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

Summit Financial Wealth Advisors’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	$530K	Buy	8,875 +1,396	+19%	+$82K	0.07%	125
2026 Q1	$404K	Hold	7,479	–	–	0.06%	129
2025 Q4	$402K	Buy	+7,479	New	+$406K	0.06%	127
2021 Q3	–	Sell	-4,300	Closed	-$234K	–	132
2021 Q2	$234K	Sell	4,300 -175	-4%	-$9.32K	0.05%	113
2021 Q1	$224K	Buy	+4,475	New	+$238K	0.06%	104
2020 Q4	–	Sell	-4,605	Closed	-$204K	–	118
2020 Q3	$204K	Sell	4,605 -285	-6%	-$12.4K	0.05%	111
2020 Q2	$212K	Sell	4,890 -2,325	-32%	-$86.1K	0.06%	112
2020 Q1	$247K	Hold	7,215	–	–	0.08%	103
2019 Q4	$309K	Buy	+7,215	New	+$306K	0.08%	110
2019 Q3	–	Sell	-4,765	Closed	-$203K	–	154
2019 Q2	$203K	Sell	4,765 -1,039	-18%	-$43.7K	0.05%	145
2019 Q1	$251K	Hold	5,804	–	–	0.07%	117
2018 Q4	$221K	Buy	+5,804	New	+$225K	0.07%	117

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

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

CCWA

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

WPC

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Summit Financial Wealth Advisors's VWO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 19% in Q2 2026, buying an estimated $82K and bringing the position to 8,875 shares worth $530K. The position accounts for 0.07% of the portfolio, ranked #125.

Summit Financial Wealth Advisors first reported a position in VWO in Q4 2018 and has held it in 12 quarters since. 883 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Summit Financial Wealth Advisors held 8,875 shares of Vanguard FTSE Emerging Markets ETF worth $530K as of Q2 2026.
Summit Financial Wealth Advisors bought 1,396 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $82K.
Vanguard FTSE Emerging Markets ETF made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Summit Financial Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 12 quarters since.
883 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.