Perspective Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Perspective Wealth Advisors’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	$735K	Sell	12,316 -620	-5%	-$36.4K	0.4%	42
2026 Q1	$699K	Sell	12,936 -2,302	-15%	-$129K	0.45%	38
2025 Q4	$819K	Buy	+15,238	New	+$828K	0.58%	36

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

Perspective Wealth Advisors's VWO Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.8% in Q2 2026, selling an estimated $36.4K and leaving 12,316 shares worth $735K. The position accounts for 0.4% of the portfolio, ranked #42.

Perspective Wealth Advisors first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $819K in Q4 2025. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Perspective Wealth Advisors held 12,316 shares of Vanguard FTSE Emerging Markets ETF worth $735K as of Q2 2026.
Perspective Wealth Advisors sold 620 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $36.4K.
Vanguard FTSE Emerging Markets ETF made up 0.4% of Perspective Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Perspective Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
Perspective Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $819K in Q4 2025.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.