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

Opes 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 Q1	$2.39M	Sell	44,171 -2,105	-5%	-$118K	0.39%	49
2025 Q4	$2.49M	Sell	46,276 -785	-2%	-$42.6K	0.41%	50
2025 Q3	$2.55M	Sell	47,061 -335	-0.7%	-$17.3K	0.44%	47
2025 Q2	$2.34M	Sell	47,396 -1,445	-3%	-$67K	0.42%	47
2025 Q1	$2.21M	Sell	48,841 -7,762	-14%	-$349K	0.45%	46
2024 Q4	$2.49M	Buy	56,603 +10	+0%	+$465	0.51%	41
2024 Q3	$2.71M	Sell	56,593 -230	-0.4%	-$10.2K	0.52%	40
2024 Q2	$2.49M	Sell	56,823 -1,655	-3%	-$71.3K	0.52%	40
2024 Q1	$2.44M	Sell	58,478 -4,594	-7%	-$187K	0.56%	42
2023 Q4	$2.59M	Sell	63,072 -4,720	-7%	-$187K	0.62%	34
2023 Q3	$2.66M	Sell	67,792 -4,059	-6%	-$166K	0.74%	34
2023 Q2	$2.92M	Buy	71,851 +5,922	+9%	+$239K	0.83%	31
2023 Q1	$2.66M	Sell	65,929 -15,690	-19%	-$639K	0.86%	32
2022 Q4	$3.18M	Buy	81,619 +5,750	+8%	+$219K	1.16%	29
2022 Q3	$2.77M	Sell	75,869 -3,980	-5%	-$162K	1.11%	28
2022 Q2	$3.33M	Sell	79,849 -2,965	-4%	-$128K	1.33%	24
2022 Q1	$3.82M	Sell	82,814 -15,324	-16%	-$737K	1.24%	24
2021 Q4	$4.85M	Buy	98,138 +3,820	+4%	+$193K	1.51%	23
2021 Q3	$4.72M	Sell	94,318 -3,205	-3%	-$166K	1.67%	21
2021 Q2	$5.3M	Sell	97,523 -2,365	-2%	-$126K	1.96%	16
2021 Q1	$5.2M	Sell	99,888 -4,380	-4%	-$233K	2.03%	17
2020 Q4	$5.22M	Sell	104,268 -4,685	-4%	-$220K	2.52%	15
2020 Q3	$4.71M	Sell	108,953 -9,270	-8%	-$403K	2.25%	15
2020 Q2	$4.68M	Buy	+118,223	New	+$4.38M	2.39%	15

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Opes Wealth Management's VWO Position: Q1 2026 in Review

Opes Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.5% in Q1 2026, selling an estimated $118K and leaving 44,171 shares worth $2.39M. The position accounts for 0.39% of the portfolio, ranked #49.

Opes Wealth Management first reported a position in VWO in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.3M in Q2 2021. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Opes Wealth Management held 44,171 shares of Vanguard FTSE Emerging Markets ETF worth $2.39M as of Q1 2026.
Opes Wealth Management sold 2,105 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $118K.
Vanguard FTSE Emerging Markets ETF made up 0.39% of Opes Wealth Management's portfolio in Q1 2026, its #49 holding.
Opes Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
Opes Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $5.3M in Q2 2021.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.