WFA of San Diego’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

WFA of San Diego’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	$720K	Sell	13,323 -5,013	-27%	-$281K	0.58%	37
2025 Q4	$986K	Sell	18,336 -6,607	-26%	-$359K	0.72%	35
2025 Q3	$1.35M	Buy	24,943 +198	+0.8%	+$10.2K	0.92%	28
2025 Q2	$1.22M	Buy	+24,745	New	+$1.15M	0.9%	29
2024 Q3	$675K	Sell	14,107 -116	-0.8%	-$5.16K	0.57%	35
2024 Q2	$622K	Buy	+14,223	New	+$613K	0.56%	39
2023 Q3	$507K	Buy	12,937 +1,232	+11%	+$50.3K	0.52%	41
2023 Q2	$476K	Buy	+11,705	New	+$472K	0.47%	44
2023 Q1	–	Sell	-27,393	Closed	-$1.07M	–	425
2022 Q4	$1.07M	Buy	27,393 +573	+2%	+$21.8K	0.82%	28
2022 Q3	$979K	Sell	26,820 -997	-4%	-$40.5K	0.88%	31
2022 Q2	$1.16M	Buy	27,817 +1,745	+7%	+$75.3K	0.99%	26
2022 Q1	$1.2M	Sell	26,072 -2,945	-10%	-$142K	0.92%	29
2021 Q4	$1.44M	Buy	29,017 +103	+0.4%	+$5.19K	0.83%	28
2021 Q3	$1.45M	Sell	28,914 -514	-2%	-$26.6K	1.01%	24
2021 Q2	$1.6M	Buy	29,428 +3,619	+14%	+$193K	1.24%	21
2021 Q1	$1.34M	Buy	25,809 +3,569	+16%	+$190K	1.12%	21
2020 Q4	$50	Buy	22,240 +435	+2%	+$20.4K	0.01%	73
2020 Q3	$942K	Sell	21,805 -5,097	-19%	-$222K	0.89%	30
2020 Q2	$1.09M	Buy	+26,902	New	+$996K	0.25%	95

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFA of San Diego's VWO Position: Q1 2026 in Review

WFA of San Diego reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 27% in Q1 2026, selling an estimated $281K and leaving 13,323 shares worth $720K. The position accounts for 0.58% of the portfolio, ranked #37.

WFA of San Diego first reported a position in VWO in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.6M in Q2 2021. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

WFA of San Diego held 13,323 shares of Vanguard FTSE Emerging Markets ETF worth $720K as of Q1 2026.
WFA of San Diego sold 5,013 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $281K.
Vanguard FTSE Emerging Markets ETF made up 0.58% of WFA of San Diego's portfolio in Q1 2026, its #37 holding.
WFA of San Diego first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and has held it in 19 quarters since.
WFA of San Diego's Vanguard FTSE Emerging Markets ETF position peaked at $1.6M in Q2 2021.
2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.