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Schwarz Dygos Wheeler Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$6.9M Sell
115,634
-1,344
-1% -$79K 1.32% 17
2026
Q1 		$6.32M Buy
116,978
+2,170
+2% +$122K 1.31% 17
2025
Q4 		$6.17M Buy
114,808
+1,724
+2% +$93.6K 1.27% 17
2025
Q3 		$6.13M Buy
113,084
+308
+0.3% +$15.9K 1.3% 15
2025
Q2 		$5.58M Buy
112,776
+1,075
+1% +$49.9K 1.27% 15
2025
Q1 		$5.06M Buy
111,701
+3,571
+3% +$161K 1.2% 18
2024
Q4 		$4.76M Buy
108,130
+2,938
+3% +$137K 1.17% 20
2024
Q3 		$5.03M Sell
105,192
-608
-0.6% -$27.1K 1.26% 18
2024
Q2 		$4.63M Buy
105,800
+3,718
+4% +$160K 1.24% 21
2024
Q1 		$4.26M Buy
102,082
+2,073
+2% +$84.6K 1.19% 20
2023
Q4 		$4.11M Buy
100,009
+1,223
+1% +$48.5K 1.26% 19
2023
Q3 		$3.87M Buy
98,786
+1,757
+2% +$71.7K 1.31% 17
2023
Q2 		$3.95M Buy
97,029
+976
+1% +$39.3K 1.3% 17
2023
Q1 		$3.88M Sell
96,053
-1,073
-1% -$43.7K 1.4% 15
2022
Q4 		$3.79M Sell
97,126
-1,267
-1% -$48.3K 1.49% 14
2022
Q3 		$3.59M Buy
98,393
+969
+1% +$39.3K 1.59% 14
2022
Q2 		$4.06M Buy
97,424
+2,536
+3% +$109K 1.63% 12
2022
Q1 		$4.38M Buy
94,888
+3,846
+4% +$185K 1.48% 18
2021
Q4 		$4.5M Buy
91,042
+3,933
+5% +$198K 1.52% 18
2021
Q3 		$4.36M Buy
87,109
+1,434
+2% +$74.1K 1.59% 16
2021
Q2 		$4.65M Buy
85,675
+3,901
+5% +$208K 1.69% 14
2021
Q1 		$4.26M Buy
81,774
+2,955
+4% +$157K 1.76% 13
2020
Q4 		$3.95M Buy
78,819
+1,396
+2% +$65.6K 1.9% 13
2020
Q3 		$3.35M Buy
77,423
+3,574
+5% +$155K 1.89% 13
2020
Q2 		$3.17M Buy
73,849
+2,708
+4% +$100K 2.07% 13
2020
Q1 		$2.39M Buy
71,141
+3,745
+6% +$153K 2.02% 11
2019
Q4 		$3M Buy
67,396
+8,087
+14% +$343K 2.05% 11
2019
Q3 		$2.39M Buy
59,309
+1,057
+2% +$43.6K 1.9% 13
2019
Q2 		$2.48M Buy
58,252
+3,550
+6% +$149K 2.04% 12
2019
Q1 		$2.33M Sell
54,702
-528
-1% -$21.7K 2% 12
2018
Q4 		$2.1M Buy
+55,230
New +$2.14M 2.27% 10

Other funds holding VWO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Schwarz Dygos Wheeler Investment Advisors's VWO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q2 2026, selling an estimated $79K and leaving 115,634 shares worth $6.9M. The position accounts for 1.32% of the portfolio, ranked #17.

Schwarz Dygos Wheeler Investment Advisors first reported a position in VWO in Q4 2018 and has held it in 31 quarters since. 2,000 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 115,634 shares of Vanguard FTSE Emerging Markets ETF worth $6.9M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 1,344 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $79K.
  • Vanguard FTSE Emerging Markets ETF made up 1.32% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.