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Strategic Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Strategic Wealth Partners’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 		$317K Sell
5,868
-191
-3% -$10.7K 0.02% 249
2025
Q4 		$326K Buy
6,059
+1,731
+40% +$94K 0.02% 253
2025
Q3 		$234K Buy
4,328
+251
+6% +$12.9K 0.02% 318
2025
Q2 		$202K Buy
+4,077
New +$189K 0.02% 313
2024
Q4 		$257K Buy
5,634
+696
+14% +$32.3K 0.02% 279
2024
Q3 		$236K Sell
4,938
-832
-14% -$37K 0.02% 276
2024
Q2 		$252K Buy
5,770
+640
+12% +$27.6K 0.03% 260
2024
Q1 		$214K Sell
5,130
-825
-14% -$33.7K 0.02% 265
2023
Q4 		$245K Buy
5,955
+108
+2% +$4.28K 0.03% 246
2023
Q3 		$229K Sell
5,847
-408
-7% -$16.7K 0.03% 265
2023
Q2 		$254K Sell
6,255
-868
-12% -$35K 0.03% 259
2023
Q1 		$288K Buy
7,123
+1,268
+22% +$51.7K 0.04% 218
2022
Q4 		$228K Sell
5,855
-93
-2% -$3.55K 0.04% 236
2022
Q3 		$217K Sell
5,948
-43
-0.7% -$1.75K 0.05% 254
2022
Q2 		$250K Buy
5,991
+1,054
+21% +$45.5K 0.05% 215
2022
Q1 		$228K Sell
4,937
-158
-3% -$7.6K 0.04% 235
2021
Q4 		$252K Buy
5,095
+3
+0.1% +$151 0.05% 250
2021
Q3 		$255K Sell
5,092
-87
-2% -$4.5K 0.07% 213
2021
Q2 		$281K Sell
5,179
-335
-6% -$17.8K 0.09% 196
2021
Q1 		$287K Sell
5,514
-196
-3% -$10.4K 0.11% 169
2020
Q4 		$286K Sell
5,710
-1,791
-24% -$84.1K 0.12% 150
2020
Q3 		$324K Sell
7,501
-87
-1% -$3.78K 0.16% 120
2020
Q2 		$301K Sell
7,588
-5,392
-42% -$200K 0.16% 112
2020
Q1 		$577K Hold
12,980
– – 0.3% 88
2019
Q4 		$577K Sell
12,980
-449
-3% -$19K 0.3% 88
2019
Q3 		$3.03K Sell
13,429
-706
-5% -$29.1K 0.02% 195
2019
Q2 		$601K Sell
14,135
-10,967
-44% -$461K 0.29% 87
2019
Q1 		$1.08M Sell
25,102
-1,035
-4% -$42.6K 0.5% 62
2018
Q4 		$1.05M Buy
26,137
+716
+3% +$27.7K 0.53% 55
2018
Q3 		$1.04M Sell
25,421
-4,848
-16% -$204K 0.56% 66
2018
Q2 		$1.28M Sell
30,269
-10,864
-26% -$491K 0.74% 31
2018
Q1 		$1.93M Sell
41,133
-51,761
-56% -$2.48M 1% 24
2017
Q4 		$4.16M Buy
+92,894
New +$4.15M 2.31% 4

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

Strategic Wealth Partners's VWO Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.2% in Q1 2026, selling an estimated $10.7K and leaving 5,868 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #249.

Strategic Wealth Partners first reported a position in VWO in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.16M in Q4 2017. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Strategic Wealth Partners held 5,868 shares of Vanguard FTSE Emerging Markets ETF worth $317K as of Q1 2026.
  • Strategic Wealth Partners sold 191 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $10.7K.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #249 holding.
  • Strategic Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $4.16M in Q4 2017.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.