Yoffe Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Yoffe Investment 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	$330K	Hold	5,529	–	–	0.38%	85
2026 Q1	$299K	Hold	5,529	–	–	0.38%	88
2025 Q4	$297K	Hold	5,529	–	–	0.38%	89
2025 Q3	$300K	Hold	5,529	–	–	0.39%	91
2025 Q2	$273K	Hold	5,529	–	–	0.37%	95
2025 Q1	$250K	Hold	5,529	–	–	0.37%	95
2024 Q4	$243K	Buy	+5,529	New	+$257K	0.36%	94

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

Yoffe Investment Management's VWO Position: Q2 2026 in Review

Yoffe Investment Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 5,529 shares worth $330K. The position accounts for 0.38% of the portfolio, ranked #85.

Yoffe Investment Management first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Yoffe Investment Management held 5,529 shares of Vanguard FTSE Emerging Markets ETF worth $330K as of Q2 2026.
Yoffe Investment Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.38% of Yoffe Investment Management's portfolio in Q2 2026, its #85 holding.
Yoffe Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.