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

SHP 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
Q1 		$178K Buy
3,285
+2,133
+185% +$119K 0.01% 288
2025
Q4 		$61.9K Buy
+1,152
New +$62.6K ﹤0.01% 438

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's VWO Position: Q1 2026 in Review

SHP Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 185% in Q1 2026, buying an estimated $119K and bringing the position to 3,285 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #288.

SHP Wealth Management first reported a position in VWO in Q4 2025 and has held it in 2 quarters since. 2,544 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • SHP Wealth Management held 3,285 shares of Vanguard FTSE Emerging Markets ETF worth $178K as of Q1 2026.
  • SHP Wealth Management bought 2,133 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $119K.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #288 holding.
  • SHP Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,544 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.