Summit Wealth & Retirement Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Summit Wealth & Retirement Planning’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	$799K	Buy	13,391 +34	+0.3%	+$2K	0.17%	48
2026 Q1	$722K	Buy	13,357 +2,961	+28%	+$166K	0.17%	46
2025 Q4	$559K	Buy	10,396 +250	+2%	+$13.6K	0.13%	55
2025 Q3	$550K	Buy	10,146 +62	+0.6%	+$3.19K	0.14%	52
2025 Q2	$499K	Buy	10,084 +3,829	+61%	+$178K	0.13%	54
2025 Q1	$283K	Buy	6,255 +468	+8%	+$21.1K	0.09%	60
2024 Q4	$255K	Buy	+5,787	New	+$269K	0.08%	65
2022 Q3	–	Sell	-7,221	Closed	-$301K	–	117
2022 Q2	$301K	Buy	+7,221	New	+$312K	0.12%	90
2021 Q4	–	Sell	-5,792	Closed	-$290K	–	98
2021 Q3	$290K	Buy	+5,792	New	+$299K	0.11%	74

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 Wealth & Retirement Planning's VWO Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.25% in Q2 2026, buying an estimated $2K and bringing the position to 13,391 shares worth $799K. The position accounts for 0.17% of the portfolio, ranked #48.

Summit Wealth & Retirement Planning first reported a position in VWO in Q3 2021 and has held it in 9 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Summit Wealth & Retirement Planning held 13,391 shares of Vanguard FTSE Emerging Markets ETF worth $799K as of Q2 2026.
Summit Wealth & Retirement Planning bought 34 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2K.
Vanguard FTSE Emerging Markets ETF made up 0.17% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #48 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and has held it in 9 quarters since.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.