SFC
VWO icon

Swisher Financial Concepts’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Swisher Financial Concepts’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 		$115K Sell
1,924
-3,436
-64% -$202K 0.07% 89
2026
Q1 		$290K Sell
5,360
-155
-3% -$8.68K 0.16% 74
2025
Q4 		$296K Sell
5,515
-397
-7% -$21.6K 0.17% 74
2025
Q3 		$320K Sell
5,912
-452
-7% -$23.3K 0.19% 65
2025
Q2 		$315K Sell
6,364
-350
-5% -$16.2K 0.2% 67
2025
Q1 		$304K Buy
6,714
+803
+14% +$36.1K 0.25% 53
2024
Q4 		$260K Sell
5,911
-16,430
-74% -$764K 0.31% 50
2024
Q3 		$1.02M Buy
22,341
+9,173
+70% +$408K 0.64% 29
2024
Q2 		$580K Sell
13,168
-1,271
-9% -$54.7K 0.59% 28
2024
Q1 		$612K Sell
14,439
-40,258
-74% -$1.64M 0.53% 32
2023
Q4 		$2.17M Buy
+54,697
New +$2.17M 2.08% 16

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Swisher Financial Concepts's VWO Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 64% in Q2 2026, selling an estimated $202K and leaving 1,924 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #89.

Swisher Financial Concepts first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q4 2023. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Swisher Financial Concepts held 1,924 shares of Vanguard FTSE Emerging Markets ETF worth $115K as of Q2 2026.
  • Swisher Financial Concepts sold 3,436 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $202K.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Swisher Financial Concepts's portfolio in Q2 2026, its #89 holding.
  • Swisher Financial Concepts first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's Vanguard FTSE Emerging Markets ETF position peaked at $2.17M in Q4 2023.
  • 2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.