Avity Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Avity Investment 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 Q3	$4.17M	Buy	70,232 +2,064	+3%	+$123K	0.26%	45
2026 Q2	$4.07M	Buy	68,168 +4,877	+8%	+$287K	0.26%	46
2026 Q1	$3.42M	Buy	63,291 +20,775	+49%	+$1.16M	0.25%	47
2025 Q4	$2.29M	Buy	42,516 +12,070	+40%	+$656K	0.16%	51
2025 Q3	$1.65M	Buy	+30,446	New	+$1.57M	0.12%	57
2022 Q1	–	Sell	-5,187	Closed	-$257K	–	96
2021 Q4	$257K	Hold	5,187	–	–	0.02%	78
2021 Q3	$259K	Hold	5,187	–	–	0.02%	77
2021 Q2	$282K	Hold	5,187	–	–	0.02%	71
2021 Q1	$270K	Buy	5,187 +500	+11%	+$26.6K	0.02%	75
2020 Q4	$235K	Buy	+4,687	New	+$220K	0.02%	76
2019 Q2	–	Sell	-4,862	Closed	-$207K	–	84
2019 Q1	$207K	Buy	+4,862	New	+$200K	0.03%	74
2018 Q2	–	Sell	-4,462	Closed	-$210K	–	82
2018 Q1	$210K	Buy	+4,462	New	+$214K	0.03%	74
2016 Q1	–	Sell	-6,144	Closed	-$201K	–	70
2015 Q4	$201K	Buy	+6,144	New	+$211K	0.03%	68
2015 Q3	–	Sell	-11,294	Closed	-$462K	–	69
2015 Q2	$462K	Sell	11,294 -875	-7%	-$37.6K	0.07%	52
2015 Q1	$528K	Hold	12,169	–	–	0.08%	49
2014 Q4	$487K	Hold	12,169	–	–	0.08%	50
2014 Q3	$508K	Hold	12,169	–	–	0.09%	48
2014 Q2	$525K	Buy	+12,169	New	+$513K	0.09%	51

Other funds holding VWO

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Avity Investment Management's VWO Position: Q3 2026 in Review

Avity Investment Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3% in Q3 2026, buying an estimated $123K and bringing the position to 70,232 shares worth $4.17M. The position accounts for 0.26% of the portfolio, ranked #45.

Avity Investment Management first reported a position in VWO in Q2 2014 and has held it in 18 quarters since. 160 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Avity Investment Management held 70,232 shares of Vanguard FTSE Emerging Markets ETF worth $4.17M as of Q3 2026.
Avity Investment Management bought 2,064 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $123K.
Vanguard FTSE Emerging Markets ETF made up 0.26% of Avity Investment Management's portfolio in Q3 2026, its #45 holding.
Avity Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and has held it in 18 quarters since.
160 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.