WPWM
VWO icon

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

Windward Private 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 		$13.5M Buy
249,993
+2,121
+0.9% +$119K 4.67% 7
2025
Q4 		$13.3M Sell
247,872
-9,064
-4% -$492K 4.61% 7
2025
Q3 		$13.9M Buy
256,936
+509
+0.2% +$26.2K 4.8% 7
2025
Q2 		$12.7M Sell
256,427
-1,429
-0.6% -$66.3K 4.57% 7
2025
Q1 		$11.7M Buy
257,856
+4,051
+2% +$182K 4.55% 7
2024
Q4 		$11.2M Buy
253,805
+5,715
+2% +$266K 4.36% 7
2024
Q3 		$11.9M Buy
248,090
+4,467
+2% +$199K 4.55% 7
2024
Q2 		$10.7M Buy
243,623
+4,553
+2% +$196K 4.32% 7
2024
Q1 		$9.99M Buy
239,070
+8,890
+4% +$363K 4.08% 7
2023
Q4 		$9.46M Buy
230,180
+17,165
+8% +$681K 3.97% 7
2023
Q3 		$8.35M Sell
213,015
-1,054
-0.5% -$43K 3.78% 7
2023
Q2 		$8.71M Sell
214,069
-11,999
-5% -$484K 3.86% 7
2023
Q1 		$9.13M Buy
226,068
+7,275
+3% +$296K 3.9% 7
2022
Q4 		$8.53M Buy
218,793
+6,428
+3% +$245K 3.78% 7
2022
Q3 		$7.75M Buy
212,365
+12,826
+6% +$521K 3.73% 7
2022
Q2 		$8.31M Buy
199,539
+15,743
+9% +$680K 3.82% 7
2022
Q1 		$8.48M Sell
183,796
-18,888
-9% -$909K 3.5% 8
2021
Q4 		$10M Buy
202,684
+16,490
+9% +$832K 3.87% 8
2021
Q3 		$9.31M Buy
186,194
+13,214
+8% +$683K 3.79% 7
2021
Q2 		$9.39M Buy
172,980
+21,150
+14% +$1.13M 3.85% 8
2021
Q1 		$7.9M Buy
151,830
+10,760
+8% +$573K 3.51% 10
2020
Q4 		$7.07M Buy
+141,070
New +$6.63M 3.3% 10

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Windward Private Wealth Management's VWO Position: Q1 2026 in Review

Windward Private Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.86% in Q1 2026, buying an estimated $119K and bringing the position to 249,993 shares worth $13.5M. The position accounts for 4.67% of the portfolio, ranked #7.

Windward Private Wealth Management first reported a position in VWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.9M in Q3 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Windward Private Wealth Management held 249,993 shares of Vanguard FTSE Emerging Markets ETF worth $13.5M as of Q1 2026.
  • Windward Private Wealth Management bought 2,121 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $119K.
  • Vanguard FTSE Emerging Markets ETF made up 4.67% of Windward Private Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Windward Private Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Windward Private Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $13.9M in Q3 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.