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

Waterford 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	$12.6M	Buy	211,867 +4,903	+2%	+$288K	3.45%	9
2026 Q1	$10.8M	Buy	206,964 +3,824	+2%	+$214K	3.44%	10
2025 Q4	$10.9M	Sell	203,140 -1,380	-0.7%	-$75K	4.27%	7
2025 Q3	$11.1M	Buy	204,520 +203,163	+14,971%	+$10.5M	3.83%	8
2025 Q2	$9.85M	Sell	1,357 -189,693	-99%	-$8.8M	3.64%	8
2025 Q1	$8.65M	Buy	191,050 +5,777	+3%	+$260K	3.59%	9
2024 Q4	$8.16M	Buy	185,273 +5,397	+3%	+$251K	4.15%	6
2024 Q3	$8.61M	Sell	179,876 -3,061	-2%	-$136K	4.39%	6
2024 Q2	$8.01M	Sell	182,937 -4,438	-2%	-$191K	3.36%	10
2024 Q1	$7.83M	Buy	187,375 +4,655	+3%	+$190K	3.32%	10
2023 Q4	$7.51M	Buy	+182,720	New	+$7.25M	3.52%	10
2023 Q3	–	Sell	-261,831	Closed	-$10.7M	–	53
2023 Q2	$10.7M	Buy	261,831 +9,551	+4%	+$385K	5.13%	8
2023 Q1	$10.2M	Sell	252,280 -7,081	-3%	-$289K	5.52%	8
2022 Q4	$10.1M	Buy	+259,361	New	+$9.89M	5.89%	7

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

Waterford Advisors's VWO Position: Q2 2026 in Review

Waterford Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.4% in Q2 2026, buying an estimated $288K and bringing the position to 211,867 shares worth $12.6M. The position accounts for 3.45% of the portfolio, ranked #9.

Waterford Advisors first reported a position in VWO in Q4 2022 and has held it in 14 quarters since. 2,594 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Waterford Advisors held 211,867 shares of Vanguard FTSE Emerging Markets ETF worth $12.6M as of Q2 2026.
Waterford Advisors bought 4,903 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $288K.
Vanguard FTSE Emerging Markets ETF made up 3.45% of Waterford Advisors's portfolio in Q2 2026, its #9 holding.
Waterford Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
2,594 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.