AWE
VWO icon

Avidian Wealth Enterprises’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Avidian Wealth Enterprises’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 		$2.29M Sell
42,452
-5,176
-11% -$290K 0.07% 177
2025
Q4 		$2.56M Sell
47,628
-17,431
-27% -$947K 0.09% 111
2025
Q3 		$3.52M Sell
65,059
-28,099
-30% -$1.45M 0.13% 97
2025
Q2 		$4.61M Sell
93,158
-5,238
-5% -$243K 0.19% 78
2025
Q1 		$4.45M Sell
98,396
-1,950
-2% -$87.8K 0.2% 75
2024
Q4 		$4.42M Sell
100,346
-2,954
-3% -$137K 0.2% 75
2024
Q3 		$4.94M Sell
103,300
-4,589
-4% -$204K 0.22% 67
2024
Q2 		$4.72M Sell
107,889
-9,575
-8% -$412K 0.2% 70
2024
Q1 		$4.91M Sell
117,464
-259,341
-69% -$10.6M 0.24% 67
2023
Q4 		$15.5M Sell
376,805
-13,626
-3% -$540K 0.95% 21
2023
Q3 		$15.3M Buy
390,431
+46,422
+13% +$1.9M 1.08% 20
2023
Q2 		$14M Sell
344,009
-182,595
-35% -$7.36M 0.92% 23
2023
Q1 		$21.3M Buy
526,604
+397,490
+308% +$16.2M 1.17% 17
2022
Q4 		$5.03M Buy
129,114
+95,123
+280% +$3.63M 0.33% 67
2022
Q3 		$1.24M Sell
33,991
-2,327
-6% -$94.5K 0.09% 131
2022
Q2 		$1.51M Buy
36,318
+138
+0.4% +$5.96K 0.11% 127
2022
Q1 		$1.67M Buy
36,180
+346
+1% +$16.6K 0.1% 135
2021
Q4 		$1.77M Buy
35,834
+30,092
+524% +$1.52M 0.11% 126
2021
Q3 		$287K Buy
5,742
+439
+8% +$22.7K 0.02% 302
2021
Q2 		$288K Buy
5,303
+1,355
+34% +$72.2K 0.02% 315
2021
Q1 		$205K Buy
+3,948
New +$210K 0.02% 341
2020
Q3 		– Sell
-6,174
Closed -$245K – 305
2020
Q2 		$245K Sell
6,174
-1,983
-24% -$73.4K 0.03% 223
2020
Q1 		$274K Sell
8,157
-1,811
-18% -$73.8K 0.04% 150
2019
Q4 		$443K Buy
9,968
+755
+8% +$32K 0.06% 129
2019
Q3 		$371K Sell
9,213
-892
-9% -$36.8K 0.06% 125
2019
Q2 		$430K Buy
10,105
+2,126
+27% +$89.5K 0.1% 77
2019
Q1 		$339K Buy
7,979
+1,250
+19% +$51.5K 0.08% 86
2018
Q4 		$256K Buy
+6,729
New +$261K 0.09% 77

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

Avidian Wealth Enterprises's VWO Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q1 2026, selling an estimated $290K and leaving 42,452 shares worth $2.29M. The position accounts for 0.07% of the portfolio, ranked #177.

Avidian Wealth Enterprises first reported a position in VWO in Q4 2018 and has held it in 28 quarters since. The position peaked at $21.3M in Q1 2023. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Avidian Wealth Enterprises held 42,452 shares of Vanguard FTSE Emerging Markets ETF worth $2.29M as of Q1 2026.
  • Avidian Wealth Enterprises sold 5,176 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $290K.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #177 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Vanguard FTSE Emerging Markets ETF position peaked at $21.3M in Q1 2023.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.