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Sage Investment Counsel’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sage Investment Counsel’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 		$502K Buy
8,415
+26
+0.3% +$1.53K 0.5% 53
2026
Q1 		$453K Buy
8,389
+69
+0.8% +$3.87K 0.5% 57
2025
Q4 		$447K Sell
8,320
-3
-0% -$163 0.49% 58
2025
Q3 		$451K Sell
8,323
-363
-4% -$18.7K 0.5% 58
2025
Q2 		$430K Buy
8,686
+29
+0.3% +$1.34K 0.5% 54
2025
Q1 		$392K Buy
8,657
+932
+12% +$42K 0.5% 61
2024
Q4 		$340K Buy
+7,725
New +$359K 0.44% 68

Other funds holding VWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Sage Investment Counsel's VWO Position: Q2 2026 in Review

Sage Investment Counsel increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.31% in Q2 2026, buying an estimated $1.53K and bringing the position to 8,415 shares worth $502K. The position accounts for 0.5% of the portfolio, ranked #53.

Sage Investment Counsel first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. 1,506 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Sage Investment Counsel held 8,415 shares of Vanguard FTSE Emerging Markets ETF worth $502K as of Q2 2026.
  • Sage Investment Counsel bought 26 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.53K.
  • Vanguard FTSE Emerging Markets ETF made up 0.5% of Sage Investment Counsel's portfolio in Q2 2026, its #53 holding.
  • Sage Investment Counsel first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.