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Rochester Wealth Strategies’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Rochester Wealth Strategies’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 		$16.9M Sell
282,436
-14,595
-5% -$858K 9.33% 4
2026
Q1 		$16.1M Buy
297,031
+3,881
+1% +$217K 9.73% 4
2025
Q4 		$15.8M Buy
293,150
+5,106
+2% +$277K 9.9% 4
2025
Q3 		$15.6M Sell
288,044
-2,338
-0.8% -$120K 10.21% 3
2025
Q2 		$14.4M Buy
290,382
+30,194
+12% +$1.4M 10.3% 4
2025
Q1 		$11.8M Buy
+260,188
New +$11.7M 9.35% 3

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
S
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rochester Wealth Strategies's VWO Position: Q2 2026 in Review

Rochester Wealth Strategies reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.9% in Q2 2026, selling an estimated $858K and leaving 282,436 shares worth $16.9M. The position accounts for 9.33% of the portfolio, ranked #4.

Rochester Wealth Strategies first reported a position in VWO in Q1 2025 and has held it in 6 quarters since. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Rochester Wealth Strategies held 282,436 shares of Vanguard FTSE Emerging Markets ETF worth $16.9M as of Q2 2026.
  • Rochester Wealth Strategies sold 14,595 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $858K.
  • Vanguard FTSE Emerging Markets ETF made up 9.33% of Rochester Wealth Strategies's portfolio in Q2 2026, its #4 holding.
  • Rochester Wealth Strategies first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
  • 938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.