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

Orgel 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 Q2	$405K	Buy	6,792 +1,520	+29%	+$89.3K	0.01%	92
2026 Q1	$285K	Sell	5,272 -192	-4%	-$10.8K	0.01%	87
2025 Q4	$294K	Buy	5,464 +33	+0.6%	+$1.79K	0.01%	81
2025 Q3	$294K	Buy	5,431 +267	+5%	+$13.8K	0.01%	74
2025 Q2	$255K	Sell	5,164 -1,496	-22%	-$69.4K	0.01%	79
2025 Q1	$301K	Sell	6,660 -14,925	-69%	-$672K	0.01%	69
2024 Q4	$951K	Buy	21,585 +891	+4%	+$41.4K	0.02%	46
2024 Q3	$990K	Hold	20,694	–	–	0.02%	48
2024 Q2	$906K	Buy	20,694 +4,607	+29%	+$198K	0.02%	46
2024 Q1	$672K	Sell	16,087 -574	-3%	-$23.4K	0.02%	47
2023 Q4	$685K	Sell	16,661 -36,802	-69%	-$1.46M	0.02%	47
2023 Q3	$2.1M	Hold	53,463	–	–	0.07%	33
2023 Q2	$2.17M	Sell	53,463 -38	-0.1%	-$1.53K	0.07%	33
2023 Q1	$2.16M	Sell	53,501 -629	-1%	-$25.6K	0.08%	33
2022 Q4	$2.11M	Hold	54,130	–	–	0.08%	32
2022 Q3	$1.98M	Hold	54,130	–	–	0.1%	30
2022 Q2	$2.25M	Sell	54,130 -7	-0%	-$302	0.13%	24
2022 Q1	$2.5M	Sell	54,137 -69	-0.1%	-$3.32K	0.17%	23
2021 Q4	$2.68M	Sell	54,206 -167	-0.3%	-$8.42K	0.26%	22
2021 Q3	$2.72M	Buy	54,373 +655	+1%	+$33.8K	0.31%	20
2021 Q2	$2.92M	Hold	53,718	–	–	0.37%	20
2021 Q1	$2.8M	Buy	53,718 +69	+0.1%	+$3.67K	0.4%	19
2020 Q4	$2.69M	Sell	53,649 -176	-0.3%	-$8.27K	0.55%	18
2020 Q3	$2.33M	Hold	53,825	–	–	0.65%	17
2020 Q2	$2.13M	Hold	53,825	–	–	0.8%	18
2020 Q1	$1.81M	Sell	53,825 -14,149	-21%	-$577K	0.72%	15
2019 Q4	$3.02M	Buy	67,974 +45	+0.1%	+$1.91K	0.83%	18
2019 Q3	$2.73M	Sell	67,929 -600	-0.9%	-$24.8K	1.03%	15
2019 Q2	$2.92M	Sell	68,529 -7	-0%	-$295	1.14%	13
2019 Q1	$2.91M	Buy	68,536 +3,303	+5%	+$136K	0.98%	8
2018 Q4	$2.48M	Buy	+65,233	New	+$2.53M	0.75%	11

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Orgel Wealth Management's VWO Position: Q2 2026 in Review

Orgel Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 29% in Q2 2026, buying an estimated $89.3K and bringing the position to 6,792 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #92.

Orgel Wealth Management first reported a position in VWO in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.02M in Q4 2019. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Orgel Wealth Management held 6,792 shares of Vanguard FTSE Emerging Markets ETF worth $405K as of Q2 2026.
Orgel Wealth Management bought 1,520 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $89.3K.
Vanguard FTSE Emerging Markets ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #92 holding.
Orgel Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
Orgel Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.02M in Q4 2019.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.