OWP
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Obermeyer Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Obermeyer 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 		$807K Sell
14,935
-900
-6% -$50.4K 0.04% 130
2025
Q4 		$851K Sell
15,835
-410
-3% -$22.3K 0.04% 126
2025
Q3 		$880K Buy
16,245
+2,557
+19% +$132K 0.04% 121
2025
Q2 		$677K Buy
13,688
+4,194
+44% +$195K 0.03% 133
2025
Q1 		$430K Hold
9,494
– – 0.02% 164
2024
Q4 		$418K Sell
9,494
-2,343
-20% -$109K 0.02% 171
2024
Q3 		$566K Buy
11,837
+2,807
+31% +$125K 0.03% 142
2024
Q2 		$395K Hold
9,030
– – 0.02% 170
2024
Q1 		$377K Sell
9,030
-165
-2% -$6.73K 0.02% 168
2023
Q4 		$378K Hold
9,195
– – 0.03% 142
2023
Q3 		$361K Hold
9,195
– – 0.03% 135
2023
Q2 		$374K Sell
9,195
-250
-3% -$10.1K 0.03% 143
2023
Q1 		$382K Buy
9,445
+3,950
+72% +$161K 0.03% 134
2022
Q4 		$214K Hold
5,495
– – 0.02% 206
2022
Q3 		$201K Buy
5,495
+460
+9% +$18.7K 0.02% 201
2022
Q2 		$210K Hold
5,035
– – 0.02% 189
2022
Q1 		$232K Sell
5,035
-100
-2% -$4.81K 0.01% 207
2021
Q4 		$254K Buy
5,135
+100
+2% +$5.04K 0.01% 194
2021
Q3 		$252K Buy
5,035
+35
+0.7% +$1.81K 0.01% 184
2021
Q2 		$272K Hold
5,000
– – 0.02% 180
2021
Q1 		$260K Buy
+5,000
New +$266K 0.02% 172
2018
Q3 		– Sell
-5,294
Closed -$223K – 123
2018
Q2 		$223K Buy
+5,294
New +$239K 0.02% 109

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

Obermeyer Wealth Partners's VWO Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.7% in Q1 2026, selling an estimated $50.4K and leaving 14,935 shares worth $807K. The position accounts for 0.04% of the portfolio, ranked #130.

Obermeyer Wealth Partners first reported a position in VWO in Q2 2018 and has held it in 22 quarters since. The position peaked at $880K in Q3 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Obermeyer Wealth Partners held 14,935 shares of Vanguard FTSE Emerging Markets ETF worth $807K as of Q1 2026.
  • Obermeyer Wealth Partners sold 900 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $50.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #130 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2018 and has held it in 22 quarters since.
  • Obermeyer Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $880K in Q3 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.