SHFA
VWO icon

SC&H Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

SC&H Financial 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 		$253K Sell
4,240
-54
-1% -$3.17K 0.03% 146
2026
Q1 		$232K Hold
4,294
– – 0.04% 144
2025
Q4 		$231K Buy
4,294
+20
+0.5% +$1.09K 0.04% 148
2025
Q3 		$232K Sell
4,274
-1,064
-20% -$54.8K 0.04% 141
2025
Q2 		$264K Buy
5,338
+19
+0.4% +$881 0.05% 128
2025
Q1 		$241K Buy
5,319
+2
+0% +$90 0.05% 134
2024
Q4 		$234K Buy
5,317
+62
+1% +$2.88K 0.05% 137
2024
Q3 		$251K Sell
5,255
-2,118
-29% -$94.3K 0.05% 135
2024
Q2 		$323K Sell
7,373
-4,527
-38% -$195K 0.08% 109
2024
Q1 		$497K Sell
11,900
-753
-6% -$30.7K 0.13% 89
2023
Q4 		$520K Buy
12,653
+211
+2% +$8.37K 0.15% 89
2023
Q3 		$488K Buy
12,442
+79
+0.6% +$3.23K 0.16% 87
2023
Q2 		$503K Buy
12,363
+54
+0.4% +$2.18K 0.17% 87
2023
Q1 		$497K Sell
12,309
-557
-4% -$22.7K 0.18% 82
2022
Q4 		$502K Sell
12,866
-104
-0.8% -$3.96K 0.21% 81
2022
Q3 		$473K Buy
12,970
+140
+1% +$5.68K 0.24% 77
2022
Q2 		$534K Sell
12,830
-2,974
-19% -$128K 0.25% 81
2022
Q1 		$729K Buy
15,804
+3,079
+24% +$148K 0.35% 62
2021
Q4 		$629K Buy
+12,725
New +$642K 0.35% 65

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

SC&H Financial Advisors's VWO Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.3% in Q2 2026, selling an estimated $3.17K and leaving 4,240 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #146.

SC&H Financial Advisors first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $729K in Q1 2022. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • SC&H Financial Advisors held 4,240 shares of Vanguard FTSE Emerging Markets ETF worth $253K as of Q2 2026.
  • SC&H Financial Advisors sold 54 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $3.17K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #146 holding.
  • SC&H Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $729K in Q1 2022.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.