Winch Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Winch Advisory Services’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	$166K	Buy	2,785 +1,340	+93%	+$78.8K	0.03%	118
2026 Q1	$78.1K	Hold	1,445	–	–	0.02%	144
2025 Q4	$77.7K	Sell	1,445 -184	-11%	-$9.99K	0.02%	147
2025 Q3	$88.3K	Buy	1,629 +1	+0.1%	+$52	0.02%	138
2025 Q2	$80.5K	Buy	1,628 +1	+0.1%	+$46	0.02%	137
2025 Q1	$73.6K	Hold	1,627	–	–	0.02%	136
2024 Q4	$71.6K	Buy	1,627 +275	+20%	+$12.8K	0.02%	135
2024 Q3	$64.7K	Buy	1,352 +1	+0.1%	+$45	0.02%	136
2024 Q2	$59.1K	Buy	1,351 +1	+0.1%	+$43	0.02%	136
2024 Q1	$56.4K	Hold	1,350	–	–	0.02%	141
2023 Q4	$55.5K	Sell	1,350 -140	-9%	-$5.55K	0.02%	137
2023 Q3	$58K	Buy	1,490 +1,068	+253%	+$43.6K	0.02%	129
2023 Q2	$17K	Buy	422 +2	+0.5%	+$81	0.01%	210
2023 Q1	$17K	Buy	420 +1	+0.2%	+$41	0.01%	207
2022 Q4	$16K	Sell	419 -4,080	-91%	-$156K	0.01%	204
2022 Q3	$164K	Buy	4,499 +36	+0.8%	+$1.46K	0.07%	74
2022 Q2	$186K	Buy	4,463 +40	+0.9%	+$1.73K	0.08%	72
2022 Q1	$204K	Buy	4,423 +1,805	+69%	+$86.8K	0.07%	74
2021 Q4	$129K	Sell	2,618 -3,172	-55%	-$160K	0.04%	86
2021 Q3	$290K	Buy	5,790 +33	+0.6%	+$1.71K	0.1%	65
2021 Q2	$313K	Buy	5,757 +3,209	+126%	+$171K	0.11%	61
2021 Q1	$133K	Buy	2,548 +1,836	+258%	+$97.7K	0.05%	75
2020 Q4	$36K	Buy	712 +244	+52%	+$11.5K	0.02%	118
2020 Q3	$20K	Buy	468 +2	+0.4%	+$87	0.01%	143
2020 Q2	$18K	Hold	466	–	–	0.01%	150
2020 Q1	$16K	Buy	466 +98	+27%	+$4K	0.01%	143
2019 Q4	$16K	Buy	368 +3	+0.8%	+$127	0.01%	177
2019 Q3	$15K	Sell	365 -118	-24%	-$4.87K	0.01%	170
2019 Q2	$21K	Buy	483 +3	+0.6%	+$126	0.01%	148
2019 Q1	$20K	Buy	480 +1	+0.2%	+$41	0.01%	149
2018 Q4	$18K	Buy	479 +7	+1%	+$271	0.01%	139
2018 Q3	$19K	Sell	472 -5,104	-92%	-$215K	0.01%	144
2018 Q2	$235K	Buy	5,576 +47	+0.9%	+$2.12K	0.13%	74
2018 Q1	$260K	Sell	5,529 -163,210	-97%	-$7.83M	0.15%	71
2017 Q4	$7.75M	Buy	168,739 +1,431	+0.9%	+$64K	4.66%	4
2017 Q3	$7.29M	Buy	167,308 +52,385	+46%	+$2.27M	4.74%	4
2017 Q2	$4.69M	Buy	114,923 +28,893	+34%	+$1.17M	2.95%	10
2017 Q1	$3.42M	Buy	86,030 +11,463	+15%	+$442K	2.17%	17
2016 Q4	$2.67M	Sell	74,567 -870	-1%	-$31.9K	1.84%	19
2016 Q3	$2.84M	Buy	75,437 +61,397	+437%	+$2.29M	2.31%	12
2016 Q2	$495K	Buy	+14,040	New	+$480K	0.6%	26
2015 Q3	–	Sell	-20,687	Closed	-$846K	–	291
2015 Q2	$846K	Buy	20,687 +20,376	+6,552%	+$875K	0.46%	60
2015 Q1	$13K	Buy	+311	New	+$12.6K	0.01%	133
2014 Q4	–	Sell	-445	Closed	-$19K	–	174
2014 Q3	$19K	Sell	445 -46,991	-99%	-$2.09M	0.01%	103
2014 Q2	$2.05M	Buy	+47,436	New	+$2M	1.2%	26

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Winch Advisory Services's VWO Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 93% in Q2 2026, buying an estimated $78.8K and bringing the position to 2,785 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #118.

Winch Advisory Services first reported a position in VWO in Q2 2014 and has held it in 45 quarters since. The position peaked at $7.75M in Q4 2017. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Winch Advisory Services held 2,785 shares of Vanguard FTSE Emerging Markets ETF worth $166K as of Q2 2026.
Winch Advisory Services bought 1,340 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $78.8K.
Vanguard FTSE Emerging Markets ETF made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #118 holding.
Winch Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and has held it in 45 quarters since.
Winch Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $7.75M in Q4 2017.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.