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

Sax 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	$7.48M	Buy	138,328 +113,447	+456%	+$6.67M	0.3%	64
2026 Q1	$1.34M	Sell	24,881 -1,015	-4%	-$56.9K	0.06%	157
2025 Q4	$1.39M	Sell	25,896 -277	-1%	-$15K	0.07%	156
2025 Q3	$1.42M	Sell	26,173 -943	-3%	-$48.6K	0.08%	141
2025 Q2	$1.34M	Sell	27,116 -11,144	-29%	-$517K	0.08%	137
2025 Q1	$1.73M	Buy	38,260 +4,374	+13%	+$197K	0.12%	93
2024 Q4	$1.49M	Buy	33,886 +9,571	+39%	+$445K	0.12%	88
2024 Q3	$1.16M	Buy	24,315 +3,819	+19%	+$170K	0.1%	81
2024 Q2	$897K	Buy	20,496 +4,035	+25%	+$174K	0.09%	97
2024 Q1	$688K	Sell	16,461 -5,959	-27%	-$243K	0.08%	98
2023 Q4	$921K	Sell	22,420 -2,416	-10%	-$95.8K	0.15%	78
2023 Q3	$974K	Sell	24,836 -5,952	-19%	-$243K	0.19%	71
2023 Q2	$1.25M	Sell	30,788 -106	-0.3%	-$4.27K	0.25%	58
2023 Q1	$1.25M	Sell	30,894 -1,052	-3%	-$42.9K	0.27%	56
2022 Q4	$1.25M	Sell	31,946 -4,388	-12%	-$167K	0.29%	53
2022 Q3	$1.33M	Sell	36,334 -9,537	-21%	-$387K	0.34%	51
2022 Q2	$1.91M	Sell	45,871 -12,414	-21%	-$536K	0.49%	38
2022 Q1	$2.69M	Sell	58,285 -40,648	-41%	-$1.96M	0.65%	33
2021 Q4	$4.89M	Buy	98,933 +1,687	+2%	+$85.1K	1.02%	23
2021 Q3	$4.86M	Buy	97,246 +3,751	+4%	+$194K	1.15%	19
2021 Q2	$5.08M	Buy	93,495 +15,481	+20%	+$825K	1.74%	13
2021 Q1	$4.06M	Buy	78,014 +10,362	+15%	+$552K	1.49%	17
2020 Q4	$3.39M	Buy	+67,652	New	+$3.18M	1.56%	16

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

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

Sax Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 456% in Q2 2026, buying an estimated $6.67M and bringing the position to 138,328 shares worth $7.48M. The position accounts for 0.3% of the portfolio, ranked #64.

Sax Wealth Advisors first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Sax Wealth Advisors held 138,328 shares of Vanguard FTSE Emerging Markets ETF worth $7.48M as of Q2 2026.
Sax Wealth Advisors bought 113,447 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $6.67M.
Vanguard FTSE Emerging Markets ETF made up 0.3% of Sax Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Sax Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.