Richards, Merrill & Peterson’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Richards, Merrill & Peterson’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	$208K	Sell	3,484 -144	-4%	-$8.46K	0.07%	189
2026 Q1	$196K	Hold	3,628	–	–	0.07%	185
2025 Q4	$195K	Hold	3,628	–	–	0.07%	171
2025 Q3	$197K	Buy	+3,628	New	+$187K	0.08%	164
2025 Q2	–	Sell	-3,555	Closed	-$161K	–	470
2025 Q1	$161K	Hold	3,555	–	–	0.08%	157
2024 Q4	$157K	Buy	+3,555	New	+$165K	0.08%	151

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Richards, Merrill & Peterson's VWO Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4% in Q2 2026, selling an estimated $8.46K and leaving 3,484 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #189.

Richards, Merrill & Peterson first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. 1,050 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Richards, Merrill & Peterson held 3,484 shares of Vanguard FTSE Emerging Markets ETF worth $208K as of Q2 2026.
Richards, Merrill & Peterson sold 144 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $8.46K.
Vanguard FTSE Emerging Markets ETF made up 0.07% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #189 holding.
Richards, Merrill & Peterson first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
1,050 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.