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

Primoris 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	$336K	Buy	5,627 +125	+2%	+$7.35K	0.15%	98
2026 Q1	$297K	Hold	5,502	–	–	0.21%	76
2025 Q4	$296K	Hold	5,502	–	–	0.18%	90
2025 Q3	$298K	Hold	5,502	–	–	0.19%	82
2025 Q2	$272K	Sell	5,502 -180	-3%	-$8.35K	0.19%	82
2025 Q1	$257K	Buy	5,682 +180	+3%	+$8.1K	0.2%	82
2024 Q4	$242K	Hold	5,502	–	–	0.18%	81
2024 Q3	$263K	Hold	5,502	–	–	0.19%	89
2024 Q2	$241K	Hold	5,502	–	–	0.19%	87
2024 Q1	$230K	Hold	5,502	–	–	0.18%	84
2023 Q4	$226K	Buy	+5,502	New	+$218K	0.21%	79

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

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

Primoris Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.3% in Q2 2026, buying an estimated $7.35K and bringing the position to 5,627 shares worth $336K. The position accounts for 0.15% of the portfolio, ranked #98.

Primoris Wealth Advisors first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Primoris Wealth Advisors held 5,627 shares of Vanguard FTSE Emerging Markets ETF worth $336K as of Q2 2026.
Primoris Wealth Advisors bought 125 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $7.35K.
Vanguard FTSE Emerging Markets ETF made up 0.15% of Primoris Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Primoris Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.