West Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

West Financial Advisors’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	$2.47M	Sell	41,309 -552	-1%	-$32.4K	0.37%	28
2026 Q1	$2.26M	Buy	41,861 +1,395	+3%	+$78.1K	0.38%	27
2025 Q4	$2.18M	Buy	40,466 +946	+2%	+$51.4K	0.37%	29
2025 Q3	$2.14M	Sell	39,520 -186	-0.5%	-$9.58K	0.35%	29
2025 Q2	$1.96M	Buy	39,706 +1,982	+5%	+$91.9K	0.34%	30
2025 Q1	$1.71M	Buy	37,724 +54	+0.1%	+$2.43K	0.32%	30
2024 Q4	$1.66M	Buy	37,670 +1,411	+4%	+$65.6K	0.32%	30
2024 Q3	$1.73M	Buy	36,259 +411	+1%	+$18.3K	0.33%	30
2024 Q2	$1.57M	Sell	35,848 -31	-0.1%	-$1.33K	0.33%	32
2024 Q1	$1.5M	Buy	35,879 +3,143	+10%	+$128K	0.32%	31
2023 Q4	$1.35M	Buy	32,736 +2,607	+9%	+$103K	0.31%	31
2023 Q3	$1.18M	Sell	30,129 -2,193	-7%	-$89.5K	0.3%	30
2023 Q2	$1.31M	Sell	32,322 -158,761	-83%	-$6.4M	0.32%	29
2023 Q1	$7.72M	Sell	191,083 -31,702	-14%	-$1.29M	2.02%	16
2022 Q4	$8.68M	Buy	222,785 +136,345	+158%	+$5.2M	2.42%	14
2022 Q3	$3.15M	Sell	86,440 -19,406	-18%	-$788K	0.95%	17
2022 Q2	$4.41M	Sell	105,846 -239,010	-69%	-$10.3M	1.28%	15
2022 Q1	$15.9M	Buy	344,856 +16,172	+5%	+$778K	4.19%	7
2021 Q4	$16.3M	Buy	328,684 +28,544	+10%	+$1.44M	4.36%	9
2021 Q3	$15M	Buy	300,140 +15,238	+5%	+$787K	4.4%	8
2021 Q2	$15.5M	Buy	284,902 +29,462	+12%	+$1.57M	4.73%	8
2021 Q1	$13.3M	Buy	255,440 +3,917	+2%	+$209K	4.46%	8
2020 Q4	$12.6M	Buy	+251,523	New	+$11.8M	4.47%	8

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

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

West Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.3% in Q2 2026, selling an estimated $32.4K and leaving 41,309 shares worth $2.47M. The position accounts for 0.37% of the portfolio, ranked #28.

West Financial Advisors first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.3M in Q4 2021. 1,137 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

West Financial Advisors held 41,309 shares of Vanguard FTSE Emerging Markets ETF worth $2.47M as of Q2 2026.
West Financial Advisors sold 552 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $32.4K.
Vanguard FTSE Emerging Markets ETF made up 0.37% of West Financial Advisors's portfolio in Q2 2026, its #28 holding.
West Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $16.3M in Q4 2021.
1,137 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.