Summit Financial Strategies’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Summit Financial Strategies’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	$3.27M	Sell	54,857 -7,792	-12%	-$458K	0.23%	40
2026 Q1	$3.39M	Sell	62,649 -5,874	-9%	-$329K	0.27%	34
2025 Q4	$3.68M	Sell	68,523 -4,954	-7%	-$269K	0.3%	34
2025 Q3	$3.98M	Sell	73,477 -1,269	-2%	-$65.4K	0.34%	30
2025 Q2	$3.7M	Buy	74,746 +446	+0.6%	+$20.7K	0.34%	29
2025 Q1	$3.36M	Sell	74,300 -3,988	-5%	-$180K	0.34%	29
2024 Q4	$3.45M	Sell	78,288 -1,039	-1%	-$48.3K	0.38%	30
2024 Q3	$3.8M	Sell	79,327 -3,443	-4%	-$153K	0.43%	27
2024 Q2	$3.62M	Sell	82,770 -4,737	-5%	-$204K	0.45%	28
2024 Q1	$3.66M	Sell	87,507 -16,217	-16%	-$662K	0.51%	25
2023 Q4	$4.26M	Sell	103,724 -130,917	-56%	-$5.19M	0.65%	23
2023 Q3	$9.2M	Buy	234,641 +42,749	+22%	+$1.75M	1.75%	12
2023 Q2	$7.81M	Buy	191,892 +51,843	+37%	+$2.09M	1.46%	13
2023 Q1	$5.66M	Buy	140,049 +123,986	+772%	+$5.05M	1.11%	13
2022 Q4	$626K	Buy	16,063 +3,500	+28%	+$133K	0.13%	53
2022 Q3	$458K	Buy	12,563 +1,276	+11%	+$51.8K	0.11%	64
2022 Q2	$470K	Sell	11,287 -255	-2%	-$11K	0.11%	65
2022 Q1	$532K	Buy	11,542 +4,272	+59%	+$206K	0.11%	60
2021 Q4	$360K	Buy	7,270 +2,374	+48%	+$120K	0.07%	79
2021 Q3	$245K	Buy	4,896 +403	+9%	+$20.8K	0.05%	103
2021 Q2	$244K	Buy	+4,493	New	+$239K	0.05%	106

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Summit Financial Strategies's VWO Position: Q2 2026 in Review

Summit Financial Strategies reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q2 2026, selling an estimated $458K and leaving 54,857 shares worth $3.27M. The position accounts for 0.23% of the portfolio, ranked #40.

Summit Financial Strategies first reported a position in VWO in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.2M in Q3 2023. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Summit Financial Strategies held 54,857 shares of Vanguard FTSE Emerging Markets ETF worth $3.27M as of Q2 2026.
Summit Financial Strategies sold 7,792 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $458K.
Vanguard FTSE Emerging Markets ETF made up 0.23% of Summit Financial Strategies's portfolio in Q2 2026, its #40 holding.
Summit Financial Strategies first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and has held it in 21 quarters since.
Summit Financial Strategies's Vanguard FTSE Emerging Markets ETF position peaked at $9.2M in Q3 2023.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.