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 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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Avity Investment Management's VWO Position: Q2 2026 in Review

Avity Investment Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.7% in Q2 2026, buying an estimated $287K and bringing the position to 68,168 shares worth $4.07M. The position accounts for 0.26% of the portfolio, ranked #46.

Avity Investment Management first reported a position in VWO in Q2 2014 and has held it in 17 quarters since. 1,034 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Avity Investment Management held 68,168 shares of Vanguard FTSE Emerging Markets ETF worth $4.07M as of Q2 2026.
Avity Investment Management bought 4,877 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $287K.
Vanguard FTSE Emerging Markets ETF made up 0.26% of Avity Investment Management's portfolio in Q2 2026, its #46 holding.
Avity Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and has held it in 17 quarters since.
1,034 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.