Advocate Group
VWO icon

Advocate Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Advocate Group’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
Q3 		$10.6M Buy
178,192
+9,581
+6% +$572K 1.64% 15
2026
Q2 		$10.1M Buy
168,611
+391
+0.2% +$23K 1.51% 21
2026
Q1 		$9.09M Buy
168,220
+10,229
+6% +$573K 1.42% 29
2025
Q4 		$8.49M Buy
157,991
+7,642
+5% +$415K 1.37% 29
2025
Q3 		$8.15M Buy
150,349
+29,075
+24% +$1.5M 1.34% 31
2025
Q2 		$6M Buy
121,274
+2,355
+2% +$109K 1.07% 43
2025
Q1 		$5.38M Buy
118,919
+4,846
+4% +$218K 0.98% 44
2024
Q4 		$5.02M Buy
114,073
+5,385
+5% +$250K 0.95% 45
2024
Q3 		$5.2M Buy
108,688
+6,794
+7% +$302K 0.94% 45
2024
Q2 		$4.46M Buy
101,894
+4,498
+5% +$194K 0.9% 49
2024
Q1 		$4.07M Buy
97,396
+78
+0.1% +$3.18K 0.81% 52
2023
Q4 		$4M Sell
97,318
-1,249
-1% -$49.5K 0.86% 52
2023
Q3 		$3.86M Sell
98,567
-9,301
-9% -$380K 0.9% 51
2023
Q2 		$4.39M Sell
107,868
-200
-0.2% -$8.06K 0.97% 47
2023
Q1 		$4.37M Sell
108,068
-28,016
-21% -$1.14M 0.95% 44
2022
Q4 		$5.3M Sell
136,084
-16,110
-11% -$614K 1.14% 36
2022
Q3 		$5.55M Buy
152,194
+6,700
+5% +$272K 1.37% 30
2022
Q2 		$6.06M Buy
+145,494
New +$6.28M 1.41% 29

Other funds holding VWO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Advocate Group's VWO Position: Q3 2026 in Review

Advocate Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.7% in Q3 2026, buying an estimated $572K and bringing the position to 178,192 shares worth $10.6M. The position accounts for 1.64% of the portfolio, ranked #15.

Advocate Group first reported a position in VWO in Q2 2022 and has held it in 18 quarters since. 1,283 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Advocate Group held 178,192 shares of Vanguard FTSE Emerging Markets ETF worth $10.6M as of Q3 2026.
  • Advocate Group bought 9,581 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $572K.
  • Vanguard FTSE Emerging Markets ETF made up 1.64% of Advocate Group's portfolio in Q3 2026, its #15 holding.
  • Advocate Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 18 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.