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

Shakespeare 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	–	Sell	-17,600	Closed	-$951K	–	105
2026 Q1	$951K	Sell	17,600 -231	-1%	-$12.9K	0.23%	43
2025 Q4	$959K	Sell	17,831 -489	-3%	-$26.6K	0.21%	45
2025 Q3	$993K	Sell	18,320 -949	-5%	-$48.9K	0.23%	43
2025 Q2	$953K	Buy	19,269 +437	+2%	+$20.3K	0.25%	42
2025 Q1	$852K	Sell	18,832 -4,543	-19%	-$205K	0.23%	42
2024 Q4	$1.03M	Buy	23,375 +2,253	+11%	+$105K	0.28%	37
2024 Q3	$1.01M	Sell	21,122 -860	-4%	-$38.3K	0.26%	39
2024 Q2	$962K	Buy	21,982 +2,833	+15%	+$122K	0.28%	38
2024 Q1	$800K	Sell	19,149 -715	-4%	-$29.2K	0.23%	43
2023 Q4	$816K	Sell	19,864 -1,485	-7%	-$58.9K	0.25%	37
2023 Q3	$837K	Sell	21,349 -1,304	-6%	-$53.2K	0.29%	36
2023 Q2	$922K	Sell	22,653 -3,581	-14%	-$144K	0.32%	34
2023 Q1	$1.06M	Sell	26,234 -3,825	-13%	-$156K	0.38%	32
2022 Q4	$1.17M	Buy	30,059 +1,770	+6%	+$67.5K	0.43%	31
2022 Q3	$1.03M	Buy	28,289 +1,846	+7%	+$75K	0.44%	32
2022 Q2	$1.11M	Buy	26,443 +5,514	+26%	+$238K	0.45%	32
2022 Q1	$1M	Buy	20,929 +5,218	+33%	+$251K	0.36%	34
2021 Q4	$777K	Buy	15,711 +1,767	+13%	+$89.1K	0.28%	39
2021 Q3	$698K	Buy	13,944 +171	+1%	+$8.84K	0.27%	40
2021 Q2	$706K	Sell	13,773 -295	-2%	-$15.7K	0.27%	37
2021 Q1	$732K	Sell	14,068 -555	-4%	-$29.5K	0.3%	37
2020 Q4	$733K	Sell	14,623 -510	-3%	-$24K	0.32%	36
2020 Q3	$654K	Sell	15,133 -228	-1%	-$9.91K	0.34%	39
2020 Q2	$608K	Buy	+15,361	New	+$569K	0.36%	37

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

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

Shakespeare Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026, closing a stake of 17,600 shares — an estimated $951K sold.

Shakespeare Wealth Management first reported a position in VWO in Q2 2020 and held it in 24 quarters. The position peaked at $1.17M in Q4 2022. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Shakespeare Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Shakespeare Wealth Management sold 17,600 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $951K.
Shakespeare Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and held it in 24 quarters.
Shakespeare Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.17M in Q4 2022.
2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.