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

SWP Financial’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 		$2.78M Sell
46,545
-32,928
-41% -$1.94M 1.28% 26
2026
Q1 		$4.3M Sell
79,473
-49,212
-38% -$2.76M 2.19% 12
2025
Q4 		$6.92M Buy
128,685
+47,322
+58% +$2.57M 3.47% 8
2025
Q3 		$4.41M Buy
81,363
+14,142
+21% +$729K 2.25% 13
2025
Q2 		$3.32M Buy
67,221
+26,919
+67% +$1.25M 1.83% 17
2025
Q1 		$1.82M Buy
40,302
+10,441
+35% +$470K 1.11% 27
2024
Q4 		$1.32M Buy
29,861
+25,243
+547% +$1.17M 0.79% 29
2024
Q3 		$221K Buy
+4,618
New +$206K 0.13% 50
2024
Q2 		– Sell
-6,212
Closed -$259K – 53
2024
Q1 		$259K Sell
6,212
-204
-3% -$8.32K 0.18% 39
2023
Q4 		$264K Buy
+6,416
New +$254K 0.2% 37

Other funds holding VWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

SWP Financial's VWO Position: Q2 2026 in Review

SWP Financial reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 41% in Q2 2026, selling an estimated $1.94M and leaving 46,545 shares worth $2.78M. The position accounts for 1.28% of the portfolio, ranked #26.

SWP Financial first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.92M in Q4 2025. 1,444 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • SWP Financial held 46,545 shares of Vanguard FTSE Emerging Markets ETF worth $2.78M as of Q2 2026.
  • SWP Financial sold 32,928 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.94M.
  • Vanguard FTSE Emerging Markets ETF made up 1.28% of SWP Financial's portfolio in Q2 2026, its #26 holding.
  • SWP Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • SWP Financial's Vanguard FTSE Emerging Markets ETF position peaked at $6.92M in Q4 2025.
  • 1,444 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.