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Sound View Wealth Advisors Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sound View Wealth Advisors Group’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 		$1.33M Buy
22,260
+253
+1% +$14.9K 0.08% 166
2026
Q1 		$1.19M Buy
22,007
+173
+0.8% +$9.69K 0.08% 170
2025
Q4 		$1.17M Buy
21,834
+626
+3% +$34K 0.08% 175
2025
Q3 		$1.15M Buy
21,208
+371
+2% +$19.1K 0.08% 182
2025
Q2 		$1.03M Sell
20,837
-1,443
-6% -$66.9K 0.08% 184
2025
Q1 		$1.01M Buy
22,280
+910
+4% +$41K 0.08% 173
2024
Q4 		$941K Buy
21,370
+29
+0.1% +$1.35K 0.08% 185
2024
Q3 		$1.02M Buy
21,341
+3,610
+20% +$161K 0.08% 176
2024
Q2 		$776K Sell
17,731
-51
-0.3% -$2.2K 0.08% 182
2024
Q1 		$743K Sell
17,782
-734
-4% -$30K 0.08% 193
2023
Q4 		$761K Sell
18,516
-24,784
-57% -$983K 0.08% 193
2023
Q3 		$1.7M Buy
43,300
+2,090
+5% +$85.3K 0.21% 104
2023
Q2 		$1.68M Buy
41,210
+1,455
+4% +$58.7K 0.22% 98
2023
Q1 		$1.61M Buy
39,755
+21,239
+115% +$865K 0.22% 102
2022
Q4 		$761K Buy
18,516
+9,203
+99% +$351K 0.08% 193
2022
Q3 		$340K Buy
9,313
+1
+0% +$41 0.08% 198
2022
Q2 		$388K Buy
9,312
+63
+0.7% +$2.72K 0.08% 188
2022
Q1 		$427K Buy
9,249
+230
+3% +$11.1K 0.08% 193
2021
Q4 		$446K Sell
9,019
-50
-0.6% -$2.52K 0.08% 189
2021
Q3 		$454K Sell
9,069
-137
-1% -$7.08K 0.09% 181
2021
Q2 		$500K Sell
9,206
-636
-6% -$33.9K 0.11% 171
2021
Q1 		$512K Buy
9,842
+297
+3% +$15.8K 0.12% 158
2020
Q4 		$478K Sell
9,545
-507
-5% -$23.8K 0.12% 156
2020
Q3 		$435K Sell
10,052
-1,851
-16% -$80.5K 0.11% 157
2020
Q2 		$471K Sell
11,903
-4,334
-27% -$160K 0.13% 135
2020
Q1 		$545K Sell
16,237
-8,144
-33% -$332K 0.19% 112
2019
Q4 		$1.08M Buy
24,381
+1,118
+5% +$47.4K 0.31% 90
2019
Q3 		$937K Sell
23,263
-677
-3% -$27.9K 0.28% 94
2019
Q2 		$1.02M Buy
+23,940
New +$1.01M 0.3% 92

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

Sound View Wealth Advisors Group's VWO Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q2 2026, buying an estimated $14.9K and bringing the position to 22,260 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #166.

Sound View Wealth Advisors Group first reported a position in VWO in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.7M in Q3 2023. 2,602 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Sound View Wealth Advisors Group held 22,260 shares of Vanguard FTSE Emerging Markets ETF worth $1.33M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 253 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard FTSE Emerging Markets ETF made up 0.08% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #166 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Vanguard FTSE Emerging Markets ETF position peaked at $1.7M in Q3 2023.
  • 2,602 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.