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

Smallwood Wealth Investment 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 		$35.8K Buy
599
+21
+4% +$1.23K 0.02% 217
2026
Q1 		$31.2K Hold
578
– – 0.02% 224
2025
Q4 		$31.1K Hold
578
– – 0.02% 222
2025
Q3 		$31.3K Hold
578
– – 0.02% 228
2025
Q2 		$28.6K Hold
578
– – 0.02% 220
2025
Q1 		$26.2K Buy
+578
New +$26K 0.02% 223

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Smallwood Wealth Investment Management's VWO Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.6% in Q2 2026, buying an estimated $1.23K and bringing the position to 599 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #217.

Smallwood Wealth Investment Management first reported a position in VWO in Q1 2025 and has held it in 6 quarters since. 1,806 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Smallwood Wealth Investment Management held 599 shares of Vanguard FTSE Emerging Markets ETF worth $35.8K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 21 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.23K.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #217 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.