SWG
VWO icon

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

Summit Wealth Group’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 		$6.28M Buy
116,147
+1,822
+2% +$102K 1.44% 20
2025
Q4 		$6.15M Buy
114,325
+577
+0.5% +$31.3K 1.44% 21
2025
Q3 		$6.16M Buy
113,748
+745
+0.7% +$38.4K 1.49% 20
2025
Q2 		$5.59M Buy
113,003
+4,351
+4% +$202K 1.44% 22
2025
Q1 		$4.92M Buy
108,652
+105
+0.1% +$4.73K 1.44% 20
2024
Q4 		$4.78M Buy
108,547
+4,696
+5% +$218K 1.38% 22
2024
Q3 		$4.97M Buy
103,851
+5,873
+6% +$261K 1.43% 20
2024
Q2 		$4.29M Buy
+97,978
New +$4.22M 1.29% 19
2023
Q3 		– Sell
-85,037
Closed -$3.46M – 78
2023
Q2 		$3.46M Sell
85,037
-3,336,226
-98% -$135M 1.4% 16
2023
Q1 		$85K Buy
+3,421,263
New +$139M 2.03% 12
2021
Q4 		– Sell
-8,848
Closed -$442K – 52
2021
Q3 		$442K Buy
+8,848
New +$457K 0.7% 25
2021
Q1 		– Sell
-72,401
Closed -$3.63M – 220
2020
Q4 		$3.63M Sell
72,401
-12,723
-15% -$598K 2.28% 13
2020
Q3 		$3.68M Buy
85,124
+2,327
+3% +$101K 3.2% 12
2020
Q2 		$3.28M Sell
82,797
-5,393
-6% -$200K 3% 12
2020
Q1 		$2.96M Buy
88,190
+3,777
+4% +$154K 3% 11
2019
Q4 		$3.75M Buy
+84,413
New +$3.58M 3.54% 9

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 Wealth Group's VWO Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.6% in Q1 2026, buying an estimated $102K and bringing the position to 116,147 shares worth $6.28M. The position accounts for 1.44% of the portfolio, ranked #20.

Summit Wealth Group first reported a position in VWO in Q4 2019 and has held it in 16 quarters since. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Summit Wealth Group held 116,147 shares of Vanguard FTSE Emerging Markets ETF worth $6.28M as of Q1 2026.
  • Summit Wealth Group bought 1,822 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $102K.
  • Vanguard FTSE Emerging Markets ETF made up 1.44% of Summit Wealth Group's portfolio in Q1 2026, its #20 holding.
  • Summit Wealth Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 16 quarters since.
  • 2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.