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Strategic Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Strategic Financial Services’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 		$928K Hold
15,550
– – 0.04% 84
2026
Q1 		$840K Buy
15,550
+2,428
+19% +$136K 0.04% 85
2025
Q4 		$751K Buy
13,122
+945
+8% +$51.3K 0.03% 82
2025
Q3 		$660K Buy
12,177
+227
+2% +$11.7K 0.03% 81
2025
Q2 		$591K Hold
11,950
– – 0.03% 82
2025
Q1 		$541K Buy
11,950
+450
+4% +$20.3K 0.03% 85
2024
Q4 		$506K Hold
11,500
– – 0.03% 94
2024
Q3 		$550K Hold
11,500
– – 0.03% 85
2024
Q2 		$503K Hold
11,500
– – 0.03% 87
2024
Q1 		$480K Buy
11,500
+750
+7% +$30.6K 0.03% 84
2023
Q4 		$442K Buy
10,750
+700
+7% +$27.8K 0.03% 91
2023
Q3 		$394K Hold
10,050
– – 0.03% 96
2023
Q2 		$416K Buy
10,050
+325
+3% +$13.1K 0.03% 96
2023
Q1 		$393K Sell
9,725
-1,700
-15% -$69.3K 0.03% 94
2022
Q4 		$445K Buy
11,425
+925
+9% +$35.3K 0.04% 88
2022
Q3 		$383K Buy
10,500
+4,925
+88% +$200K 0.03% 96
2022
Q2 		$232K Buy
+5,575
New +$241K 0.02% 123

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

Strategic Financial Services's VWO Position: Q2 2026 in Review

Strategic Financial Services held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 15,550 shares worth $928K. The position accounts for 0.04% of the portfolio, ranked #84.

Strategic Financial Services first reported a position in VWO in Q2 2022 and has held it in 17 quarters since. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Strategic Financial Services held 15,550 shares of Vanguard FTSE Emerging Markets ETF worth $928K as of Q2 2026.
  • Strategic Financial Services left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Strategic Financial Services's portfolio in Q2 2026, its #84 holding.
  • Strategic Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.