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

AssuredPartners Investment 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 		$2.72M Sell
50,288
-1,538
-3% -$86.2K 0.3% 86
2025
Q4 		$2.79M Buy
51,826
+41,967
+426% +$2.28M 0.41% 63
2025
Q3 		$534K Sell
9,859
-3,487
-26% -$180K 0.12% 129
2025
Q2 		$660K Sell
13,346
-38,682
-74% -$1.79M 0.16% 107
2025
Q1 		$2.35M Buy
52,028
+195
+0.4% +$8.78K 0.45% 61
2024
Q4 		$2.28M Buy
+51,833
New +$2.41M 0.44% 63

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssuredPartners Investment Advisors's VWO Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3% in Q1 2026, selling an estimated $86.2K and leaving 50,288 shares worth $2.72M. The position accounts for 0.3% of the portfolio, ranked #86.

AssuredPartners Investment Advisors first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q4 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • AssuredPartners Investment Advisors held 50,288 shares of Vanguard FTSE Emerging Markets ETF worth $2.72M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 1,538 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $86.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.3% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • AssuredPartners Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.79M in Q4 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.