Woodward Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Woodward Financial Advisors’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	$627K	Buy	10,509 +1	+0%	+$59	0.21%	34
2026 Q1	$551K	Hold	10,508	–	–	0.21%	33
2025 Q4	$565K	Buy	10,508 +14	+0.1%	+$760	0.21%	33
2025 Q3	$569K	Sell	10,494 -239	-2%	-$12.3K	0.22%	33
2025 Q2	$531K	Buy	10,733 +2	+0%	+$93	0.22%	36
2025 Q1	$486K	Buy	10,731 +1	+0%	+$45	0.23%	33
2024 Q4	$473K	Sell	10,730 -22	-0.2%	-$1.02K	0.23%	36
2024 Q3	$514K	Buy	10,752 +3	+0%	+$134	0.26%	35
2024 Q2	$471K	Buy	10,749 +4	+0%	+$172	0.27%	36
2024 Q1	$451K	Hold	10,745	–	–	0.27%	37
2023 Q4	$442K	Buy	10,745 +1,022	+11%	+$40.5K	0.29%	33
2023 Q3	$381K	Sell	9,723 -1,656	-15%	-$67.6K	0.28%	35
2023 Q2	$463K	Sell	11,379 -9,075	-44%	-$366K	0.35%	31
2023 Q1	$826K	Buy	20,454 +174	+0.9%	+$7.09K	0.68%	25
2022 Q4	$791K	Sell	20,280 -1,730	-8%	-$66K	0.68%	26
2022 Q3	$803K	Buy	22,010 +885	+4%	+$35.9K	0.75%	24
2022 Q2	$880K	Sell	21,125 -1,830	-8%	-$79K	0.81%	23
2022 Q1	$1.06M	Buy	22,955 +921	+4%	+$44.3K	1.08%	16
2021 Q4	$1.09M	Buy	+22,034	New	+$1.11M	1.1%	17

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 22.9% 1-Year Est. Return

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

Woodward Financial Advisors's VWO Position: Q2 2026 in Review

Woodward Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.01% in Q2 2026, buying an estimated $59 and bringing the position to 10,509 shares worth $627K. The position accounts for 0.21% of the portfolio, ranked #34.

Woodward Financial Advisors first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q4 2021. 2,617 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Woodward Financial Advisors held 10,509 shares of Vanguard FTSE Emerging Markets ETF worth $627K as of Q2 2026.
Woodward Financial Advisors bought 1 Vanguard FTSE Emerging Markets ETF share in Q2 2026, an estimated $59.
Vanguard FTSE Emerging Markets ETF made up 0.21% of Woodward Financial Advisors's portfolio in Q2 2026, its #34 holding.
Woodward Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
Woodward Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.09M in Q4 2021.
2,617 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.