AAS
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Avantax Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$46.9M Buy
949,158
+184,242
+24% +$8.55M 0.26% 55
2025
Q1 		$34.6M Buy
764,916
+113,716
+17% +$5.12M 0.21% 77
2024
Q4 		$28.7M Buy
651,200
+8,561
+1% +$398K 0.18% 85
2024
Q3 		$30.8M Buy
642,639
+24,218
+4% +$1.08M 0.2% 78
2024
Q2 		$27.1M Buy
618,421
+161,501
+35% +$6.96M 0.19% 80
2024
Q1 		$19.1M Buy
456,920
+24,341
+6% +$993K 0.17% 95
2023
Q4 		$17.8M Buy
432,579
+39,957
+10% +$1.58M 0.18% 93
2023
Q3 		$15.4M Buy
392,622
+24,780
+7% +$1.01M 0.17% 97
2023
Q2 		$15M Sell
367,842
-3,304
-0.9% -$133K 0.17% 99
2023
Q1 		$15M Buy
371,146
+1,059
+0.3% +$43.2K 0.18% 93
2022
Q4 		$14.4M Buy
370,087
+21,289
+6% +$812K 0.19% 89
2022
Q3 		$12.7M Buy
348,798
+16,378
+5% +$665K 0.2% 81
2022
Q2 		$13.8M Sell
332,420
-297
-0.1% -$12.8K 0.21% 77
2022
Q1 		$15.4M Buy
332,717
+30,980
+10% +$1.49M 0.21% 73
2021
Q4 		$14.9M Buy
301,737
+30,480
+11% +$1.54M 0.22% 70
2021
Q3 		$13.6M Buy
271,257
+17,121
+7% +$885K 0.23% 69
2021
Q2 		$13.8M Buy
254,136
+16,505
+7% +$879K 0.25% 65
2021
Q1 		$12.4M Sell
237,631
-1,848
-0.8% -$98.4K 0.27% 62
2020
Q4 		$12M Sell
239,479
-504,713
-68% -$23.7M 0.29% 58
2020
Q3 		$32.2M Buy
744,192
+430,316
+137% +$18.7M 0.52% 34
2020
Q2 		$12.4M Sell
313,876
-24,098
-7% -$892K 0.36% 47
2020
Q1 		$11.3M Buy
337,974
+26,498
+9% +$1.08M 0.34% 45
2019
Q4 		$13.8M Buy
311,476
+258,852
+492% +$11M 0.32% 49
2019
Q3 		$2.12M Sell
52,624
-3,383
-6% -$140K 0.09% 126
2019
Q2 		$2.38M Buy
56,007
+4,853
+9% +$204K 0.11% 98
2019
Q1 		$2.17M Sell
51,154
-6,324
-11% -$260K 0.12% 95
2018
Q4 		$2.19M Buy
+57,478
New +$2.23M 0.37% 70

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Avantax Advisory Services's VWO Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 24% in Q2 2025, buying an estimated $8.55M and bringing the position to 949,158 shares worth $46.9M. The position accounts for 0.26% of the portfolio, ranked #55.

Avantax Advisory Services first reported a position in VWO in Q4 2018 and has held it in 27 quarters since. 2,263 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

  • Avantax Advisory Services held 949,158 shares of Vanguard FTSE Emerging Markets ETF worth $46.9M as of Q2 2025.
  • Avantax Advisory Services bought 184,242 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $8.55M.
  • Vanguard FTSE Emerging Markets ETF made up 0.26% of Avantax Advisory Services's portfolio in Q2 2025, its #55 holding.
  • Avantax Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,263 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.