PWM
VWO icon

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

Penobscot 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 		$14.1M Buy
236,983
+4,905
+2% +$288K 3.78% 5
2026
Q1 		$12.5M Buy
232,078
+16,565
+8% +$928K 3.71% 5
2025
Q4 		$11.6M Buy
215,513
+6,847
+3% +$372K 3.58% 6
2025
Q3 		$11.3M Buy
208,666
+5,773
+3% +$297K 3.63% 6
2025
Q2 		$10M Buy
202,893
+12,351
+6% +$573K 3.59% 6
2025
Q1 		$8.62M Buy
190,542
+25,068
+15% +$1.13M 3.63% 5
2024
Q4 		$7.29M Buy
165,474
+13,841
+9% +$643K 3.36% 6
2024
Q3 		$7.26M Buy
151,633
+11,340
+8% +$505K 3.92% 5
2024
Q2 		$6.26M Buy
140,293
+5,820
+4% +$251K 3.73% 5
2024
Q1 		$5.62M Buy
134,473
+24,928
+23% +$1.02M 3.55% 5
2023
Q4 		$4.5M Sell
109,545
-67,381
-38% -$2.67M 3.04% 6
2023
Q3 		$6.94M Sell
176,926
-18,969
-10% -$774K 5.26% 4
2023
Q2 		$7.97M Buy
195,895
+8,011
+4% +$323K 5.84% 3
2023
Q1 		$7.59M Sell
187,884
-355
-0.2% -$14.5K 5.91% 4
2022
Q4 		$7.34M Buy
188,239
+37,036
+24% +$1.41M 6.38% 3
2022
Q3 		$5.52M Buy
151,203
+25,181
+20% +$1.02M 5.34% 3
2022
Q2 		$5.25M Sell
126,022
-41,124
-25% -$1.78M 5.12% 3
2022
Q1 		$7.71M Buy
167,146
+132,276
+379% +$6.36M 6.93% 3
2021
Q4 		$1.73M Buy
34,870
+3,951
+13% +$199K 1.47% 22
2021
Q3 		$1.55M Buy
30,919
+3,580
+13% +$185K 1.43% 25
2021
Q2 		$1.49M Buy
+27,339
New +$1.46M 1.43% 27

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Penobscot Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.1% in Q2 2026, buying an estimated $288K and bringing the position to 236,983 shares worth $14.1M. The position accounts for 3.78% of the portfolio, ranked #5.

Penobscot Wealth Management first reported a position in VWO in Q2 2021 and has held it in 21 quarters since. 527 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Penobscot Wealth Management held 236,983 shares of Vanguard FTSE Emerging Markets ETF worth $14.1M as of Q2 2026.
  • Penobscot Wealth Management bought 4,905 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $288K.
  • Vanguard FTSE Emerging Markets ETF made up 3.78% of Penobscot Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Penobscot Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and has held it in 21 quarters since.
  • 527 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.