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

Smith Salley 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	$554K	Buy	9,274 +1,082	+13%	+$63.6K	0.02%	193
2026 Q1	$443K	Hold	8,192	–	–	0.02%	196
2025 Q4	$440K	Hold	8,192	–	–	0.02%	197
2025 Q3	$444K	Buy	8,192 +140	+2%	+$7.21K	0.02%	192
2025 Q2	$398K	Hold	8,052	–	–	0.02%	190
2025 Q1	$364K	Sell	8,052 -85	-1%	-$3.83K	0.02%	193
2024 Q4	$358K	Sell	8,137 -39	-0.5%	-$1.81K	0.02%	193
2024 Q3	$391K	Sell	8,176 -253	-3%	-$11.3K	0.03%	192
2024 Q2	$369K	Sell	8,429 -1,198	-12%	-$51.6K	0.03%	184
2024 Q1	$402K	Sell	9,627 -2,384	-20%	-$97.3K	0.03%	179
2023 Q4	$494K	Sell	12,011 -1,401	-10%	-$55.6K	0.03%	181
2023 Q3	$526K	Buy	13,412 +1,338	+11%	+$54.6K	0.04%	171
2023 Q2	$491K	Buy	12,074 +33	+0.3%	+$1.33K	0.04%	173
2023 Q1	$486K	Buy	+12,041	New	+$491K	0.04%	172
2022 Q1	–	Sell	-4,636	Closed	-$229K	–	256
2021 Q4	$229K	Buy	+4,636	New	+$234K	0.02%	230

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Smith Salley Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 13% in Q2 2026, buying an estimated $63.6K and bringing the position to 9,274 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #193.

Smith Salley Wealth Management first reported a position in VWO in Q4 2021 and has held it in 15 quarters since. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Smith Salley Wealth Management held 9,274 shares of Vanguard FTSE Emerging Markets ETF worth $554K as of Q2 2026.
Smith Salley Wealth Management bought 1,082 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $63.6K.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #193 holding.
Smith Salley Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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