WFAG
VWO icon

Wescott Financial Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wescott Financial Advisory Group’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
Q1 		$465K Sell
8,606
-932
-10% -$52.2K 0.04% 132
2025
Q4 		$513K Sell
9,538
-297
-3% -$16.1K 0.04% 126
2025
Q3 		$533K Sell
9,835
-2,660
-21% -$137K 0.05% 118
2025
Q2 		$618K Buy
12,495
+2,034
+19% +$94.3K 0.06% 107
2025
Q1 		$473K Sell
10,461
-202
-2% -$9.09K 0.05% 113
2024
Q4 		$470K Buy
10,663
+260
+2% +$12.1K 0.05% 116
2024
Q3 		$498K Sell
10,403
-1,663
-14% -$74K 0.05% 114
2024
Q2 		$528K Buy
12,066
+1,067
+10% +$46K 0.06% 112
2024
Q1 		$459K Buy
10,999
+2,465
+29% +$101K 0.06% 112
2023
Q4 		$351K Buy
8,534
+164
+2% +$6.5K 0.05% 125
2023
Q3 		$328K Buy
8,370
+61
+0.7% +$2.49K 0.06% 125
2023
Q2 		$338K Buy
8,309
+295
+4% +$11.9K 0.06% 124
2023
Q1 		$324K Sell
8,014
-267
-3% -$10.9K 0.07% 125
2022
Q4 		$323K Sell
8,281
-1,290
-13% -$49.2K 0.07% 119
2022
Q3 		$349K Sell
9,571
-593
-6% -$24.1K 0.1% 104
2022
Q2 		$423K Buy
10,164
+74
+0.7% +$3.19K 0.11% 89
2022
Q1 		$465K Buy
+10,090
New +$485K 0.12% 85

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wescott Financial Advisory Group's VWO Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.8% in Q1 2026, selling an estimated $52.2K and leaving 8,606 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #132.

Wescott Financial Advisory Group first reported a position in VWO in Q1 2022 and has held it in 17 quarters since. The position peaked at $618K in Q2 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Wescott Financial Advisory Group held 8,606 shares of Vanguard FTSE Emerging Markets ETF worth $465K as of Q1 2026.
  • Wescott Financial Advisory Group sold 932 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $52.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #132 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 17 quarters since.
  • Wescott Financial Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $618K in Q2 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.