3,119
-3% -$145K 1.38% 16
2024
Q3 		$5.49M Sell
114,790
-5,155
-4% -$229K 1.58% 14
2024
Q2 		$5.25M Sell
119,945
-1,987
-2% -$85.6K 1.48% 14
2024
Q1 		$5.09M Sell
121,932
-1,018
-0.8% -$41.5K 1.55% 14
2023
Q4 		$5.05M Sell
122,950
-3,097
-2% -$123K 1.77% 14
2023
Q3 		$4.94M Sell
126,047
-9,256
-7% -$378K 2.1% 12
2023
Q2 		$5.5M Sell
135,303
-4,849
-3% -$195K 2.3% 12
2023
Q1 		$5.66M Sell
140,152
-293,443
-68% -$12M 2.58% 10
2022
Q4 		$16.9M Buy
433,595
+39,124
+10% +$1.49M 8.07% 3
2022
Q3 		$14.4M Sell
394,471
-12,493
-3% -$507K 7.97% 3
2022
Q2 		$16.9M Buy
406,964
+14,893
+4% +$643K 9.67% 3
2022
Q1 		$18.1M Buy
392,071
+32,443
+9% +$1.56M 9.09% 3
2021
Q4 		$17.8M Buy
359,628
+16,543
+5% +$834K 8.85% 3
2021
Q3 		$17.2M Buy
343,085
+40,547
+13% +$2.1M 9.27% 3
2021
Q2 		$16.4M Buy
302,538
+21,705
+8% +$1.16M 10.55% 3
2021
Q1 		$14.6M Buy
280,833
+20,420
+8% +$1.09M 10.35% 3
2020
Q4 		$13M Buy
+260,413
New +$12.2M 10.26% 3

Other funds holding VWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Oakwell Private Wealth Management's VWO Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q2 2026, selling an estimated $68.4K and leaving 102,044 shares worth $6.09M. The position accounts for 1.01% of the portfolio, ranked #18.

Oakwell Private Wealth Management first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.1M in Q1 2022. 1,557 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Oakwell Private Wealth Management held 102,044 shares of Vanguard FTSE Emerging Markets ETF worth $6.09M as of Q2 2026.
  • Oakwell Private Wealth Management sold 1,164 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $68.4K.
  • Vanguard FTSE Emerging Markets ETF made up 1.01% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Oakwell Private Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • Oakwell Private Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $18.1M in Q1 2022.
  • 1,557 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.