Peak Financial Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Peak Financial 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	$1.05M	Sell	17,542 -612	-3%	-$36K	0.24%	42
2026 Q1	$981K	Buy	18,154 +22	+0.1%	+$1.23K	0.25%	41
2025 Q4	$975K	Sell	18,132 -1,128	-6%	-$61.3K	0.25%	42
2025 Q3	$1.04M	Sell	19,260 -1,659	-8%	-$85.5K	0.28%	40
2025 Q2	$1.03M	Buy	20,919 +184	+0.9%	+$8.53K	0.29%	41
2025 Q1	$938K	Sell	20,735 -1,837	-8%	-$82.7K	0.28%	41
2024 Q4	$994K	Sell	22,572 -437	-2%	-$20.3K	0.3%	43
2024 Q3	$1.1M	Sell	23,009 -656	-3%	-$29.2K	0.32%	40
2024 Q2	$1.04M	Sell	23,665 -384	-2%	-$16.5K	0.32%	39
2024 Q1	$1M	Sell	24,049 -1,709	-7%	-$69.7K	0.32%	39
2023 Q4	$1.06M	Sell	25,758 -6,501	-20%	-$258K	0.36%	39
2023 Q3	$1.26M	Sell	32,259 -83,534	-72%	-$3.41M	0.46%	36
2023 Q2	$4.71M	Sell	115,793 -30,427	-21%	-$1.23M	1.68%	24
2023 Q1	$5.91M	Sell	146,220 -432	-0.3%	-$17.6K	2.2%	21
2022 Q4	$5.72M	Sell	146,652 -3,307	-2%	-$126K	2.25%	21
2022 Q3	$5.47M	Buy	149,959 +3,438	+2%	+$140K	2.28%	20
2022 Q2	$6.1M	Buy	146,521 +3,208	+2%	+$138K	2.35%	19
2022 Q1	$6.61M	Buy	143,313 +11,044	+8%	+$531K	2.22%	21
2021 Q4	$6.54M	Buy	132,269 +1,268	+1%	+$63.9K	2.12%	20
2021 Q3	$6.55M	Buy	131,001 +3,590	+3%	+$186K	2.22%	20
2021 Q2	$6.92M	Buy	127,411 +2,519	+2%	+$134K	2.35%	17
2021 Q1	$6.5M	Sell	124,892 -2,727	-2%	-$145K	2.36%	18
2020 Q4	$6.39M	Buy	127,619 +2,390	+2%	+$112K	2.41%	18
2020 Q3	$5.42M	Buy	125,229 +4,749	+4%	+$206K	2.34%	19
2020 Q2	$4.77M	Sell	120,480 -10,910	-8%	-$404K	2.24%	19
2020 Q1	$4.41M	Buy	131,390 +7,467	+6%	+$304K	2.25%	19
2019 Q4	$5.51M	Sell	123,923 -1,960	-2%	-$83K	2.35%	17
2019 Q3	$5.07M	Buy	125,883 +903	+0.7%	+$37.3K	2.25%	20
2019 Q2	$5.32M	Sell	124,980 -1,293	-1%	-$54.4K	2.39%	19
2019 Q1	$5.37M	Sell	126,273 -2,562	-2%	-$105K	2.47%	18
2018 Q4	$4.91M	Buy	128,835 +2,855	+2%	+$111K	2.42%	20
2018 Q3	$5.17M	Buy	125,980 +2,982	+2%	+$125K	2.32%	20
2018 Q2	$5.19M	Sell	122,998 -481	-0.4%	-$21.7K	2.4%	20
2018 Q1	$5.8M	Sell	123,479 -36,594	-23%	-$1.75M	2.76%	18
2017 Q4	$7.35M	Sell	160,073 -3,878	-2%	-$173K	2.78%	16
2017 Q3	$7.14M	Sell	163,951 -4,494	-3%	-$194K	2.75%	18
2017 Q2	$6.88M	Sell	168,445 -514	-0.3%	-$20.8K	2.69%	18
2017 Q1	$6.71M	Buy	168,959 +3,187	+2%	+$123K	2.71%	17
2016 Q4	$5.93M	Sell	165,772 -1,829	-1%	-$67K	2.58%	19
2016 Q3	$6.31M	Sell	167,601 -2,429	-1%	-$90.4K	2.73%	17
2016 Q2	$5.99M	Buy	+170,030	New	+$5.81M	2.67%	15
2015 Q4	$6.84M	Buy	+209,071	New	+$7.2M	3.13%	12

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Peak Financial Management's VWO Position: Q2 2026 in Review

Peak Financial Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.4% in Q2 2026, selling an estimated $36K and leaving 17,542 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #42.

Peak Financial Management first reported a position in VWO in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.35M in Q4 2017. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Peak Financial Management held 17,542 shares of Vanguard FTSE Emerging Markets ETF worth $1.05M as of Q2 2026.
Peak Financial Management sold 612 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $36K.
Vanguard FTSE Emerging Markets ETF made up 0.24% of Peak Financial Management's portfolio in Q2 2026, its #42 holding.
Peak Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 42 quarters since.
Peak Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $7.35M in Q4 2017.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.