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 Q2	$26.6M	Buy	445,583 +22,774	+5%	+$1.34M	0.29%	67
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Summit Financial's VWO Position: Q2 2026 in Review

Summit Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.4% in Q2 2026, buying an estimated $1.34M and bringing the position to 445,583 shares worth $26.6M. The position accounts for 0.29% of the portfolio, ranked #67.

Summit Financial first reported a position in VWO in Q4 2018 and has held it in 31 quarters since. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Summit Financial held 445,583 shares of Vanguard FTSE Emerging Markets ETF worth $26.6M as of Q2 2026.
Summit Financial bought 22,774 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.34M.
Vanguard FTSE Emerging Markets ETF made up 0.29% of Summit Financial's portfolio in Q2 2026, its #67 holding.
Summit Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.