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

Addison 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 Q1	$172K	Buy	3,176 +134	+4%	+$7.51K	0.04%	240
2025 Q4	$164K	Buy	3,042 +1,807	+146%	+$98.2K	0.04%	248
2025 Q3	$66.9K	Sell	1,235 -165	-12%	-$8.5K	0.02%	371
2025 Q2	$69.2K	Buy	1,400 +308	+28%	+$14.3K	0.02%	362
2025 Q1	$49.4K	Buy	1,092 +58	+6%	+$2.61K	0.01%	387
2024 Q4	$45.5K	Hold	1,034	–	–	0.01%	397
2024 Q3	$49.5K	Hold	1,034	–	–	0.01%	395
2024 Q2	$45.2K	Sell	1,034 -3	-0.3%	-$129	0.01%	391
2024 Q1	$43.3K	Buy	1,037 +3	+0.3%	+$122	0.01%	382
2023 Q4	$42.5K	Hold	1,034	–	–	0.02%	372
2023 Q3	$40.5K	Hold	1,034	–	–	0.02%	352
2023 Q2	$42.1K	Sell	1,034 -27	-3%	-$1.09K	0.02%	341
2023 Q1	$42.9K	Buy	1,061 +13	+1%	+$530	0.02%	315
2022 Q4	$40.9K	Buy	1,048 +3	+0.3%	+$114	0.02%	308
2022 Q3	$38K	Buy	1,045 +4	+0.4%	+$162	0.02%	290
2022 Q2	$43K	Buy	1,041 +7	+0.7%	+$302	0.03%	277
2022 Q1	$48K	Hold	1,034	–	–	0.03%	296
2021 Q4	$51K	Hold	1,034	–	–	0.03%	246
2021 Q3	$52K	Hold	1,034	–	–	0.04%	180
2021 Q2	$56K	Buy	+1,034	New	+$55.1K	0.05%	174
2020 Q4	$52K	Buy	+1,034	New	+$48.6K	0.05%	175

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Addison Advisors's VWO Position: Q1 2026 in Review

Addison Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.4% in Q1 2026, buying an estimated $7.51K and bringing the position to 3,176 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #240.

Addison Advisors first reported a position in VWO in Q4 2020 and has held it in 21 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Addison Advisors held 3,176 shares of Vanguard FTSE Emerging Markets ETF worth $172K as of Q1 2026.
Addison Advisors bought 134 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $7.51K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Addison Advisors's portfolio in Q1 2026, its #240 holding.
Addison Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 21 quarters since.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.