Sterling Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sterling Investment Management’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	$1.83M	Sell	30,575 -1,487	-5%	-$87.4K	1%	30
2026 Q1	$1.73M	Sell	32,062 -853	-3%	-$47.8K	1.04%	26
2025 Q4	$1.77M	Buy	32,915 +517	+2%	+$28.1K	1%	28
2025 Q3	$1.76M	Sell	32,398 -553	-2%	-$28.5K	1.05%	28
2025 Q2	$1.63M	Sell	32,951 -1,315	-4%	-$61K	1.08%	28
2025 Q1	$1.55M	Sell	34,266 -971	-3%	-$43.7K	1.1%	28
2024 Q4	$1.55M	Sell	35,237 -17,872	-34%	-$831K	1.22%	30
2024 Q3	$2.54M	Sell	53,109 -1,306	-2%	-$58.1K	1.93%	21
2024 Q2	$2.38M	Buy	54,415 +3,912	+8%	+$169K	1.81%	19
2024 Q1	$2.11M	Sell	50,503 -1,759	-3%	-$71.8K	1.49%	23
2023 Q4	$2.15M	Buy	52,262 +24,402	+88%	+$968K	1.58%	22
2023 Q3	$1.09M	Sell	27,860 -660	-2%	-$26.9K	0.97%	32
2023 Q2	$1.16M	Sell	28,520 -406	-1%	-$16.4K	0.92%	32
2023 Q1	$1.17M	Sell	28,926 -732	-2%	-$29.8K	0.93%	34
2022 Q4	$1.16M	Buy	29,658 +961	+3%	+$36.6K	0.93%	37
2022 Q3	$1.05M	Buy	28,697 +1,701	+6%	+$69.1K	0.88%	38
2022 Q2	$1.12M	Sell	26,996 -2,541	-9%	-$110K	0.93%	34
2022 Q1	$1.36M	Sell	29,537 -8,465	-22%	-$407K	0.96%	34
2021 Q4	$1.88M	Buy	38,002 +1,055	+3%	+$53.2K	1.17%	28
2021 Q3	$1.85M	Buy	36,947 +3,512	+11%	+$181K	1.18%	29
2021 Q2	$1.82M	Buy	33,435 +2,820	+9%	+$150K	1.19%	28
2021 Q1	$1.59M	Sell	30,615 -1,665	-5%	-$88.6K	1.09%	33
2020 Q4	$1.62M	Buy	32,280 +964	+3%	+$45.3K	1.15%	31
2020 Q3	$1.35M	Buy	31,316 +946	+3%	+$41.1K	1.01%	34
2020 Q2	$1.2M	Sell	30,370 -6,500	-18%	-$241K	0.93%	37
2020 Q1	$1.24M	Sell	36,870 -31,218	-46%	-$1.27M	1.08%	31
2019 Q4	$3.03M	Buy	+68,088	New	+$2.88M	2.01%	15
2018 Q2	–	Sell	-64,283	Closed	-$3.02M	–	60
2018 Q1	$3.02M	Buy	64,283 +33,714	+110%	+$1.62M	2.44%	11
2017 Q4	$1.4M	Buy	+30,569	New	+$1.37M	1.5%	24

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sterling Investment Management's VWO Position: Q2 2026 in Review

Sterling Investment Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.6% in Q2 2026, selling an estimated $87.4K and leaving 30,575 shares worth $1.83M. The position accounts for 1% of the portfolio, ranked #30.

Sterling Investment Management first reported a position in VWO in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.03M in Q4 2019. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Sterling Investment Management held 30,575 shares of Vanguard FTSE Emerging Markets ETF worth $1.83M as of Q2 2026.
Sterling Investment Management sold 1,487 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $87.4K.
Vanguard FTSE Emerging Markets ETF made up 1% of Sterling Investment Management's portfolio in Q2 2026, its #30 holding.
Sterling Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 29 quarters since.
Sterling Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.03M in Q4 2019.
938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.