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Topel & Distasi Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Topel & Distasi Wealth 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 		$2.51M Sell
42,004
-1,429
-3% -$84K 1.21% 26
2026
Q1 		$2.35M Buy
43,433
+1,430
+3% +$80.1K 1.21% 25
2025
Q4 		$2.26M Sell
42,003
-936
-2% -$50.8K 1.1% 26
2025
Q3 		$2.33M Buy
42,939
+2,393
+6% +$123K 1.15% 27
2025
Q2 		$2.01M Sell
40,546
-484
-1% -$22.4K 1.05% 28
2025
Q1 		$1.86M Sell
41,030
-8,039
-16% -$362K 0.87% 31
2024
Q4 		$2.16M Sell
49,069
-363
-0.7% -$16.9K 0.93% 31
2024
Q3 		$2.37M Sell
49,432
-35,917
-42% -$1.6M 0.98% 30
2024
Q2 		$3.73M Sell
85,349
-2,643
-3% -$114K 1.64% 21
2024
Q1 		$3.68M Sell
87,992
-6,695
-7% -$273K 1.63% 21
2023
Q4 		$3.89M Sell
94,687
-1,584
-2% -$62.8K 1.85% 20
2023
Q3 		$3.77M Buy
96,271
+1,947
+2% +$79.5K 1.98% 19
2023
Q2 		$3.84M Buy
94,324
+748
+0.8% +$30.2K 1.93% 20
2023
Q1 		$3.78M Buy
93,576
+2,461
+3% +$100K 1.97% 18
2022
Q4 		$3.55M Hold
91,115
– – 1.99% 19
2022
Q3 		$3.54M Buy
91,115
+7,389
+9% +$300K 1.95% 19
2022
Q2 		$3.49M Buy
83,726
+280
+0.3% +$12.1K 2.02% 14
2022
Q1 		$3.85M Buy
83,446
+9,199
+12% +$443K 1.61% 21
2021
Q4 		$3.67M Buy
+74,247
New +$3.74M 1.5% 28

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

Topel & Distasi Wealth Management's VWO Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.3% in Q2 2026, selling an estimated $84K and leaving 42,004 shares worth $2.51M. The position accounts for 1.21% of the portfolio, ranked #26.

Topel & Distasi Wealth Management first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.89M in Q4 2023. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Topel & Distasi Wealth Management held 42,004 shares of Vanguard FTSE Emerging Markets ETF worth $2.51M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 1,429 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $84K.
  • Vanguard FTSE Emerging Markets ETF made up 1.21% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.89M in Q4 2023.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.