PWPS
VWO icon

Pinnacle Wealth Planning Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Pinnacle Wealth Planning Services’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 		$237K Sell
4,383
-43
-1% -$2.41K 0.02% 419
2025
Q4 		$238K Sell
4,426
-293
-6% -$15.9K 0.02% 407
2025
Q3 		$256K Buy
4,719
+302
+7% +$15.6K 0.03% 372
2025
Q2 		$218K Buy
+4,417
New +$205K 0.03% 395
2024
Q4 		– Sell
-4,368
Closed -$209K – 562
2024
Q3 		$209K Buy
+4,368
New +$194K 0.03% 450
2022
Q4 		– Sell
-24,448
Closed -$893K – 494
2022
Q3 		$893K Sell
24,448
-99
-0.4% -$4.02K 0.17% 86
2022
Q2 		$1.02M Sell
24,547
-15,330
-38% -$662K 0.18% 84
2022
Q1 		$1.84M Buy
39,877
+34,937
+707% +$1.68M 0.34% 53
2021
Q4 		$244K Buy
4,940
+65
+1% +$3.28K 0.05% 306
2021
Q3 		$244K Sell
4,875
-54
-1% -$2.79K 0.05% 285
2021
Q2 		$268K Hold
4,929
– – 0.06% 254
2021
Q1 		$256K Sell
4,929
-246
-5% -$13.1K 0.07% 248
2020
Q4 		$260K Sell
5,175
-42
-0.8% -$1.97K 0.06% 226
2020
Q3 		$226K Sell
5,217
-168
-3% -$7.3K 0.07% 214
2020
Q2 		$214K Sell
5,385
-1,115
-17% -$41.3K 0.07% 213
2020
Q1 		$217K Sell
6,500
-340
-5% -$13.9K 0.1% 176
2019
Q4 		$304K Sell
6,840
-732
-10% -$31K 0.14% 149
2019
Q3 		$304K Sell
7,572
-1,361
-15% -$56.2K 0.17% 124
2019
Q2 		$380K Sell
8,933
-1,198
-12% -$50.4K 0.23% 85
2019
Q1 		$430K Buy
10,131
+2,107
+26% +$86.8K 0.29% 67
2018
Q4 		$306K Sell
8,024
-5,502
-41% -$213K 0.2% 91
2018
Q3 		$555K Sell
13,526
-252
-2% -$10.6K 0.51% 59
2018
Q2 		$581K Sell
13,778
-202
-1% -$9.12K 0.56% 53
2018
Q1 		$657K Sell
13,980
-12,982
-48% -$622K 0.68% 44
2017
Q4 		$1.24M Buy
+26,962
New +$1.21M 2.52% 8

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's VWO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.97% in Q1 2026, selling an estimated $2.41K and leaving 4,383 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #419.

Pinnacle Wealth Planning Services first reported a position in VWO in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.84M in Q1 2022. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,383 shares of Vanguard FTSE Emerging Markets ETF worth $237K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 43 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $2.41K.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #419 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard FTSE Emerging Markets ETF position peaked at $1.84M in Q1 2022.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.