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Summit Wealth Group (Colorado)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.81M Buy
30,277
+100
+0.3% +$5.88K 0.15% 88
2026
Q1 		$1.63M Buy
30,177
+8,886
+42% +$498K 0.17% 75
2025
Q4 		$1.14M Buy
+21,291
New +$1.16M 0.15% 85
2025
Q3 		– Sell
-22,617
Closed -$1.12M – 457
2025
Q2 		$1.12M Buy
+22,617
New +$1.05M 0.28% 84

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
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 Wealth Group (Colorado)'s VWO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.33% in Q2 2026, buying an estimated $5.88K and bringing the position to 30,277 shares worth $1.81M. The position accounts for 0.15% of the portfolio, ranked #88.

Summit Wealth Group (Colorado) first reported a position in VWO in Q2 2025 and has held it in 4 quarters since. 1,194 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Summit Wealth Group (Colorado) held 30,277 shares of Vanguard FTSE Emerging Markets ETF worth $1.81M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 100 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $5.88K.
  • Vanguard FTSE Emerging Markets ETF made up 0.15% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #88 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.