Roehl & Yi Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Roehl & Yi Investment Advisors’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	$127K	Sell	34,827 -689	-2%	-$40.5K	0.04%	185
2026 Q1	$156K	Buy	35,516 +13,692	+63%	+$767K	0.06%	171
2025 Q4	$114K	Hold	21,824	–	–	0.05%	164
2025 Q3	$115K	Hold	21,824	–	–	0.05%	160
2025 Q2	$106K	Sell	21,824 -390	-2%	-$18.1K	0.05%	153
2025 Q1	$117K	Buy	22,214 +390	+2%	+$17.6K	0.06%	148
2024 Q4	$97K	Buy	+21,824	New	+$1.01M	0.05%	149

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

Roehl & Yi Investment Advisors's VWO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.9% in Q2 2026, selling an estimated $40.5K and leaving 34,827 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #185.

Roehl & Yi Investment Advisors first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q1 2026. 2,602 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Roehl & Yi Investment Advisors held 34,827 shares of Vanguard FTSE Emerging Markets ETF worth $127K as of Q2 2026.
Roehl & Yi Investment Advisors sold 689 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $40.5K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #185 holding.
Roehl & Yi Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $156K in Q1 2026.
2,602 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.