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 Q2	$15.1M	Buy	252,376 +2,383	+1%	+$140K	4.82%	7
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 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

Windward Private Wealth Management's VWO Position: Q2 2026 in Review

Windward Private Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.95% in Q2 2026, buying an estimated $140K and bringing the position to 252,376 shares worth $15.1M. The position accounts for 4.82% of the portfolio, ranked #7.

Windward Private Wealth Management first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. 2,611 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Windward Private Wealth Management held 252,376 shares of Vanguard FTSE Emerging Markets ETF worth $15.1M as of Q2 2026.
Windward Private Wealth Management bought 2,383 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $140K.
Vanguard FTSE Emerging Markets ETF made up 4.82% of Windward Private Wealth Management's portfolio in Q2 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 23 quarters since.
2,611 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.