Wealthquest’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealthquest’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	$237K	Hold	3,972	–	–	0.02%	156
2026 Q1	$215K	Sell	3,972 -381	-9%	-$21.3K	0.02%	145
2025 Q4	$234K	Buy	+4,353	New	+$236K	0.02%	128
2025 Q3	–	Sell	-5,064	Closed	-$250K	–	129
2025 Q2	$250K	Buy	5,064 +46	+0.9%	+$2.13K	0.02%	118
2025 Q1	$227K	Buy	5,018 +74	+1%	+$3.33K	0.02%	122
2024 Q4	$218K	Sell	4,944 -1,757	-26%	-$81.7K	0.02%	119
2024 Q3	$323K	Sell	6,701 -3,629	-35%	-$162K	0.03%	99
2024 Q2	$452K	Sell	10,330 -187	-2%	-$8.05K	0.05%	75
2024 Q1	$439K	Sell	10,517 -3,111	-23%	-$127K	0.05%	77
2023 Q4	$560K	Sell	13,628 -1,239	-8%	-$49.1K	0.06%	73
2023 Q3	$583K	Sell	14,867 -6,918	-32%	-$282K	0.07%	69
2023 Q2	$886K	Sell	21,785 -719	-3%	-$29K	0.11%	53
2023 Q1	$909K	Sell	22,504 -170	-0.7%	-$6.93K	0.12%	50
2022 Q4	$884K	Buy	22,674 +2,700	+14%	+$103K	0.11%	56
2022 Q3	$728K	Sell	19,974 -2,589	-11%	-$105K	0.1%	59
2022 Q2	$939K	Sell	22,563 -3,348	-13%	-$145K	0.14%	54
2022 Q1	$1.28M	Hold	25,911	–	–	0.2%	48
2021 Q4	$1.28M	Sell	25,911 -55	-0.2%	-$2.77K	0.2%	48
2021 Q3	$1.3M	Sell	25,966 -2,029	-7%	-$105K	0.22%	41
2021 Q2	$1.52M	Sell	27,995 -1,164	-4%	-$62K	0.26%	37
2021 Q1	$1.52M	Sell	29,159 -1,393	-5%	-$74.2K	0.28%	38
2020 Q4	$1.53M	Sell	30,552 -1,819	-6%	-$85.5K	0.33%	31
2020 Q3	$1.4M	Sell	32,371 -2,025	-6%	-$88K	0.35%	30
2020 Q2	$1.36M	Buy	+34,396	New	+$1.27M	0.35%	34
2019 Q4	$23.2M	Buy	521,868 +491,932	+1,643%	+$20.8M	6.65%	3
2019 Q3	$1.21M	Sell	29,936 -215	-0.7%	-$8.88K	0.4%	47
2019 Q2	$1.28M	Buy	30,151 +790	+3%	+$33.2K	0.48%	44
2019 Q1	$1.25M	Buy	29,361 +235	+0.8%	+$9.68K	0.47%	44
2018 Q4	$1.11M	Buy	+29,126	New	+$1.13M	0.45%	42

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Wealthquest's VWO Position: Q2 2026 in Review

Wealthquest held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 3,972 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #156.

Wealthquest first reported a position in VWO in Q4 2018 and has held it in 29 quarters since. The position peaked at $23.2M in Q4 2019. 1,033 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Wealthquest held 3,972 shares of Vanguard FTSE Emerging Markets ETF worth $237K as of Q2 2026.
Wealthquest left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Wealthquest's portfolio in Q2 2026, its #156 holding.
Wealthquest first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 29 quarters since.
Wealthquest's Vanguard FTSE Emerging Markets ETF position peaked at $23.2M in Q4 2019.
1,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.