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Stephenson & Company’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Stephenson & Company’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 		$7.5M Buy
125,603
+6,268
+5% +$368K 3.51% 9
2026
Q1 		$6.45M Buy
119,335
+2,134
+2% +$120K 3.5% 9
2025
Q4 		$6.3M Buy
117,201
+3,222
+3% +$175K 3.46% 9
2025
Q3 		$6.18M Buy
113,979
+1,639
+1% +$84.4K 3.55% 9
2025
Q2 		$5.56M Buy
112,340
+3,298
+3% +$153K 3.38% 9
2025
Q1 		$4.94M Buy
109,042
+1,901
+2% +$85.6K 3.21% 9
2024
Q4 		$4.72M Buy
107,141
+7,515
+8% +$349K 3.18% 9
2024
Q3 		$4.77M Buy
99,626
+1,482
+2% +$66K 3.23% 9
2024
Q2 		$4.29M Buy
98,144
+1,550
+2% +$66.8K 3.18% 9
2024
Q1 		$4.03M Buy
96,594
+8,305
+9% +$339K 2.95% 9
2023
Q4 		$3.63M Buy
+88,289
New +$3.5M 3.04% 9

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

Stephenson & Company's VWO Position: Q2 2026 in Review

Stephenson & Company increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.3% in Q2 2026, buying an estimated $368K and bringing the position to 125,603 shares worth $7.5M. The position accounts for 3.51% of the portfolio, ranked #9.

Stephenson & Company first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Stephenson & Company held 125,603 shares of Vanguard FTSE Emerging Markets ETF worth $7.5M as of Q2 2026.
  • Stephenson & Company bought 6,268 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $368K.
  • Vanguard FTSE Emerging Markets ETF made up 3.51% of Stephenson & Company's portfolio in Q2 2026, its #9 holding.
  • Stephenson & Company first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.