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Uptown Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Uptown Financial Advisors’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 		$475K Sell
7,964
-62
-0.8% -$3.64K 0.31% 47
2026
Q1 		$434K Hold
8,026
– – 0.34% 40
2025
Q4 		$431K Buy
8,026
+11
+0.1% +$598 0.31% 43
2025
Q3 		$434K Sell
8,015
-234
-3% -$12.1K 0.36% 42
2025
Q2 		$408K Sell
8,249
-76
-0.9% -$3.52K 0.35% 43
2025
Q1 		$377K Buy
8,325
+52
+0.6% +$2.34K 0.38% 39
2024
Q4 		$364K Buy
+8,273
New +$385K 0.39% 38

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Uptown Financial Advisors's VWO Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.77% in Q2 2026, selling an estimated $3.64K and leaving 7,964 shares worth $475K. The position accounts for 0.31% of the portfolio, ranked #47.

Uptown Financial Advisors first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Uptown Financial Advisors held 7,964 shares of Vanguard FTSE Emerging Markets ETF worth $475K as of Q2 2026.
  • Uptown Financial Advisors sold 62 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $3.64K.
  • Vanguard FTSE Emerging Markets ETF made up 0.31% of Uptown Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Uptown Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 764 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.