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Okabena Investment Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Okabena Investment Services’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 		$18.3M Buy
306,049
+27,004
+10% +$1.59M 3.26% 7
2026
Q1 		$15.1M Buy
279,045
+12,248
+5% +$686K 2.91% 10
2025
Q4 		$14.3M Buy
266,797
+846
+0.3% +$46K 2.74% 13
2025
Q3 		$14.4M Sell
265,951
-45,096
-14% -$2.32M 2.8% 10
2025
Q2 		$15.4M Buy
311,047
+38,783
+14% +$1.8M 3.42% 9
2025
Q1 		$12.3M Buy
272,264
+93,732
+53% +$4.22M 3.1% 7
2024
Q4 		$7.86M Buy
178,532
+8,037
+5% +$374K 2.19% 14
2024
Q3 		$8.16M Buy
170,495
+14,075
+9% +$627K 2.3% 14
2024
Q2 		$6.84M Buy
156,420
+5,259
+3% +$227K 2.17% 12
2024
Q1 		$6.31M Buy
151,161
+46,361
+44% +$1.89M 2.1% 12
2023
Q4 		$4.31M Buy
104,800
+6,527
+7% +$259K 1.68% 15
2023
Q3 		$3.85M Buy
+98,273
New +$4.01M 3% 7
2023
Q2 		– Sell
-3,772
Closed -$152K – 248
2023
Q1 		$152K Buy
3,772
+1,557
+70% +$63.4K 0.11% 69
2022
Q4 		$86.3K Sell
2,215
-41,643
-95% -$1.59M 0.06% 91
2022
Q3 		$1.6M Sell
43,858
-304,187
-87% -$12.4M 0.77% 41
2022
Q2 		$14.5M Sell
348,045
-307
-0.1% -$13.3K 7.46% 2
2022
Q1 		$16.1M Buy
348,352
+9,697
+3% +$466K 6.79% 2
2021
Q4 		$16.8M Buy
338,655
+21,736
+7% +$1.1M 6.37% 2
2021
Q3 		$15.8M Sell
316,919
-24,674
-7% -$1.27M 8.34% 2
2021
Q2 		$18.6M Hold
341,593
– – 8.73% 2
2021
Q1 		$17.8M Buy
341,593
+27,683
+9% +$1.47M 9.57% 2
2020
Q4 		$15.7M Buy
313,910
+91,277
+41% +$4.29M 9.17% 2
2020
Q3 		$9.63M Hold
222,633
– – 7.37% 2
2020
Q2 		$8.82M Buy
222,633
+16,973
+8% +$628K 7.74% 2
2020
Q1 		$6.9M Sell
205,660
-235
-0.1% -$9.58K 7.86% 2
2019
Q4 		$9.16M Buy
+205,895
New +$8.72M 8.51% 1

Other funds holding VWO

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Okabena Investment Services's VWO Position: Q2 2026 in Review

Okabena Investment Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.7% in Q2 2026, buying an estimated $1.59M and bringing the position to 306,049 shares worth $18.3M. The position accounts for 3.26% of the portfolio, ranked #7.

Okabena Investment Services first reported a position in VWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.6M in Q2 2021. 2,148 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Okabena Investment Services held 306,049 shares of Vanguard FTSE Emerging Markets ETF worth $18.3M as of Q2 2026.
  • Okabena Investment Services bought 27,004 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.59M.
  • Vanguard FTSE Emerging Markets ETF made up 3.26% of Okabena Investment Services's portfolio in Q2 2026, its #7 holding.
  • Okabena Investment Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • Okabena Investment Services's Vanguard FTSE Emerging Markets ETF position peaked at $18.6M in Q2 2021.
  • 2,148 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.