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

Summit Wealth Partners’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	$2.6M	Sell	43,521 -392	-0.9%	-$23K	0.37%	63
2026 Q1	$2.37M	Sell	43,913 -1,014	-2%	-$56.8K	0.38%	61
2025 Q4	$2.42M	Sell	44,927 -1,708	-4%	-$92.8K	0.45%	48
2025 Q3	$2.53M	Sell	46,635 -1,372	-3%	-$70.7K	0.46%	48
2025 Q2	$2.37M	Sell	48,007 -2,197	-4%	-$102K	0.45%	48
2025 Q1	$2.27M	Sell	50,204 -1,744	-3%	-$78.5K	0.46%	48
2024 Q4	$2.29M	Sell	51,948 -3,083	-6%	-$143K	0.47%	46
2024 Q3	$2.63M	Sell	55,031 -4,430	-7%	-$197K	0.51%	42
2024 Q2	$2.6M	Sell	59,461 -19,134	-24%	-$824K	0.54%	40
2024 Q1	$3.28M	Sell	78,595 -9,414	-11%	-$384K	0.7%	34
2023 Q4	$3.62M	Sell	88,009 -11,255	-11%	-$446K	0.84%	30
2023 Q3	$3.89M	Buy	99,264 +4,807	+5%	+$196K	0.99%	25
2023 Q2	$3.84M	Buy	94,457 +391	+0.4%	+$15.8K	0.96%	26
2023 Q1	$3.8M	Buy	94,066 +698	+0.7%	+$28.4K	0.98%	25
2022 Q4	$3.64M	Buy	93,368 +18,548	+25%	+$707K	0.97%	27
2022 Q3	$2.73M	Sell	74,820 -930	-1%	-$37.8K	0.77%	31
2022 Q2	$3.15M	Buy	75,750 +28,387	+60%	+$1.23M	0.84%	28
2022 Q1	$2.18M	Sell	47,363 -4,447	-9%	-$214K	0.49%	33
2021 Q4	$2.56M	Buy	51,810 +15,634	+43%	+$788K	0.55%	33
2021 Q3	$1.81M	Sell	36,176 -1,371	-4%	-$70.8K	0.43%	34
2021 Q2	$2.04M	Buy	37,547 +5,158	+16%	+$275K	0.49%	33
2021 Q1	$1.69M	Buy	32,389 +2,359	+8%	+$126K	0.43%	35
2020 Q4	$1.5M	Sell	30,030 -4,020	-12%	-$189K	0.41%	38
2020 Q3	$1.47M	Sell	34,050 -2,642	-7%	-$115K	0.44%	40
2020 Q2	$1.45M	Buy	36,692 +19,643	+115%	+$727K	0.47%	40
2020 Q1	$572K	Buy	+17,049	New	+$695K	0.23%	57

Other funds holding VWO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Summit Wealth Partners's VWO Position: Q2 2026 in Review

Summit Wealth Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.89% in Q2 2026, selling an estimated $23K and leaving 43,521 shares worth $2.6M. The position accounts for 0.37% of the portfolio, ranked #63.

Summit Wealth Partners first reported a position in VWO in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.89M in Q3 2023. 1,491 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Summit Wealth Partners held 43,521 shares of Vanguard FTSE Emerging Markets ETF worth $2.6M as of Q2 2026.
Summit Wealth Partners sold 392 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $23K.
Vanguard FTSE Emerging Markets ETF made up 0.37% of Summit Wealth Partners's portfolio in Q2 2026, its #63 holding.
Summit Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 26 quarters since.
Summit Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $3.89M in Q3 2023.
1,491 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.