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 Q2	$2.55M	Buy	42,715 +263	+0.6%	+$15.5K	0.07%	184
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Avidian Wealth Enterprises's VWO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.62% in Q2 2026, buying an estimated $15.5K and bringing the position to 42,715 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #184.

Avidian Wealth Enterprises first reported a position in VWO in Q4 2018 and has held it in 29 quarters since. The position peaked at $21.3M in Q1 2023. 2,607 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Avidian Wealth Enterprises held 42,715 shares of Vanguard FTSE Emerging Markets ETF worth $2.55M as of Q2 2026.
Avidian Wealth Enterprises bought 263 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $15.5K.
Vanguard FTSE Emerging Markets ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #184 holding.
Avidian Wealth Enterprises first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 29 quarters since.
Avidian Wealth Enterprises's Vanguard FTSE Emerging Markets ETF position peaked at $21.3M in Q1 2023.
2,607 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.