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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triad Wealth Partners's VWO Position: Q1 2026 in Review

Triad Wealth Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.6% in Q1 2026, selling an estimated $25.8K and leaving 17,174 shares worth $928K. The position accounts for 0.07% of the portfolio, ranked #181.

Triad Wealth Partners first reported a position in VWO in Q2 2024 and has held it in 7 quarters since. The position peaked at $948K in Q4 2025. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Triad Wealth Partners held 17,174 shares of Vanguard FTSE Emerging Markets ETF worth $928K as of Q1 2026.
  • Triad Wealth Partners sold 460 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $25.8K.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #181 holding.
  • Triad Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $948K in Q4 2025.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.