Valley Wealth Managers’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Valley Wealth Managers’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 Q3	$1.32M	Sell	22,173 -1,415	-6%	-$84.5K	0.07%	131
2026 Q2	$1.41M	Sell	23,588 -1,334	-5%	-$78.4K	0.08%	133
2026 Q1	$1.35M	Sell	24,922 -2,557	-9%	-$143K	0.09%	125
2025 Q4	$1.48M	Sell	27,479 -807	-3%	-$43.8K	0.09%	124
2025 Q3	$1.53M	Sell	28,286 -1,831	-6%	-$94.3K	0.1%	120
2025 Q2	$1.49M	Sell	30,117 -610	-2%	-$28.3K	0.11%	121
2025 Q1	$1.39M	Sell	30,727 -1,199	-4%	-$54K	0.11%	121
2024 Q4	$1.41M	Sell	31,926 -3,491	-10%	-$162K	0.11%	120
2024 Q3	$1.69M	Buy	35,417 +199	+0.6%	+$8.86K	0.13%	117
2024 Q2	$1.54M	Sell	35,218 -768	-2%	-$33.1K	0.12%	120
2024 Q1	$1.5M	Buy	35,986 +93	+0.3%	+$3.79K	0.11%	118
2023 Q4	$1.48M	Buy	35,893 +272	+0.8%	+$10.8K	0.12%	117
2023 Q3	$1.4M	Sell	35,621 -2,985	-8%	-$122K	0.12%	121
2023 Q2	$1.57M	Sell	38,606 -727	-2%	-$29.3K	0.14%	100
2023 Q1	$1.59M	Buy	39,333 +4,949	+14%	+$202K	0.14%	99
2022 Q4	$1.34M	Buy	34,384 +1,032	+3%	+$39.3K	0.12%	104
2022 Q3	$1.22M	Sell	33,352 -2,267	-6%	-$92K	0.12%	105
2022 Q2	$1.48M	Sell	35,619 -8,163	-19%	-$352K	0.14%	101
2022 Q1	$2.02M	Buy	43,782 +954	+2%	+$45.9K	0.17%	101
2021 Q4	$2.12M	Sell	42,828 -2,017	-4%	-$102K	0.17%	101
2021 Q3	$2.24M	Buy	44,845 +195	+0.4%	+$10.1K	0.2%	98
2021 Q2	$2.42M	Buy	44,650 +5,340	+14%	+$284K	0.21%	96
2021 Q1	$2.05M	Buy	39,310 +4,337	+12%	+$231K	0.18%	96
2020 Q4	$1.75M	Sell	34,973 -1,645	-4%	-$77.3K	0.17%	99
2020 Q3	$1.58M	Sell	36,618 -4,158	-10%	-$181K	0.17%	94
2020 Q2	$1.61M	Buy	40,776 +5,576	+16%	+$206K	0.18%	93
2020 Q1	$1.18M	Buy	35,200 +6,366	+22%	+$260K	0.15%	93
2019 Q4	$1.28M	Sell	28,834 -5,595	-16%	-$237K	0.13%	98
2019 Q3	$1.39M	Sell	34,429 -7,500	-18%	-$310K	0.15%	95
2019 Q2	$1.78M	Sell	41,929 -471	-1%	-$19.8K	0.19%	95
2019 Q1	$1.8M	Buy	+42,400	New	+$1.75M	0.2%	85

Other funds holding VWO

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Valley Wealth Managers's VWO Position: Q3 2026 in Review

Valley Wealth Managers reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6% in Q3 2026, selling an estimated $84.5K and leaving 22,173 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #131.

Valley Wealth Managers first reported a position in VWO in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.42M in Q2 2021. 160 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Valley Wealth Managers held 22,173 shares of Vanguard FTSE Emerging Markets ETF worth $1.32M as of Q3 2026.
Valley Wealth Managers sold 1,415 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $84.5K.
Vanguard FTSE Emerging Markets ETF made up 0.07% of Valley Wealth Managers's portfolio in Q3 2026, its #131 holding.
Valley Wealth Managers first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and has held it in 31 quarters since.
Valley Wealth Managers's Vanguard FTSE Emerging Markets ETF position peaked at $2.42M in Q2 2021.
160 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.