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 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

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

Private Client Services's VWO Position: Q2 2026 in Review

Private Client Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.3% in Q2 2026, buying an estimated $604K and bringing the position to 205,611 shares worth $12.3M. The position accounts for 3.22% of the portfolio, ranked #3.

Private Client Services first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Private Client Services held 205,611 shares of Vanguard FTSE Emerging Markets ETF worth $12.3M as of Q2 2026.
Private Client Services bought 10,273 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $604K.
Vanguard FTSE Emerging Markets ETF made up 3.22% of Private Client Services's portfolio in Q2 2026, its #3 holding.
Private Client Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.