Rooted Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Rooted Wealth 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	$3.17M	Buy	53,086 +1,811	+4%	+$106K	0.78%	33
2026 Q1	$3.02M	Buy	51,275 +2,382	+5%	+$133K	0.8%	31
2025 Q4	$2.76M	Buy	48,893 +5,855	+14%	+$318K	0.78%	30
2025 Q3	$2.36M	Buy	43,038 +2,136	+5%	+$110K	0.72%	28
2025 Q2	$2.03M	Buy	40,902 +4,027	+11%	+$187K	0.7%	28
2025 Q1	$1.55M	Buy	36,875 +531	+1%	+$23.9K	0.67%	31
2024 Q4	$1.59M	Buy	36,344 +3,908	+12%	+$182K	0.62%	31
2024 Q3	$1.6M	Sell	32,436 -18,876	-37%	-$840K	0.72%	28
2024 Q2	$2.28M	Buy	51,312 +4,246	+9%	+$183K	1%	25
2024 Q1	$1.98M	Buy	47,066 +1,646	+4%	+$67.2K	0.98%	27
2023 Q4	$1.85M	Buy	45,420 +2,632	+6%	+$104K	0.97%	27
2023 Q3	$1.73M	Sell	42,788 -21,062	-33%	-$860K	1.06%	27
2023 Q2	$2.61M	Buy	+63,850	New	+$2.57M	1.76%	19

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

Rooted Wealth Advisors's VWO Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.5% in Q2 2026, buying an estimated $106K and bringing the position to 53,086 shares worth $3.17M. The position accounts for 0.78% of the portfolio, ranked #33.

Rooted Wealth Advisors first reported a position in VWO in Q2 2023 and has held it in 13 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Rooted Wealth Advisors held 53,086 shares of Vanguard FTSE Emerging Markets ETF worth $3.17M as of Q2 2026.
Rooted Wealth Advisors bought 1,811 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $106K.
Vanguard FTSE Emerging Markets ETF made up 0.78% of Rooted Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Rooted Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2023 and has held it in 13 quarters since.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.