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

Sterling Wealth 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 Q1	$10.7M	Sell	198,889 -723	-0.4%	-$40.5K	2.95%	12
2025 Q4	$10.7M	Sell	199,612 -5,312	-3%	-$289K	3.06%	12
2025 Q3	$11.1M	Buy	204,924 +7,419	+4%	+$382K	3.37%	11
2025 Q2	$9.77M	Buy	+197,505	New	+$9.16M	3.33%	12
2024 Q4	$8.77M	Buy	199,162 +1,641	+0.8%	+$76.3K	3.24%	10
2024 Q3	$9.45M	Sell	197,521 -1,706	-0.9%	-$75.9K	3.53%	9
2024 Q2	$8.72M	Buy	199,227 +1,986	+1%	+$85.5K	4.14%	7
2024 Q1	$8.24M	Sell	197,241 -2,688	-1%	-$110K	4.1%	7
2023 Q4	$8.22M	Buy	+199,929	New	+$7.93M	4.62%	6

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sterling Wealth Management's VWO Position: Q1 2026 in Review

Sterling Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.36% in Q1 2026, selling an estimated $40.5K and leaving 198,889 shares worth $10.7M. The position accounts for 2.95% of the portfolio, ranked #12.

Sterling Wealth Management first reported a position in VWO in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.1M in Q3 2025. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Sterling Wealth Management held 198,889 shares of Vanguard FTSE Emerging Markets ETF worth $10.7M as of Q1 2026.
Sterling Wealth Management sold 723 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $40.5K.
Vanguard FTSE Emerging Markets ETF made up 2.95% of Sterling Wealth Management's portfolio in Q1 2026, its #12 holding.
Sterling Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $11.1M in Q3 2025.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.