TWP
VWO icon

Triad Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Triad Wealth Partners’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 		$1.09M Buy
18,460
+1,286
+7% +$75.6K 0.06% 195
2026
Q1 		$928K Sell
17,174
-460
-3% -$25.8K 0.07% 181
2025
Q4 		$948K Buy
17,634
+2,943
+20% +$160K 0.09% 163
2025
Q3 		$796K Buy
14,691
+3,237
+28% +$167K 0.1% 144
2025
Q2 		$567K Buy
11,454
+3,131
+38% +$145K 0.11% 138
2025
Q1 		$377K Buy
8,323
+995
+14% +$44.8K 0.12% 131
2024
Q4 		$323K Buy
+7,328
New +$341K 0.12% 126
2024
Q3 		– Sell
-1,525
Closed -$66.7K – 924
2024
Q2 		$66.7K Buy
+1,525
New +$65.7K 0.04% 186

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

Triad Wealth Partners's VWO Position: Q2 2026 in Review

Triad Wealth Partners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.5% in Q2 2026, buying an estimated $75.6K and bringing the position to 18,460 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #195.

Triad Wealth Partners first reported a position in VWO in Q2 2024 and has held it in 8 quarters since. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Triad Wealth Partners held 18,460 shares of Vanguard FTSE Emerging Markets ETF worth $1.09M as of Q2 2026.
  • Triad Wealth Partners bought 1,286 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $75.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Triad Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.