Private Client Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Private Client 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 Q3	$12.2M	Sell	205,012 -599	-0.3%	-$35.8K	3.27%	4
2026 Q2	$12.3M	Buy	205,611 +10,273	+5%	+$604K	3.22%	3
2026 Q1	$10.6M	Buy	195,338 +5,728	+3%	+$321K	3.16%	3
2025 Q4	$10.2M	Buy	189,610 +28,532	+18%	+$1.55M	3.19%	4
2025 Q3	$8.73M	Buy	161,078 +51,476	+47%	+$2.65M	2.92%	4
2025 Q2	$5.42M	Buy	109,602 +27,077	+33%	+$1.26M	2.11%	8
2025 Q1	$3.74M	Buy	82,525 +39,369	+91%	+$1.77M	1.85%	11
2024 Q4	$1.9M	Sell	43,156 -17,001	-28%	-$790K	1.02%	28
2024 Q3	$2.88M	Buy	60,157 +6,092	+11%	+$271K	1.55%	16
2024 Q2	$2.37M	Buy	54,065 +494	+0.9%	+$21.3K	1.49%	19
2024 Q1	$2.24M	Buy	53,571 +4,445	+9%	+$181K	1.5%	20
2023 Q4	$2.02M	Buy	+49,126	New	+$1.95M	1.66%	12

Other funds holding VWO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Private Client Services's VWO Position: Q3 2026 in Review

Private Client Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.29% in Q3 2026, selling an estimated $35.8K and leaving 205,012 shares worth $12.2M. The position accounts for 3.27% of the portfolio, ranked #4.

Private Client Services first reported a position in VWO in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q2 2026. 212 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Private Client Services held 205,012 shares of Vanguard FTSE Emerging Markets ETF worth $12.2M as of Q3 2026.
Private Client Services sold 599 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $35.8K.
Vanguard FTSE Emerging Markets ETF made up 3.27% of Private Client Services's portfolio in Q3 2026, its #4 holding.
Private Client Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
Private Client Services's Vanguard FTSE Emerging Markets ETF position peaked at $12.3M in Q2 2026.
212 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.