Whalen Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Whalen Wealth Management’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	$241K	Sell	4,463 -1,310	-23%	-$73.4K	0.13%	168
2025 Q4	$310K	Buy	5,773 +106	+2%	+$5.76K	0.17%	158
2025 Q3	$307K	Buy	+5,667	New	+$292K	0.18%	129
2024 Q1	–	Sell	-26,124	Closed	-$1.07M	–	160
2023 Q4	$1.07M	Buy	+26,124	New	+$1.04M	0.97%	19

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

Whalen Wealth Management's VWO Position: Q1 2026 in Review

Whalen Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 23% in Q1 2026, selling an estimated $73.4K and leaving 4,463 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #168.

Whalen Wealth Management first reported a position in VWO in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2023. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Whalen Wealth Management held 4,463 shares of Vanguard FTSE Emerging Markets ETF worth $241K as of Q1 2026.
Whalen Wealth Management sold 1,310 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $73.4K.
Vanguard FTSE Emerging Markets ETF made up 0.13% of Whalen Wealth Management's portfolio in Q1 2026, its #168 holding.
Whalen Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 4 quarters since.
Whalen Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.07M in Q4 2023.
2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.