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SIMA Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

SIMA Wealth 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
Q2 		$76K Hold
1,273
– – 0.05% 73
2026
Q1 		$68.8K Hold
1,273
– – 0.05% 72
2025
Q4 		$68.4K Hold
1,273
– – 0.05% 72
2025
Q3 		$69K Hold
1,273
– – 0.05% 75
2025
Q2 		$63K Hold
1,273
– – 0.05% 74
2025
Q1 		$57.6K Hold
1,273
– – 0.05% 83
2024
Q4 		$56.1K Buy
1,273
+17
+1% +$790 0.05% 86
2024
Q3 		$60.1K Sell
1,256
-81
-6% -$3.61K 0.05% 79
2024
Q2 		$58.5K Buy
+1,337
New +$57.6K 0.06% 78

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

SIMA Wealth Partners's VWO Position: Q2 2026 in Review

SIMA Wealth Partners held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 1,273 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #73.

SIMA Wealth Partners first reported a position in VWO in Q2 2024 and has held it in 9 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • SIMA Wealth Partners held 1,273 shares of Vanguard FTSE Emerging Markets ETF worth $76K as of Q2 2026.
  • SIMA Wealth Partners left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.05% of SIMA Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • SIMA Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.