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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stone Summit Wealth's VWO Position: Q1 2026 in Review

Stone Summit Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.08% in Q1 2026, selling an estimated $2.46K and leaving 52,764 shares worth $2.85M. The position accounts for 0.79% of the portfolio, ranked #39.

Stone Summit Wealth first reported a position in VWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.99M in Q3 2025. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Stone Summit Wealth held 52,764 shares of Vanguard FTSE Emerging Markets ETF worth $2.85M as of Q1 2026.
  • Stone Summit Wealth sold 44 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $2.46K.
  • Vanguard FTSE Emerging Markets ETF made up 0.79% of Stone Summit Wealth's portfolio in Q1 2026, its #39 holding.
  • Stone Summit Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $2.99M in Q3 2025.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.