Osborne Partners Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Osborne Partners Capital 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	$64.5M	Buy	1,192,716 +5,426	+0.5%	+$304K	3.41%	3
2025 Q4	$63.8M	Sell	1,187,290 -32,500	-3%	-$1.77M	3.29%	4
2025 Q3	$66.1M	Buy	1,219,790 +6,458	+0.5%	+$333K	3.36%	4
2025 Q2	$60M	Buy	1,213,332 +31,835	+3%	+$1.48M	3.19%	4
2025 Q1	$53.5M	Buy	1,181,497 +16,439	+1%	+$740K	3.08%	3
2024 Q4	$51.3M	Buy	1,165,058 +18,476	+2%	+$859K	2.97%	4
2024 Q3	$54.9M	Buy	1,146,582 +14,163	+1%	+$631K	3.11%	4
2024 Q2	$49.6M	Buy	1,132,419 +16,190	+1%	+$697K	2.97%	4
2024 Q1	$46.6M	Buy	1,116,229 +89,932	+9%	+$3.67M	2.87%	4
2023 Q4	$42.2M	Buy	1,026,297 +8,795	+0.9%	+$349K	2.76%	4
2023 Q3	$39.9M	Buy	1,017,502 +17,864	+2%	+$729K	2.95%	3
2023 Q2	$40.7M	Buy	999,638 +40,935	+4%	+$1.65M	2.93%	4
2023 Q1	$38.7M	Buy	958,703 +540	+0.1%	+$22K	2.84%	3
2022 Q4	$37.3M	Sell	958,163 -77,427	-7%	-$2.95M	2.93%	3
2022 Q3	$37.8M	Buy	1,035,590 +36,568	+4%	+$1.48M	3.16%	3
2022 Q2	$41.6M	Sell	999,022 -37,562	-4%	-$1.62M	3.18%	4
2022 Q1	$47.8M	Buy	1,036,584 +62,239	+6%	+$2.99M	3.53%	2
2021 Q4	$48.2M	Buy	974,345 +56,459	+6%	+$2.85M	3.52%	3
2021 Q3	$45.9M	Buy	917,886 +72,990	+9%	+$3.77M	3.69%	2
2021 Q2	$45.9M	Buy	844,896 +32,250	+4%	+$1.72M	3.78%	2
2021 Q1	$42.3M	Buy	+812,646	New	+$43.3M	3.85%	2

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

Osborne Partners Capital Management's VWO Position: Q1 2026 in Review

Osborne Partners Capital Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.46% in Q1 2026, buying an estimated $304K and bringing the position to 1,192,716 shares worth $64.5M. The position accounts for 3.41% of the portfolio, ranked #3.

Osborne Partners Capital Management first reported a position in VWO in Q1 2021 and has held it in 21 quarters since. The position peaked at $66.1M in Q3 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Osborne Partners Capital Management held 1,192,716 shares of Vanguard FTSE Emerging Markets ETF worth $64.5M as of Q1 2026.
Osborne Partners Capital Management bought 5,426 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $304K.
Vanguard FTSE Emerging Markets ETF made up 3.41% of Osborne Partners Capital Management's portfolio in Q1 2026, its #3 holding.
Osborne Partners Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
Osborne Partners Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $66.1M in Q3 2025.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.