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VWO icon

Optima Capital’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Optima Capital’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 		$442K Sell
7,397
-467
-6% -$27.4K 0.17% 102
2026
Q1 		$425K Sell
7,864
-10
-0.1% -$560 0.2% 102
2025
Q4 		$423K Sell
7,874
-784
-9% -$42.6K 0.18% 99
2025
Q3 		$469K Sell
8,658
-1,872
-18% -$96.5K 0.23% 92
2025
Q2 		$521K Buy
10,530
+1,104
+12% +$51.2K 0.28% 93
2025
Q1 		$427K Sell
9,426
-2,655
-22% -$120K 0.27% 88
2024
Q4 		$532K Buy
+12,081
New +$561K 0.37% 80

Other funds holding VWO

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Optima Capital's VWO Position: Q2 2026 in Review

Optima Capital reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.9% in Q2 2026, selling an estimated $27.4K and leaving 7,397 shares worth $442K. The position accounts for 0.17% of the portfolio, ranked #102.

Optima Capital first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $532K in Q4 2024. 941 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Optima Capital held 7,397 shares of Vanguard FTSE Emerging Markets ETF worth $442K as of Q2 2026.
  • Optima Capital sold 467 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $27.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.17% of Optima Capital's portfolio in Q2 2026, its #102 holding.
  • Optima Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Vanguard FTSE Emerging Markets ETF position peaked at $532K in Q4 2024.
  • 941 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.