Stage Harbor Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Stage Harbor Financial’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	$340K	Hold	5,695	–	–	0.2%	51
2026 Q1	$308K	Hold	5,695	–	–	0.2%	50
2025 Q4	$306K	Sell	5,695 -619	-10%	-$33.6K	0.21%	49
2025 Q3	$342K	Sell	6,314 -454	-7%	-$23.4K	0.25%	43
2025 Q2	$335K	Sell	6,768 -445	-6%	-$20.6K	0.27%	40
2025 Q1	$326K	Buy	+7,213	New	+$325K	0.28%	41

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

Stage Harbor Financial's VWO Position: Q2 2026 in Review

Stage Harbor Financial held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 5,695 shares worth $340K. The position accounts for 0.2% of the portfolio, ranked #51.

Stage Harbor Financial first reported a position in VWO in Q1 2025 and has held it in 6 quarters since. The position peaked at $342K in Q3 2025. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Stage Harbor Financial held 5,695 shares of Vanguard FTSE Emerging Markets ETF worth $340K as of Q2 2026.
Stage Harbor Financial left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.2% of Stage Harbor Financial's portfolio in Q2 2026, its #51 holding.
Stage Harbor Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
Stage Harbor Financial's Vanguard FTSE Emerging Markets ETF position peaked at $342K in Q3 2025.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.