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

Orca 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 Q3	$295K	Sell	4,975 -198	-4%	-$11.8K	0.18%	62
2026 Q2	$309K	Buy	+5,173	New	+$304K	0.19%	62
2026 Q1	–	Sell	-5,173	Closed	-$294K	–	71
2025 Q4	$294K	Hold	5,173	–	–	0.21%	58
2025 Q3	$280K	Hold	5,173	–	–	0.21%	60
2025 Q2	$256K	Buy	5,173 +15	+0.3%	+$696	0.22%	60
2025 Q1	$233K	Buy	5,158 +1	+0%	+$45	0.21%	58
2024 Q4	$227K	Buy	+5,157	New	+$240K	0.2%	59

Other funds holding VWO

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Orca Wealth Management's VWO Position: Q3 2026 in Review

Orca Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.8% in Q3 2026, selling an estimated $11.8K and leaving 4,975 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #62.

Orca Wealth Management first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q2 2026. 1,820 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Orca Wealth Management held 4,975 shares of Vanguard FTSE Emerging Markets ETF worth $295K as of Q3 2026.
Orca Wealth Management sold 198 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $11.8K.
Vanguard FTSE Emerging Markets ETF made up 0.18% of Orca Wealth Management's portfolio in Q3 2026, its #62 holding.
Orca Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $309K in Q2 2026.
1,820 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.