Avior Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Avior Wealth Management’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	$19.9M	Sell	333,795 -6,454	-2%	-$379K	0.52%	47
2026 Q1	$18.4M	Sell	340,249 -4,154	-1%	-$233K	0.52%	48
2025 Q4	$18.5M	Buy	344,403 +11,599	+3%	+$630K	0.58%	43
2025 Q3	$18M	Buy	332,804 +6,069	+2%	+$313K	0.58%	43
2025 Q2	$16.2M	Buy	326,735 +4,093	+1%	+$190K	0.56%	43
2025 Q1	$14.6M	Buy	322,642 +4,680	+1%	+$211K	0.55%	44
2024 Q4	$14M	Buy	317,962 +82,698	+35%	+$3.84M	0.51%	44
2024 Q3	$11.3M	Sell	235,264 -8,794	-4%	-$391K	0.45%	45
2024 Q2	$10.7M	Buy	244,058 +68,727	+39%	+$2.96M	0.46%	47
2024 Q1	$7.32M	Sell	175,331 -39,866	-19%	-$1.63M	0.34%	57
2023 Q4	$8.84M	Sell	215,197 -7,214	-3%	-$286K	0.54%	42
2023 Q3	$8.72M	Sell	222,411 -65,505	-23%	-$2.67M	0.59%	39
2023 Q2	$11.7M	Sell	287,916 -58,658	-17%	-$2.36M	0.76%	30
2023 Q1	$14M	Buy	346,574 +2,181	+0.6%	+$88.9K	0.96%	21
2022 Q4	$13.4M	Sell	344,393 -7,701	-2%	-$294K	1.01%	22
2022 Q3	$12.8M	Buy	352,094 +302,561	+611%	+$12.3M	1.06%	21
2022 Q2	$2.06M	Buy	49,533 +82	+0.2%	+$3.54K	0.21%	97
2022 Q1	$2.28M	Sell	49,451 -168	-0.3%	-$8.08K	0.2%	99
2021 Q4	$2.45M	Sell	49,619 -5,031	-9%	-$254K	0.2%	98
2021 Q3	$2.73M	Sell	54,650 -648	-1%	-$33.5K	0.23%	88
2021 Q2	$3.01M	Sell	55,298 -1,064	-2%	-$56.7K	0.3%	73
2021 Q1	$2.93M	Sell	56,362 -2,545	-4%	-$135K	0.31%	75
2020 Q4	$2.95M	Sell	58,907 -3,302	-5%	-$155K	0.36%	66
2020 Q3	$2.69M	Sell	62,209 -1,290	-2%	-$56.1K	0.38%	63
2020 Q2	$2.52M	Buy	63,499 +1,763	+3%	+$65.3K	0.39%	57
2020 Q1	$2.07M	Sell	61,736 -529	-0.8%	-$21.6K	0.41%	62
2019 Q4	$2.77M	Buy	62,265 +1,208	+2%	+$51.2K	0.44%	57
2019 Q3	$2.46M	Sell	61,057 -753	-1%	-$31.1K	0.43%	62
2019 Q2	$2.63M	Buy	61,810 +2,044	+3%	+$86K	0.47%	55
2019 Q1	$2.54M	Buy	59,766 +891	+2%	+$36.7K	0.54%	46
2018 Q4	$2.24M	Buy	58,875 +641	+1%	+$24.8K	0.54%	47
2018 Q3	$2.39M	Sell	58,234 -513	-0.9%	-$21.6K	0.51%	48
2018 Q2	$2.48M	Buy	58,747 +351	+0.6%	+$15.9K	0.56%	43
2018 Q1	$2.74M	Sell	58,396 -225	-0.4%	-$10.8K	0.63%	39
2017 Q4	$2.69M	Sell	58,621 -87	-0.1%	-$3.89K	0.6%	42
2017 Q3	$2.56M	Buy	58,708 +2,365	+4%	+$102K	0.84%	30
2017 Q2	$2.3M	Sell	56,343 -1,384	-2%	-$56.1K	0.94%	25
2017 Q1	$2.29M	Buy	57,727 +2,456	+4%	+$94.8K	0.77%	33
2016 Q4	$1.98M	Sell	55,271 -2,679	-5%	-$98.1K	0.74%	34
2016 Q3	$2.18M	Sell	57,950 -319	-0.5%	-$11.9K	0.85%	32
2016 Q2	$2.05M	Sell	58,269 -3,592	-6%	-$123K	0.87%	31
2016 Q1	$2.14M	Buy	61,861 +882	+1%	+$27.7K	0.95%	28
2015 Q4	$2M	Sell	60,979 -1,936	-3%	-$66.6K	1.09%	21
2015 Q3	$2.08M	Buy	62,915 +4,251	+7%	+$154K	1.22%	18
2015 Q2	$2.4M	Buy	58,664 +1,329	+2%	+$57.1K	1.87%	15
2015 Q1	$2.34M	Sell	57,335 -181	-0.3%	-$7.36K	1.81%	16
2014 Q4	$2.3M	Buy	57,516 +351	+0.6%	+$14.4K	1.83%	16
2014 Q3	$2.38M	Sell	57,165 -2,527	-4%	-$112K	2.03%	14
2014 Q2	$2.58M	Sell	59,692 -4,203	-7%	-$177K	2.16%	14
2014 Q1	$2.59M	Buy	63,895 +3,202	+5%	+$124K	2.17%	13
2013 Q4	$2.5M	Buy	+60,693	New	+$2.5M	2.37%	12

Other funds holding VWO

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Avior Wealth Management's VWO Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.9% in Q2 2026, selling an estimated $379K and leaving 333,795 shares worth $19.9M. The position accounts for 0.52% of the portfolio, ranked #47.

Avior Wealth Management first reported a position in VWO in Q4 2013 and has held it in 51 quarters since. 1,806 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Avior Wealth Management held 333,795 shares of Vanguard FTSE Emerging Markets ETF worth $19.9M as of Q2 2026.
Avior Wealth Management sold 6,454 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $379K.
Vanguard FTSE Emerging Markets ETF made up 0.52% of Avior Wealth Management's portfolio in Q2 2026, its #47 holding.
Avior Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 51 quarters since.
1,806 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.