Schwallier Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Schwallier Wealth Management’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	$7.52M	Buy	+125,922	New	+$7.4M	4.75%	6

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

Schwallier Wealth Management's VWO Position: Q2 2026 in Review

Schwallier Wealth Management opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 125,922 shares worth $7.52M. The stake represents 4.75% of the portfolio and ranks #6 among its holdings.

2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Schwallier Wealth Management held 125,922 shares of Vanguard FTSE Emerging Markets ETF worth $7.52M as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new Schwallier Wealth Management position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 4.75% of Schwallier Wealth Management's portfolio in Q2 2026, its #6 holding.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.