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The Family Firm’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

The Family Firm’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
2025
Q2 		$6.2M Sell
125,288
-178
-0.1% -$8.26K 1.49% 16
2025
Q1 		$5.68M Buy
125,466
+189
+0.2% +$8.51K 1.27% 17
2024
Q4 		$5.52M Buy
125,277
+11,991
+11% +$557K 1.23% 17
2024
Q3 		$5.42M Buy
113,286
+1,349
+1% +$60.1K 1.19% 19
2024
Q2 		$4.9M Sell
111,937
-853
-0.8% -$36.7K 1.09% 18
2024
Q1 		$4.71M Sell
112,790
-4,369
-4% -$178K 1.15% 20
2023
Q4 		$4.82M Buy
117,159
+7,759
+7% +$308K 1.24% 17
2023
Q3 		$4.29M Buy
109,400
+1,703
+2% +$69.5K 1.2% 20
2023
Q2 		$4.38M Buy
107,697
+1,329
+1% +$53.6K 1.16% 20
2023
Q1 		$4.3M Buy
106,368
+1,263
+1% +$51.5K 1.19% 19
2022
Q4 		$4.1M Buy
105,105
+29,048
+38% +$1.11M 1.2% 20
2022
Q3 		$2.77M Sell
76,057
-1,166
-2% -$47.3K 0.89% 24
2022
Q2 		$3.22M Sell
77,223
-620
-0.8% -$26.8K 0.95% 22
2022
Q1 		$3.59M Buy
77,843
+1,689
+2% +$81.3K 0.94% 23
2021
Q4 		$3.77M Sell
76,154
-1,362
-2% -$68.7K 0.97% 21
2021
Q3 		$4.06M Buy
77,516
+9,738
+14% +$503K 1.07% 20
2021
Q2 		$3.68M Sell
67,778
-777
-1% -$41.4K 1% 22
2021
Q1 		$3.57M Sell
68,555
-322
-0.5% -$17.1K 1.03% 22
2020
Q4 		$3.62M Buy
68,877
+5,421
+9% +$255K 1.08% 20
2020
Q3 		$2.74M Sell
63,456
-936
-1% -$40.7K 0.98% 20
2020
Q2 		$2.55M Sell
64,392
-6,996
-10% -$259K 0.95% 22
2020
Q1 		$2.4M Buy
71,388
+1,975
+3% +$80.5K 1.02% 21
2019
Q4 		$3.09M Sell
69,413
-1,453
-2% -$61.6K 1.04% 22
2019
Q3 		$2.85M Sell
70,866
-600
-0.8% -$24.8K 1.01% 22
2019
Q2 		$3.04M Buy
71,466
+2,443
+4% +$103K 1.07% 22
2019
Q1 		$2.93M Sell
69,023
-889
-1% -$36.6K 1.07% 22
2018
Q4 		$2.66M Buy
69,912
+10,294
+17% +$399K 1.06% 22
2018
Q3 		$2.44M Buy
59,618
+6,796
+13% +$286K 0.89% 24
2018
Q2 		$2.23M Buy
52,822
+2,543
+5% +$115K 0.84% 24
2018
Q1 		$2.36M Sell
50,279
-2,476
-5% -$119K 0.92% 24
2017
Q4 		$2.42M Sell
52,755
-5,145
-9% -$230K 0.96% 23
2017
Q3 		$2.52M Buy
57,900
+6,797
+13% +$294K 1.05% 23
2017
Q2 		$2.09M Sell
51,103
-228
-0.4% -$9.24K 0.92% 24
2017
Q1 		$2.04M Sell
51,331
-6,217
-11% -$240K 0.97% 23
2016
Q4 		$2.06M Buy
57,548
+139
+0.2% +$5.09K 0.97% 23
2016
Q3 		$2.16M Sell
57,409
-2,443
-4% -$90.9K 1.03% 21
2016
Q2 		$2.11M Sell
59,852
-3,874
-6% -$132K 1.05% 19
2016
Q1 		$2.2M Buy
63,726
+2,726
+4% +$85.5K 1.12% 19
2015
Q4 		$2M Sell
61,000
-10,331
-14% -$356K 1.06% 20
2015
Q3 		$2.36M Buy
71,331
+10,637
+18% +$386K 1.28% 17
2015
Q2 		$2.48M Sell
60,694
-3,529
-5% -$152K 1.28% 17
2015
Q1 		$2.63M Sell
64,223
-1,058
-2% -$43K 1.34% 16
2014
Q4 		$2.61M Buy
+65,281
New +$2.69M 1.36% 16

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

The Family Firm's VWO Position: Q2 2025 in Review

The Family Firm reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.14% in Q2 2025, selling an estimated $8.26K and leaving 125,288 shares worth $6.2M. The position accounts for 1.49% of the portfolio, ranked #16.

The Family Firm first reported a position in VWO in Q4 2014 and has held it in 43 quarters since. 2,264 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

  • The Family Firm held 125,288 shares of Vanguard FTSE Emerging Markets ETF worth $6.2M as of Q2 2025.
  • The Family Firm sold 178 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $8.26K.
  • Vanguard FTSE Emerging Markets ETF made up 1.49% of The Family Firm's portfolio in Q2 2025, its #16 holding.
  • The Family Firm first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 43 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.