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
Q2 		$507K Sell
8,493
-113
-1% -$6.64K 0.04% 133
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 $1.55T 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

Wescott Financial Advisory Group's VWO Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.3% in Q2 2026, selling an estimated $6.64K and leaving 8,493 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #133.

Wescott Financial Advisory Group first reported a position in VWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $618K in Q2 2025. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Wescott Financial Advisory Group held 8,493 shares of Vanguard FTSE Emerging Markets ETF worth $507K as of Q2 2026.
  • Wescott Financial Advisory Group sold 113 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $6.64K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #133 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 18 quarters since.
  • Wescott Financial Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $618K in Q2 2025.
  • 2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.