AWA
VWO icon

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

Aletheian Wealth 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 		$9.79M Sell
164,003
-2,002
-1% -$118K 4.18% 5
2026
Q1 		$8.97M Buy
+166,005
New +$9.3M 4.37% 5
2025
Q3 		$9.13M Buy
168,551
+1,724
+1% +$88.8K 4.24% 5
2025
Q2 		$8.25M Buy
166,827
+12,920
+8% +$599K 4.06% 5
2025
Q1 		$6.97M Sell
153,907
-72
-0% -$3.24K 3.92% 6
2024
Q4 		$6.78M Sell
153,979
-3,510
-2% -$163K 4.01% 7
2024
Q3 		$7.54M Buy
157,489
+6,962
+5% +$310K 4.4% 5
2024
Q2 		$6.59M Buy
150,527
+14,398
+11% +$620K 3.47% 7
2024
Q1 		$5.69M Buy
136,129
+13,684
+11% +$558K 3.08% 8
2023
Q4 		$5.03M Sell
122,445
-1,231
-1% -$48.8K 3.33% 7
2023
Q3 		$4.85M Buy
123,676
+2,448
+2% +$99.9K 3.72% 6
2023
Q2 		$4.93M Buy
121,228
+6,516
+6% +$263K 3.38% 7
2023
Q1 		$4.63M Buy
114,712
+21,047
+22% +$858K 4.09% 6
2022
Q4 		$3.65M Buy
93,665
+24,807
+36% +$946K 3.15% 7
2022
Q3 		$2.51M Sell
68,858
-15,533
-18% -$631K 2.85% 10
2022
Q2 		$3.52M Sell
84,391
-160
-0.2% -$6.91K 3.57% 6
2022
Q1 		$3.9M Buy
84,551
+18,530
+28% +$891K 3.7% 8
2021
Q4 		$3.27M Buy
+66,021
New +$3.33M 3.2% 9

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aletheian Wealth Advisors's VWO Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q2 2026, selling an estimated $118K and leaving 164,003 shares worth $9.79M. The position accounts for 4.18% of the portfolio, ranked #5.

Aletheian Wealth Advisors first reported a position in VWO in Q4 2021 and has held it in 18 quarters since. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Aletheian Wealth Advisors held 164,003 shares of Vanguard FTSE Emerging Markets ETF worth $9.79M as of Q2 2026.
  • Aletheian Wealth Advisors sold 2,002 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $118K.
  • Vanguard FTSE Emerging Markets ETF made up 4.18% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Aletheian Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.