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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.33M Sell
117,114
-65,399
-36% -$3.66M 0.47% 52
2025
Q4
$9.81M Buy
182,513
+59,369
+48% +$3.22M 0.6% 38
2025
Q3
$6.67M Buy
123,144
+2,861
+2% +$147K 0.42% 55
2025
Q2
$5.95M Buy
120,283
+3,773
+3% +$175K 0.42% 52
2025
Q1
$5.27M Buy
116,510
+26,422
+29% +$1.19M 0.4% 53
2024
Q4
$3.97M Sell
90,088
-8,438
-9% -$392K 0.29% 73
2024
Q3
$4.71M Sell
98,526
-43,589
-31% -$1.94M 0.4% 57
2024
Q2
$6.21M Sell
142,115
-27,782
-16% -$1.2M 0.51% 40
2024
Q1
$7.1M Buy
169,897
+20,612
+14% +$841K 0.66% 33
2023
Q4
$6.14M Buy
149,285
+98,348
+193% +$3.9M 0.47% 44
2023
Q3
$2M Sell
50,937
-83,964
-62% -$3.43M 0.35% 65
2023
Q2
$5.49M Buy
134,901
+21,373
+19% +$862K 0.48% 45
2023
Q1
$4.59M Buy
113,528
+22,330
+24% +$910K 0.37% 59
2022
Q4
$3.55B Buy
91,198
+551
+0.6% +$21K 0.31% 68
2022
Q3
$3.31M Buy
90,647
+77,709
+601% +$3.16M 0.32% 67
2022
Q2
$682K Sell
12,938
-193,907
-94% -$8.37M 0.07% 195
2022
Q1
$9.54M Buy
206,845
+18,639
+10% +$897K 0.8% 30
2021
Q4
$9.36M Buy
188,206
+12,769
+7% +$644K 0.8% 28
2021
Q3
$8.78M Buy
175,437
+7,940
+5% +$410K 0.97% 21
2021
Q2
$8.2M Buy
167,497
+18,264
+12% +$973K 1.15% 19
2021
Q1
$7.79M Buy
149,233
+15,604
+12% +$831K 1% 21
2020
Q4
$6.71M Sell
133,629
-15,001
-10% -$705K 0.95% 24
2020
Q3
$6.42M Buy
148,630
+46,372
+45% +$2.02M 0.97% 21
2020
Q2
$4.05M Buy
102,258
+9,715
+10% +$360K 0.7% 29
2020
Q1
$3.08M Buy
92,543
+16,924
+22% +$690K 0.61% 33
2019
Q4
$3.39M Buy
75,619
+9,850
+15% +$417K 0.59% 36
2019
Q3
$2.64M Sell
65,769
-8,561
-12% -$353K 0.5% 51
2019
Q2
$3.19M Buy
74,330
+1,749
+2% +$73.6K 0.62% 35
2019
Q1
$3.1M Buy
72,581
+3,284
+5% +$135K 0.65% 34
2018
Q4
$2.64M Buy
69,297
+4,600
+7% +$178K 0.64% 42
2018
Q3
$2.65M Buy
64,697
+2,529
+4% +$106K 0.59% 43
2018
Q2
$2.62M Buy
62,168
+9,216
+17% +$416K 0.63% 37
2018
Q1
$2.49M Sell
52,952
-437
-0.8% -$21K 0.82% 26
2017
Q4
$2.45M Buy
53,389
+7,771
+17% +$347K 0.8% 24
2017
Q3
$1.99M Buy
45,618
+29,425
+182% +$1.27M 0.79% 30
2017
Q2
$661K Buy
16,193
+6,526
+68% +$265K 0.3% 93
2017
Q1
$384K Sell
9,667
-22,738
-70% -$877K 0.17% 128
2016
Q4
$1.16M Buy
32,405
+23,000
+245% +$842K 0.54% 47
2016
Q3
$354K Buy
+9,405
New +$350K 0.2% 97

Other funds holding VWO

Arete Wealth Advisors's VWO Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 36% in Q1 2026, selling an estimated $3.66M and leaving 117,114 shares worth $6.33M. The position accounts for 0.47% of the portfolio, ranked #52.

Arete Wealth Advisors first reported a position in VWO in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.55B in Q4 2022. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Arete Wealth Advisors held 117,114 shares of Vanguard FTSE Emerging Markets ETF worth $6.33M as of Q1 2026.
  • Arete Wealth Advisors sold 65,399 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $3.66M.
  • Vanguard FTSE Emerging Markets ETF made up 0.47% of Arete Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Arete Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and has held it in 39 quarters since.
  • Arete Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $3.55B in Q4 2022.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.