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Wealth Management Strategies’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealth Management Strategies’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 		$5.7M Buy
95,572
+10,044
+12% +$590K 2.23% 12
2026
Q1 		$4.62M Buy
85,528
+5,119
+6% +$287K 2.09% 12
2025
Q4 		$4.32M Buy
80,409
+5,203
+7% +$283K 1.99% 13
2025
Q3 		$4.07M Sell
75,206
-98,470
-57% -$5.07M 2.02% 13
2025
Q2 		$8.59M Buy
173,676
+20,661
+14% +$958K 4.62% 9
2025
Q1 		$6.93M Buy
153,015
+18,093
+13% +$814K 4.63% 10
2024
Q4 		$5.94M Buy
+134,922
New +$6.27M 4.54% 11

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Wealth Management Strategies's VWO Position: Q2 2026 in Review

Wealth Management Strategies increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q2 2026, buying an estimated $590K and bringing the position to 95,572 shares worth $5.7M. The position accounts for 2.23% of the portfolio, ranked #12.

Wealth Management Strategies first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.59M in Q2 2025. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Wealth Management Strategies held 95,572 shares of Vanguard FTSE Emerging Markets ETF worth $5.7M as of Q2 2026.
  • Wealth Management Strategies bought 10,044 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $590K.
  • Vanguard FTSE Emerging Markets ETF made up 2.23% of Wealth Management Strategies's portfolio in Q2 2026, its #12 holding.
  • Wealth Management Strategies first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Management Strategies's Vanguard FTSE Emerging Markets ETF position peaked at $8.59M in Q2 2025.
  • 2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.