Wellspring Financial Advisors’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
$1.16M Hold
19,361
0.08% 94
2026
Q1
$1.05M Buy
+19,361
New +$1.08M 0.08% 95
2024
Q3
Sell
-8,402
Closed -$368K 180
2024
Q2
$368K Buy
+8,402
New +$362K 0.05% 97
2021
Q2
Sell
-11,327
Closed -$380K 118
2021
Q1
$380K Buy
+11,327
New +$603K 0.18% 51
2020
Q4
Sell
-9,187
Closed -$397K 100
2020
Q3
$397K Sell
9,187
-572
-6% -$24.9K 0.16% 55
2020
Q2
$387K Sell
9,759
-1,568
-14% -$58.1K 0.16% 54
2020
Q1
$380K Buy
+11,327
New +$462K 0.18% 51

Other funds holding VWO

Wellspring Financial Advisors's VWO Position: Q2 2026 in Review

Wellspring Financial Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 19,361 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #94.

Wellspring Financial Advisors first reported a position in VWO in Q1 2020 and has held it in 7 quarters since. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Wellspring Financial Advisors held 19,361 shares of Vanguard FTSE Emerging Markets ETF worth $1.16M as of Q2 2026.
  • Wellspring Financial Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.08% of Wellspring Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 7 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.