Stone Summit Wealth
VWO icon

Stone Summit Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Stone Summit Wealth’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
Q3 		$2.97M Sell
50,028
-1,852
-4% -$111K 0.8% 40
2026
Q2 		$3.1M Sell
51,880
-884
-2% -$52K 0.79% 39
2026
Q1 		$2.85M Sell
52,764
-44
-0.1% -$2.46K 0.79% 39
2025
Q4 		$2.84M Sell
52,808
-2,326
-4% -$126K 0.77% 39
2025
Q3 		$2.99M Sell
55,134
-2,953
-5% -$152K 0.85% 39
2025
Q2 		$2.87M Sell
58,087
-1,225
-2% -$56.8K 0.89% 39
2025
Q1 		$2.68M Sell
59,312
-530
-0.9% -$23.9K 0.91% 36
2024
Q4 		$2.64M Sell
59,842
-928
-2% -$43.1K 0.88% 37
2024
Q3 		$2.91M Buy
60,770
+542
+0.9% +$24.1K 0.94% 36
2024
Q2 		$2.64M Buy
60,228
+1,313
+2% +$56.6K 0.95% 36
2024
Q1 		$2.46M Buy
58,915
+4,681
+9% +$191K 0.86% 42
2023
Q4 		$2.23M Buy
54,234
+7,093
+15% +$281K 0.85% 40
2023
Q3 		$1.85M Buy
47,141
+5,208
+12% +$213K 0.79% 42
2023
Q2 		$1.71M Buy
41,933
+6,317
+18% +$255K 0.71% 49
2023
Q1 		$1.44M Buy
35,616
+5,647
+19% +$230K 0.64% 56
2022
Q4 		$1.17M Buy
29,969
+1,582
+6% +$60.3K 0.57% 59
2022
Q3 		$1.04M Buy
28,387
+846
+3% +$34.4K 0.64% 53
2022
Q2 		$1.15M Buy
27,541
+1,451
+6% +$62.6K 0.69% 51
2022
Q1 		$1.22M Buy
26,090
+3,464
+15% +$167K 0.69% 48
2021
Q4 		$1.12M Buy
+22,626
New +$1.14M 0.91% 42

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Stone Summit Wealth's VWO Position: Q3 2026 in Review

Stone Summit Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.6% in Q3 2026, selling an estimated $111K and leaving 50,028 shares worth $2.97M. The position accounts for 0.8% of the portfolio, ranked #40.

Stone Summit Wealth first reported a position in VWO in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.1M in Q2 2026. 681 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Stone Summit Wealth held 50,028 shares of Vanguard FTSE Emerging Markets ETF worth $2.97M as of Q3 2026.
  • Stone Summit Wealth sold 1,852 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $111K.
  • Vanguard FTSE Emerging Markets ETF made up 0.8% of Stone Summit Wealth's portfolio in Q3 2026, its #40 holding.
  • Stone Summit Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $3.1M in Q2 2026.
  • 681 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.