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

Smith Partners 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	$2.65M	Sell	44,341 -12,404	-22%	-$729K	2.1%	13
2026 Q1	$3.07M	Sell	56,745 -7,454	-12%	-$418K	2.75%	13
2025 Q4	$3.45M	Buy	+64,199	New	+$3.49M	3.17%	10

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Smith Partners Wealth Management's VWO Position: Q2 2026 in Review

Smith Partners Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 22% in Q2 2026, selling an estimated $729K and leaving 44,341 shares worth $2.65M. The position accounts for 2.1% of the portfolio, ranked #13.

Smith Partners Wealth Management first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.45M in Q4 2025. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Smith Partners Wealth Management held 44,341 shares of Vanguard FTSE Emerging Markets ETF worth $2.65M as of Q2 2026.
Smith Partners Wealth Management sold 12,404 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $729K.
Vanguard FTSE Emerging Markets ETF made up 2.1% of Smith Partners Wealth Management's portfolio in Q2 2026, its #13 holding.
Smith Partners Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
Smith Partners Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.45M in Q4 2025.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.