RIM
VWO icon

Rockbridge Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Rockbridge Investment Management’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 		$7.59M Sell
127,189
-2,130
-2% -$125K 0.62% 21
2026
Q1 		$6.99M Buy
129,319
+1,099
+0.9% +$61.6K 0.63% 21
2025
Q4 		$6.89M Sell
128,220
-2,230
-2% -$121K 0.64% 22
2025
Q3 		$7.07M Sell
130,450
-3,683
-3% -$190K 0.7% 20
2025
Q2 		$6.63M Sell
134,133
-1,780
-1% -$82.6K 0.71% 20
2025
Q1 		$6.15M Sell
135,913
-342
-0.3% -$15.4K 0.73% 20
2024
Q4 		$6M Sell
136,255
-3,973
-3% -$185K 0.77% 21
2024
Q3 		$6.71M Sell
140,228
-6,136
-4% -$273K 0.87% 20
2024
Q2 		$6.4M Sell
146,364
-644
-0.4% -$27.7K 0.91% 18
2024
Q1 		$6.14M Sell
147,008
-901
-0.6% -$36.8K 0.9% 19
2023
Q4 		$6.08M Sell
147,909
-208
-0.1% -$8.25K 0.93% 20
2023
Q3 		$5.81M Sell
148,117
-1,190
-0.8% -$48.6K 1.03% 19
2023
Q2 		$6.07M Sell
149,307
-1,784
-1% -$71.9K 1.07% 19
2023
Q1 		$6.1M Sell
151,091
-441
-0.3% -$18K 1.12% 19
2022
Q4 		$5.91M Buy
151,532
+565
+0.4% +$21.5K 1.2% 19
2022
Q3 		$5.51M Sell
150,967
-3,645
-2% -$148K 1.3% 17
2022
Q2 		$6.44M Sell
154,612
-66,309
-30% -$2.86M 1.4% 15
2022
Q1 		$10.4M Sell
220,921
-650
-0.3% -$31.3K 1.6% 17
2021
Q4 		$11M Buy
221,571
+18,171
+9% +$916K 1.61% 16
2021
Q3 		$10.2M Sell
203,400
-2,053
-1% -$106K 1.68% 17
2021
Q2 		$11.2M Sell
205,453
-1,332
-0.6% -$70.9K 1.89% 14
2021
Q1 		$10.8M Sell
206,785
-1,558
-0.7% -$82.9K 2.04% 11
2020
Q4 		$10.4M Sell
208,343
-2,205
-1% -$104K 2.14% 11
2020
Q3 		$9.1M Sell
210,548
-1,542
-0.7% -$67K 2.16% 12
2020
Q2 		$8.4M Buy
+212,090
New +$7.85M 2.18% 12

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Rockbridge Investment Management's VWO Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.6% in Q2 2026, selling an estimated $125K and leaving 127,189 shares worth $7.59M. The position accounts for 0.62% of the portfolio, ranked #21.

Rockbridge Investment Management first reported a position in VWO in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.2M in Q2 2021. 2,614 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Rockbridge Investment Management held 127,189 shares of Vanguard FTSE Emerging Markets ETF worth $7.59M as of Q2 2026.
  • Rockbridge Investment Management sold 2,130 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $125K.
  • Vanguard FTSE Emerging Markets ETF made up 0.62% of Rockbridge Investment Management's portfolio in Q2 2026, its #21 holding.
  • Rockbridge Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $11.2M in Q2 2021.
  • 2,614 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.