Sonoma Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sonoma Private Wealth’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	$478K	Buy	8,835 +486	+6%	+$27.2K	0.59%	48
2025 Q4	$449K	Buy	8,349 +1,318	+19%	+$71.6K	0.54%	45
2025 Q3	$381K	Buy	7,031 +687	+11%	+$35.4K	0.46%	53
2025 Q2	$314K	Hold	6,344	–	–	0.38%	58
2025 Q1	$287K	Buy	+6,344	New	+$286K	0.4%	58
2024 Q4	–	Sell	-8,394	Closed	-$402K	–	94
2024 Q3	$402K	Buy	8,394 +242	+3%	+$10.8K	0.63%	57
2024 Q2	$357K	Sell	8,152 -5,355	-40%	-$231K	0.58%	58
2024 Q1	$564K	Buy	+13,507	New	+$551K	0.91%	44

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sonoma Private Wealth's VWO Position: Q1 2026 in Review

Sonoma Private Wealth increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.8% in Q1 2026, buying an estimated $27.2K and bringing the position to 8,835 shares worth $478K. The position accounts for 0.59% of the portfolio, ranked #48.

Sonoma Private Wealth first reported a position in VWO in Q1 2024 and has held it in 8 quarters since. The position peaked at $564K in Q1 2024. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Sonoma Private Wealth held 8,835 shares of Vanguard FTSE Emerging Markets ETF worth $478K as of Q1 2026.
Sonoma Private Wealth bought 486 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $27.2K.
Vanguard FTSE Emerging Markets ETF made up 0.59% of Sonoma Private Wealth's portfolio in Q1 2026, its #48 holding.
Sonoma Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and has held it in 8 quarters since.
Sonoma Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $564K in Q1 2024.
2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.