Welch & Forbes’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4M | Buy |
66,937
+11,959
| +22% | +$703K | 0.05% | 140 |
|
|
2026
Q1 | $2.97M | Buy |
54,978
+77
| +0.1% | +$4.31K | 0.04% | 161 |
|
|
2025
Q4 | $2.95M | Buy |
54,901
+766
| +1% | +$41.6K | 0.04% | 162 |
|
|
2025
Q3 | $2.93M | Sell |
54,135
-61
| -0.1% | -$3.14K | 0.04% | 160 |
|
|
2025
Q2 | $2.68M | Hold |
54,196
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $2.45M | Sell |
54,196
-4,139
| -7% | -$186K | 0.03% | 171 |
|
|
2024
Q4 | $2.57M | Sell |
58,335
-411
| -0.7% | -$19.1K | 0.03% | 168 |
|
|
2024
Q3 | $2.81M | Sell |
58,746
-6,396
| -10% | -$285K | 0.04% | 160 |
|
|
2024
Q2 | $2.9M | Buy |
65,142
+1,776
| +3% | +$76.5K | 0.04% | 158 |
|
|
2024
Q1 | $2.65M | Sell |
63,366
-407
| -0.6% | -$16.6K | 0.04% | 164 |
|
|
2023
Q4 | $2.62M | Sell |
63,773
-3,318
| -5% | -$132K | 0.04% | 165 |
|
|
2023
Q3 | $2.63M | Sell |
67,091
-8,637
| -11% | -$353K | 0.04% | 160 |
|
|
2023
Q2 | $3.08M | Sell |
75,728
-307
| -0.4% | -$12.4K | 0.05% | 148 |
|
|
2023
Q1 | $3.07M | Buy |
76,035
+9,342
| +14% | +$381K | 0.05% | 148 |
|
|
2022
Q4 | $2.6M | Buy |
66,693
+1,265
| +2% | +$48.2K | 0.05% | 161 |
|
|
2022
Q3 | $2.39M | Buy |
65,428
+2,785
| +4% | +$113K | 0.05% | 160 |
|
|
2022
Q2 | $2.61M | Buy |
62,643
+1,513
| +2% | +$65.3K | 0.05% | 158 |
|
|
2022
Q1 | $2.82M | Sell |
61,130
-4,882
| -7% | -$235K | 0.04% | 158 |
|
|
2021
Q4 | $3.27M | Buy |
66,012
+2,229
| +3% | +$112K | 0.05% | 154 |
|
|
2021
Q3 | $3.19M | Buy |
63,783
+14,653
| +30% | +$757K | 0.05% | 151 |
|
|
2021
Q2 | $2.67M | Sell |
49,130
-4,634
| -9% | -$247K | 0.05% | 162 |
|
|
2021
Q1 | $2.8M | Buy |
53,764
+279
| +0.5% | +$14.9K | 0.05% | 152 |
|
|
2020
Q4 | $2.68M | Sell |
53,485
-8,650
| -14% | -$406K | 0.05% | 149 |
|
|
2020
Q3 | $2.69M | Sell |
62,135
-508
| -0.8% | -$22.1K | 0.06% | 144 |
|
|
2020
Q2 | $2.48M | Sell |
62,643
-12,571
| -17% | -$465K | 0.06% | 147 |
|
|
2020
Q1 | $2.52M | Sell |
75,214
-3,403
| -4% | -$139K | 0.07% | 145 |
|
|
2019
Q4 | $3.5M | Sell |
78,617
-3,367
| -4% | -$143K | 0.08% | 144 |
|
|
2019
Q3 | $3.3M | Sell |
81,984
-877
| -1% | -$36.2K | 0.08% | 143 |
|
|
2019
Q2 | $3.52M | Sell |
82,861
-2,154
| -3% | -$90.6K | 0.09% | 142 |
|
|
2019
Q1 | $3.61M | Sell |
85,015
-1,310
| -2% | -$53.9K | 0.09% | 139 |
|
|
2018
Q4 | $3.29M | Sell |
86,325
-142,744
| -62% | -$5.53M | 0.09% | 136 |
|
|
2018
Q3 | $9.39M | Sell |
229,069
-10,538
| -4% | -$443K | 0.22% | 102 |
|
|
2018
Q2 | $10.1M | Sell |
239,607
-4,250
| -2% | -$192K | 0.26% | 94 |
|
|
2018
Q1 | $11.5M | Buy |
243,857
+27,679
| +13% | +$1.33M | 0.3% | 89 |
|
|
2017
Q4 | $9.92M | Buy |
216,178
+59,062
| +38% | +$2.64M | 0.26% | 94 |
|
|
2017
Q3 | $6.84M | Buy |
157,116
+37,265
| +31% | +$1.61M | 0.18% | 118 |
|
|
2017
Q2 | $4.89M | Buy |
119,851
+13,548
| +13% | +$549K | 0.14% | 127 |
|
|
2017
Q1 | $4.22M | Buy |
106,303
+44,553
| +72% | +$1.72M | 0.12% | 133 |
|
|
2016
Q4 | $2.21M | Buy |
61,750
+17,875
| +41% | +$655K | 0.07% | 154 |
|
|
2016
Q3 | $1.65M | Sell |
43,875
-6,753
| -13% | -$251K | 0.06% | 150 |
|
|
2016
Q2 | $1.78M | Sell |
50,628
-1,637
| -3% | -$55.9K | 0.05% | 166 |
|
|
2016
Q1 | $1.81M | Sell |
52,265
-32,644
| -38% | -$1.02M | 0.06% | 166 |
|
|
2015
Q4 | $2.78M | Sell |
84,909
-21,271
| -20% | -$732K | 0.09% | 137 |
|
|
2015
Q3 | $3.51M | Sell |
106,180
-104,286
| -50% | -$3.79M | 0.12% | 135 |
|
|
2015
Q2 | $8.6M | Sell |
210,466
-9,635
| -4% | -$414K | 0.27% | 95 |
|
|
2015
Q1 | $9M | Sell |
220,101
-475
| -0.2% | -$19.3K | 0.27% | 96 |
|
|
2014
Q4 | $8.83M | Sell |
220,576
-10,405
| -5% | -$428K | 0.26% | 100 |
|
|
2014
Q3 | $9.63M | Sell |
230,981
-3,501
| -1% | -$155K | 0.29% | 92 |
|
|
2014
Q2 | $10.1M | Sell |
234,482
-15,023
| -6% | -$633K | 0.32% | 84 |
|
|
2014
Q1 | $10.1M | Sell |
249,505
-5,917
| -2% | -$230K | 0.32% | 88 |
|
|
2013
Q4 | $10.5M | Buy |
255,422
+1,466
| +0.6% | +$60.4K | 0.33% | 83 |
|
|
2013
Q3 | $10.2M | Sell |
253,956
-5,498
| -2% | -$218K | 0.34% | 80 |
|
|
2013
Q2 | $10.1M | Buy |
+259,454
| New | +$10.9M | 0.36% | 79 |
|
Other funds holding VWO
WL
Welch & Forbes's VWO Position: Q2 2026 in Review
Welch & Forbes increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 22% in Q2 2026, buying an estimated $703K and bringing the position to 66,937 shares worth $4M. The position accounts for 0.05% of the portfolio, ranked #140.
Welch & Forbes first reported a position in VWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.5M in Q1 2018. 2,602 funds tracked by Wall St. Rank hold VWO as of Q2 2026.
- Welch & Forbes held 66,937 shares of Vanguard FTSE Emerging Markets ETF worth $4M as of Q2 2026.
- Welch & Forbes bought 11,959 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $703K.
- Vanguard FTSE Emerging Markets ETF made up 0.05% of Welch & Forbes's portfolio in Q2 2026, its #140 holding.
- Welch & Forbes first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's Vanguard FTSE Emerging Markets ETF position peaked at $11.5M in Q1 2018.
- 2,602 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.