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Barry Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Barry Investment Advisors’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 		$14.1M Buy
236,886
+13,701
+6% +$805K 2.96% 12
2026
Q1 		$12.1M Buy
223,185
+13,836
+7% +$775K 2.66% 12
2025
Q4 		$11.3M Buy
209,349
+6,287
+3% +$342K 2.51% 10
2025
Q3 		$11M Buy
203,062
+1,610
+0.8% +$83K 2.53% 10
2025
Q2 		$9.96M Sell
201,452
-1
-0% -$46 2.48% 11
2025
Q1 		$9.12M Sell
201,453
-4,075
-2% -$183K 2.42% 12
2024
Q4 		$9.05M Sell
205,528
-3,629
-2% -$169K 2.91% 8
2024
Q3 		$10M Sell
209,157
-248
-0.1% -$11K 3.06% 8
2024
Q2 		$9.16M Sell
209,405
-531
-0.3% -$22.9K 3.09% 8
2024
Q1 		$8.77M Sell
209,936
-169
-0.1% -$6.9K 2.92% 10
2023
Q4 		$8.64M Buy
210,105
+1,194
+0.6% +$47.4K 2.92% 11
2023
Q3 		$8.19M Buy
208,911
+5,964
+3% +$243K 2.95% 10
2023
Q2 		$8.26M Buy
202,947
+7,917
+4% +$319K 2.79% 10
2023
Q1 		$7.88M Buy
195,030
+16,305
+9% +$664K 2.58% 16
2022
Q4 		$6.97M Buy
178,725
+91,442
+105% +$3.49M 2.2% 20
2022
Q3 		$3.19M Buy
87,283
+43,652
+100% +$1.77M 1.09% 31
2022
Q2 		$1.82M Buy
43,631
+4,763
+12% +$206K 0.54% 39
2022
Q1 		$1.79M Sell
38,868
-291
-0.7% -$14K 0.48% 38
2021
Q4 		$1.94M Buy
39,159
+3,526
+10% +$178K 0.51% 35
2021
Q3 		$1.78M Buy
35,633
+3,794
+12% +$196K 0.49% 36
2021
Q2 		$1.73M Buy
31,839
+2,437
+8% +$130K 0.46% 37
2021
Q1 		$1.53M Buy
29,402
+14,298
+95% +$761K 0.42% 39
2020
Q4 		$757K Buy
+15,104
New +$710K 0.22% 47
2016
Q2 		– Sell
-140,466
Closed -$4.86M – 75
2016
Q1 		$4.86M Sell
140,466
-9,024
-6% -$283K 1.55% 26
2015
Q4 		$4.89M Sell
149,490
-7,569
-5% -$260K 1.59% 24
2015
Q3 		$5.2M Sell
157,059
-146,661
-48% -$5.33M 1.67% 26
2015
Q2 		$0 Buy
303,720
+9,621
+3% +$413K ﹤0.01% 72
2015
Q1 		$12M Sell
294,099
-1,255
-0.4% -$51K 3.67% 5
2014
Q4 		$11.8M Buy
+295,354
New +$12.2M 3.84% 5

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Barry Investment Advisors's VWO Position: Q2 2026 in Review

Barry Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.1% in Q2 2026, buying an estimated $805K and bringing the position to 236,886 shares worth $14.1M. The position accounts for 2.96% of the portfolio, ranked #12.

Barry Investment Advisors first reported a position in VWO in Q4 2014 and has held it in 29 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Barry Investment Advisors held 236,886 shares of Vanguard FTSE Emerging Markets ETF worth $14.1M as of Q2 2026.
  • Barry Investment Advisors bought 13,701 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $805K.
  • Vanguard FTSE Emerging Markets ETF made up 2.96% of Barry Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Barry Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 29 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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