Walter & Keenan Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Walter & Keenan Wealth Management’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	$298K	Buy	4,986 +1	+0%	+$59	0.07%	142
2026 Q1	$269K	Buy	4,985 +250	+5%	+$14K	0.08%	142
2025 Q4	$255K	Buy	4,735 +6	+0.1%	+$326	0.07%	146
2025 Q3	$256K	Buy	4,729 +2	+0%	+$103	0.07%	143
2025 Q2	$234K	Buy	4,727 +1	+0%	+$46	0.07%	142
2025 Q1	$214K	Hold	4,726	–	–	0.06%	143
2024 Q4	$208K	Sell	4,726 -493	-9%	-$22.9K	0.06%	146
2024 Q3	$250K	Buy	5,219 +107	+2%	+$4.76K	0.08%	138
2024 Q2	$224K	Buy	5,112 +1	+0%	+$43	0.07%	140
2024 Q1	$213K	Sell	5,111 -450	-8%	-$18.4K	0.07%	135
2023 Q4	$229K	Sell	5,561 -130	-2%	-$5.16K	0.08%	133
2023 Q3	$223K	Sell	5,691 -1,129	-17%	-$46.1K	0.09%	129
2023 Q2	$277K	Buy	6,820 +58	+0.9%	+$2.34K	0.1%	121
2023 Q1	$273K	Buy	6,762 +50	+0.7%	+$2.04K	0.1%	120
2022 Q4	$262K	Sell	6,712 -985	-13%	-$37.6K	0.1%	126
2022 Q3	$281K	Sell	7,697 -134	-2%	-$5.44K	0.12%	120
2022 Q2	$326K	Buy	7,831 +495	+7%	+$21.4K	0.13%	113
2022 Q1	$338K	Buy	7,336 +260	+4%	+$12.5K	0.11%	118
2021 Q4	$350K	Buy	+7,076	New	+$357K	0.11%	114
2020 Q2	–	Sell	-4,777	Closed	-$212K	–	193
2020 Q1	$212K	Buy	+4,777	New	+$195K	0.08%	104

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Walter & Keenan Wealth Management's VWO Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.02% in Q2 2026, buying an estimated $59 and bringing the position to 4,986 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #142.

Walter & Keenan Wealth Management first reported a position in VWO in Q1 2020 and has held it in 20 quarters since. The position peaked at $350K in Q4 2021. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Walter & Keenan Wealth Management held 4,986 shares of Vanguard FTSE Emerging Markets ETF worth $298K as of Q2 2026.
Walter & Keenan Wealth Management bought 1 Vanguard FTSE Emerging Markets ETF share in Q2 2026, an estimated $59.
Vanguard FTSE Emerging Markets ETF made up 0.07% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #142 holding.
Walter & Keenan Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 20 quarters since.
Walter & Keenan Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $350K in Q4 2021.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.