Shepherd Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Shepherd Financial Partners’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 Q1	$1.4M	Buy	25,904 +1,834	+8%	+$103K	0.13%	95
2025 Q4	$1.29M	Sell	24,070 -2,359	-9%	-$128K	0.12%	103
2025 Q3	$1.43M	Buy	26,429 +939	+4%	+$48.4K	0.14%	99
2025 Q2	$1.26M	Sell	25,490 -5,987	-19%	-$278K	0.13%	102
2025 Q1	$1.42M	Sell	31,477 -252	-0.8%	-$11.3K	0.17%	89
2024 Q4	$1.4M	Buy	31,729 +59	+0.2%	+$2.74K	0.17%	79
2024 Q3	$1.52M	Sell	31,670 -1,085	-3%	-$48.3K	0.18%	74
2024 Q2	$1.43M	Sell	32,755 -1,806	-5%	-$77.8K	0.18%	78
2024 Q1	$1.44M	Buy	34,561 +2	+0%	+$82	0.19%	78
2023 Q4	$1.42M	Buy	34,559 +8,525	+33%	+$338K	0.2%	78
2023 Q3	$1.02M	Sell	26,034 -8,756	-25%	-$357K	0.16%	86
2023 Q2	$1.42M	Buy	34,790 +9,809	+39%	+$395K	0.22%	74
2023 Q1	$1.01M	Sell	24,981 -365	-1%	-$14.9K	0.17%	85
2022 Q4	$988K	Sell	25,346 -38,350	-60%	-$1.46M	0.18%	78
2022 Q3	$2.32M	Sell	63,696 -308,595	-83%	-$12.5M	0.45%	42
2022 Q2	$15.5M	Buy	+372,291	New	+$16.1M	3.02%	6

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shepherd Financial Partners's VWO Position: Q1 2026 in Review

Shepherd Financial Partners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.6% in Q1 2026, buying an estimated $103K and bringing the position to 25,904 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #95.

Shepherd Financial Partners first reported a position in VWO in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.5M in Q2 2022. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Shepherd Financial Partners held 25,904 shares of Vanguard FTSE Emerging Markets ETF worth $1.4M as of Q1 2026.
Shepherd Financial Partners bought 1,834 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $103K.
Vanguard FTSE Emerging Markets ETF made up 0.13% of Shepherd Financial Partners's portfolio in Q1 2026, its #95 holding.
Shepherd Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 16 quarters since.
Shepherd Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $15.5M in Q2 2022.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.