SWRP
VWO icon

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
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
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 & Retirement Planning's VWO Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 28% in Q1 2026, buying an estimated $166K and bringing the position to 13,357 shares worth $722K. The position accounts for 0.17% of the portfolio, ranked #46.

Summit Wealth & Retirement Planning first reported a position in VWO in Q3 2021 and has held it in 8 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Summit Wealth & Retirement Planning held 13,357 shares of Vanguard FTSE Emerging Markets ETF worth $722K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 2,961 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $166K.
  • Vanguard FTSE Emerging Markets ETF made up 0.17% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #46 holding.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and has held it in 8 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.