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Sterling Investment Advisors (Pennsylvania)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$932K Buy
15,609
+3,781
+32% +$222K 0.16% 107
2026
Q1 		$639K Sell
11,828
-400
-3% -$22.4K 0.12% 122
2025
Q4 		$657K Buy
12,228
+26
+0.2% +$1.41K 0.12% 124
2025
Q3 		$661K Buy
12,202
+7
+0.1% +$361 0.13% 117
2025
Q2 		$603K Sell
12,195
-656
-5% -$30.4K 0.13% 117
2025
Q1 		$582K Hold
12,851
– – 0.14% 113
2024
Q4 		$566K Sell
12,851
-1,559
-11% -$72.5K 0.14% 103
2024
Q3 		$690K Buy
14,410
+2,918
+25% +$130K 0.17% 90
2024
Q2 		$503K Sell
11,492
-1,950
-15% -$84K 0.14% 102
2024
Q1 		$561K Buy
13,442
+1,002
+8% +$40.9K 0.16% 97
2023
Q4 		$511K Hold
12,440
– – 0.16% 96
2023
Q3 		$488K Hold
12,440
– – 0.17% 97
2023
Q2 		$506K Buy
12,440
+212
+2% +$8.55K 0.17% 95
2023
Q1 		$494K Buy
12,228
+131
+1% +$5.34K 0.17% 98
2022
Q4 		$472K Buy
12,097
+200
+2% +$7.63K 0.17% 99
2022
Q3 		$434K Sell
11,897
-566
-5% -$23K 0.16% 103
2022
Q2 		$519K Sell
12,463
-155
-1% -$6.69K 0.18% 98
2022
Q1 		$582K Buy
12,618
+450
+4% +$21.6K 0.17% 104
2021
Q4 		$602K Sell
12,168
-850
-7% -$42.9K 0.17% 106
2021
Q3 		$651K Hold
13,018
– – 0.19% 103
2021
Q2 		$707K Hold
13,018
– – 0.21% 104
2021
Q1 		$678K Hold
13,018
– – 0.22% 103
2020
Q4 		$652K Hold
13,018
– – 0.22% 91
2020
Q3 		$563K Hold
13,018
– – 0.22% 91
2020
Q2 		$515K Buy
13,018
+1,000
+8% +$37K 0.21% 91
2020
Q1 		$403K Buy
12,018
+2,628
+28% +$107K 0.21% 86
2019
Q4 		$417K Buy
9,390
+1,928
+26% +$81.7K 0.19% 86
2019
Q3 		$300K Sell
7,462
-600
-7% -$24.8K 0.15% 85
2019
Q2 		$343K Sell
8,062
-350
-4% -$14.7K 0.18% 88
2019
Q1 		$358K Sell
8,412
-100
-1% -$4.12K 0.18% 90
2018
Q4 		$324K Sell
8,512
-78
-0.9% -$3.02K 0.19% 89
2018
Q3 		$352K Buy
8,590
+587
+7% +$24.7K 0.19% 90
2018
Q2 		$337K Buy
8,003
+478
+6% +$21.6K 0.2% 86
2018
Q1 		$354K Buy
7,525
+170
+2% +$8.15K 0.22% 84
2017
Q4 		$338K Buy
7,355
+350
+5% +$15.6K 0.21% 86
2017
Q3 		$305K Sell
7,005
-1,000
-12% -$43.3K 0.2% 85
2017
Q2 		$327K Hold
8,005
– – 0.22% 84
2017
Q1 		$318K Sell
8,005
-500
-6% -$19.3K 0.23% 80
2016
Q4 		$304K Buy
+8,505
New +$312K 0.24% 75

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

Sterling Investment Advisors (Pennsylvania)'s VWO Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 32% in Q2 2026, buying an estimated $222K and bringing the position to 15,609 shares worth $932K. The position accounts for 0.16% of the portfolio, ranked #107.

Sterling Investment Advisors (Pennsylvania) first reported a position in VWO in Q4 2016 and has held it in 39 quarters since. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 15,609 shares of Vanguard FTSE Emerging Markets ETF worth $932K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 3,781 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $222K.
  • Vanguard FTSE Emerging Markets ETF made up 0.16% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #107 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 39 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.