Roth Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Roth Financial Partners’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	$1.86M	Sell	31,138 -24	-0.1%	-$1.41K	0.55%	16
2026 Q1	$1.68M	Sell	31,162 -5,215	-14%	-$292K	0.58%	15
2025 Q4	$1.96M	Sell	36,377 -26	-0.1%	-$1.41K	0.65%	14
2025 Q3	$1.97M	Buy	36,403 +355	+1%	+$18.3K	0.66%	14
2025 Q2	$1.78M	Sell	36,048 -2,132	-6%	-$98.9K	0.64%	14
2025 Q1	$1.73M	Buy	38,180 +1,416	+4%	+$63.7K	0.68%	14
2024 Q4	$1.62M	Sell	36,764 -1,297	-3%	-$60.3K	0.64%	14
2024 Q3	$1.82M	Sell	38,061 -5,589	-13%	-$249K	0.73%	14
2024 Q2	$1.91M	Sell	43,650 -20,971	-32%	-$903K	0.82%	13
2024 Q1	$2.7M	Sell	64,621 -25,620	-28%	-$1.05M	1.2%	12
2023 Q4	$3.71M	Sell	90,241 -50,167	-36%	-$1.99M	1.9%	10
2023 Q3	$5.51M	Sell	140,408 -405	-0.3%	-$16.5K	3.44%	8
2023 Q2	$5.73M	Buy	140,813 +2,548	+2%	+$103K	3.59%	8
2023 Q1	$5.59M	Buy	138,265 +5,448	+4%	+$222K	3.72%	8
2022 Q4	$5.18M	Buy	132,817 +8,264	+7%	+$315K	3.74%	8
2022 Q3	$4.54M	Buy	124,553 +16,129	+15%	+$655K	3.64%	8
2022 Q2	$4.52M	Sell	108,424 -10,390	-9%	-$449K	3.61%	8
2022 Q1	$5.49M	Sell	118,814 -2,776	-2%	-$134K	3.96%	8
2021 Q4	$6.01M	Buy	121,590 +13,840	+13%	+$698K	4.28%	7
2021 Q3	$5.39M	Buy	107,750 +5,714	+6%	+$295K	4.18%	7
2021 Q2	$5.54M	Buy	102,036 +2,189	+2%	+$117K	4.27%	6
2021 Q1	$5.2M	Buy	99,847 +4,377	+5%	+$233K	4.3%	6
2020 Q4	$4.78M	Buy	+95,470	New	+$4.49M	4.74%	5

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

Roth Financial Partners's VWO Position: Q2 2026 in Review

Roth Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.08% in Q2 2026, selling an estimated $1.41K and leaving 31,138 shares worth $1.86M. The position accounts for 0.55% of the portfolio, ranked #16.

Roth Financial Partners first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.01M in Q4 2021. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Roth Financial Partners held 31,138 shares of Vanguard FTSE Emerging Markets ETF worth $1.86M as of Q2 2026.
Roth Financial Partners sold 24 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.41K.
Vanguard FTSE Emerging Markets ETF made up 0.55% of Roth Financial Partners's portfolio in Q2 2026, its #16 holding.
Roth Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Roth Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $6.01M in Q4 2021.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.