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

Summit Financial’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 		$22.9M Buy
422,809
+44,907
+12% +$2.52M 0.29% 64
2025
Q4 		$20.3M Buy
377,902
+9,025
+2% +$490K 0.3% 63
2025
Q3 		$20M Buy
368,877
+25,056
+7% +$1.29M 0.31% 61
2025
Q2 		$17M Buy
343,821
+42,969
+14% +$1.99M 0.38% 49
2025
Q1 		$13.6M Buy
300,852
+45,115
+18% +$2.03M 0.38% 48
2024
Q4 		$11.3M Buy
255,737
+12,689
+5% +$590K 0.39% 44
2024
Q3 		$11.6M Buy
243,048
+1,284
+0.5% +$57.2K 0.46% 39
2024
Q2 		$10.6M Buy
241,764
+78,936
+48% +$3.4M 0.48% 34
2024
Q1 		$6.8M Sell
162,828
-18,911
-10% -$772K 0.4% 35
2023
Q4 		$7.47M Buy
181,739
+8,862
+5% +$352K 0.49% 28
2023
Q3 		$6.78M Sell
172,877
-18,522
-10% -$756K 0.5% 26
2023
Q2 		$7.79M Buy
191,399
+16,565
+9% +$668K 0.57% 22
2023
Q1 		$7.06M Sell
174,834
-3,559
-2% -$145K 0.62% 17
2022
Q4 		$6.95M Buy
178,393
+138,757
+350% +$5.29M 0.65% 17
2022
Q3 		$1.45M Buy
39,636
+10,361
+35% +$421K 0.14% 78
2022
Q2 		$1.22M Sell
29,275
-3,012
-9% -$130K 0.11% 84
2022
Q1 		$1.49M Buy
32,287
+3,103
+11% +$149K 0.12% 85
2021
Q4 		$1.44M Buy
29,184
+6,536
+29% +$330K 0.11% 79
2021
Q3 		$1.13M Buy
22,648
+2,261
+11% +$117K 0.1% 76
2021
Q2 		$1.11M Buy
20,387
+2,375
+13% +$126K 0.11% 46
2021
Q1 		$938K Buy
18,012
+32
+0.2% +$1.7K 0.12% 30
2020
Q4 		$901K Sell
17,980
-2,249
-11% -$106K 0.13% 29
2020
Q3 		$875K Sell
20,229
-3,877
-16% -$169K 0.14% 22
2020
Q2 		$955K Sell
24,106
-12,411
-34% -$459K 0.17% 19
2020
Q1 		$1.23M Buy
36,517
+415
+1% +$16.9K 0.27% 15
2019
Q4 		$1.61M Sell
36,102
-1,709
-5% -$72.4K 0.27% 14
2019
Q3 		$2.18M Buy
37,811
+1,848
+5% +$76.3K 0.37% 16
2019
Q2 		$1.53M Buy
35,963
+1,417
+4% +$59.6K 0.26% 16
2019
Q1 		$1.47M Buy
34,546
+4,679
+16% +$193K 0.25% 18
2018
Q4 		$1.14M Buy
+29,867
New +$1.16M 0.22% 18

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

Summit Financial's VWO Position: Q1 2026 in Review

Summit Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q1 2026, buying an estimated $2.52M and bringing the position to 422,809 shares worth $22.9M. The position accounts for 0.29% of the portfolio, ranked #64.

Summit Financial first reported a position in VWO in Q4 2018 and has held it in 30 quarters since. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Summit Financial held 422,809 shares of Vanguard FTSE Emerging Markets ETF worth $22.9M as of Q1 2026.
  • Summit Financial bought 44,907 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $2.52M.
  • Vanguard FTSE Emerging Markets ETF made up 0.29% of Summit Financial's portfolio in Q1 2026, its #64 holding.
  • Summit Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.