Waldron Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Waldron Private Wealth’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	$5.69M	Buy	95,385 +2,953	+3%	+$174K	0.2%	54
2026 Q1	$5M	Hold	92,432	–	–	0.19%	56
2025 Q4	$4.97M	Sell	92,432 -2,739	-3%	-$149K	0.2%	58
2025 Q3	$5.16M	Buy	95,171 +3,102	+3%	+$160K	0.21%	56
2025 Q2	$4.55M	Sell	92,069 -133	-0.1%	-$6.17K	0.2%	57
2025 Q1	$4.17M	Buy	92,202 +7,130	+8%	+$321K	0.2%	62
2024 Q4	$3.75M	Buy	85,072 +1,240	+1%	+$57.6K	0.15%	79
2024 Q3	$4.01M	Hold	83,832	–	–	0.17%	73
2024 Q2	$3.67M	Sell	83,832 -938	-1%	-$40.4K	0.16%	68
2024 Q1	$3.54M	Sell	84,770 -551	-0.6%	-$22.5K	0.16%	72
2023 Q4	$3.51M	Sell	85,321 -406	-0.5%	-$16.1K	0.17%	70
2023 Q3	$3.36M	Sell	85,727 -5,612	-6%	-$229K	0.17%	75
2023 Q2	$3.72M	Sell	91,339 -60,542	-40%	-$2.44M	0.19%	70
2023 Q1	$6.14M	Sell	151,881 -283,236	-65%	-$11.5M	0.3%	47
2022 Q4	$15.9M	Hold	435,117	–	–	0.99%	24
2022 Q3	$15.9M	Buy	435,117 +3,019	+0.7%	+$123K	0.99%	24
2022 Q2	$18M	Sell	432,098 -27,448	-6%	-$1.19M	1.01%	24
2022 Q1	$21.2M	Sell	459,546 -2,595	-0.6%	-$125K	1.09%	23
2021 Q4	$22.9M	Buy	462,141 +15,646	+4%	+$789K	1.13%	23
2021 Q3	$22.3M	Buy	446,495 +47,959	+12%	+$2.48M	1.3%	19
2021 Q2	$21.6M	Sell	398,536 -35,619	-8%	-$1.9M	1.38%	15
2021 Q1	$22.6M	Buy	434,155 +11,590	+3%	+$617K	1.57%	15
2020 Q4	$21.2M	Buy	422,565 +20,902	+5%	+$982K	1.57%	15
2020 Q3	$17.4M	Sell	401,663 -4,041	-1%	-$176K	1.48%	17
2020 Q2	$16.1M	Buy	405,704 +176,837	+77%	+$6.55M	1.42%	19
2020 Q1	$7.68M	Buy	228,867 +160,253	+234%	+$6.53M	0.82%	31
2019 Q4	$3.05M	Sell	68,614 -1,523	-2%	-$64.5K	0.27%	56
2019 Q3	$2.82M	Sell	70,137 -50,280	-42%	-$2.08M	0.29%	56
2019 Q2	$5.12M	Sell	120,417 -5,421	-4%	-$228K	0.54%	30
2019 Q1	$5.35M	Buy	125,838 +108,323	+618%	+$4.46M	0.6%	29
2018 Q4	$667K	Buy	17,515 +9,081	+108%	+$352K	0.1%	100
2018 Q3	$345K	Buy	8,434 +58	+0.7%	+$2.44K	0.07%	132
2018 Q2	$353K	Buy	8,376 +1,379	+20%	+$62.3K	0.08%	118
2018 Q1	$328K	Buy	6,997 +935	+15%	+$44.8K	0.07%	117
2017 Q4	$278K	Buy	+6,062	New	+$271K	0.07%	130

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Waldron Private Wealth's VWO Position: Q2 2026 in Review

Waldron Private Wealth increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.2% in Q2 2026, buying an estimated $174K and bringing the position to 95,385 shares worth $5.69M. The position accounts for 0.2% of the portfolio, ranked #54.

Waldron Private Wealth first reported a position in VWO in Q4 2017 and has held it in 35 quarters since. The position peaked at $22.9M in Q4 2021. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Waldron Private Wealth held 95,385 shares of Vanguard FTSE Emerging Markets ETF worth $5.69M as of Q2 2026.
Waldron Private Wealth bought 2,953 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $174K.
Vanguard FTSE Emerging Markets ETF made up 0.2% of Waldron Private Wealth's portfolio in Q2 2026, its #54 holding.
Waldron Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 35 quarters since.
Waldron Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $22.9M in Q4 2021.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.