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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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. 948 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.
948 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.