Synergy Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Synergy Asset Management’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	$833K	Sell	13,955 -4,686	-25%	-$275K	0.08%	132
2026 Q1	$1.01M	Buy	18,641 +4,488	+32%	+$251K	0.11%	116
2025 Q4	$761K	Sell	14,153 -32,254	-70%	-$1.75M	0.08%	110
2025 Q3	$2.37M	Buy	46,407 +31,373	+209%	+$1.62M	0.09%	124
2025 Q2	$744K	Buy	+15,034	New	+$697K	0.09%	106
2025 Q1	–	Sell	-289	Closed	-$13.8K	–	853
2024 Q4	$13.8K	Buy	+289	New	+$13.4K	﹤0.01%	412

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

Synergy Asset Management's VWO Position: Q2 2026 in Review

Synergy Asset Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 25% in Q2 2026, selling an estimated $275K and leaving 13,955 shares worth $833K. The position accounts for 0.08% of the portfolio, ranked #132.

Synergy Asset Management first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.37M in Q3 2025. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Synergy Asset Management held 13,955 shares of Vanguard FTSE Emerging Markets ETF worth $833K as of Q2 2026.
Synergy Asset Management sold 4,686 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $275K.
Vanguard FTSE Emerging Markets ETF made up 0.08% of Synergy Asset Management's portfolio in Q2 2026, its #132 holding.
Synergy Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
Synergy Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.37M in Q3 2025.
2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.