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

Sherman 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 		$963K Buy
16,126
+326
+2% +$19.2K 0.72% 35
2026
Q1 		$854K Buy
15,800
+669
+4% +$37.5K 0.73% 34
2025
Q4 		$813K Buy
+15,131
New +$822K 0.71% 37

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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Sherman Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.1% in Q2 2026, buying an estimated $19.2K and bringing the position to 16,126 shares worth $963K. The position accounts for 0.72% of the portfolio, ranked #35.

Sherman Wealth Management first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. 1,918 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Sherman Wealth Management held 16,126 shares of Vanguard FTSE Emerging Markets ETF worth $963K as of Q2 2026.
  • Sherman Wealth Management bought 326 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $19.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.72% of Sherman Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Sherman Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.