Beacon Investment Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Beacon Investment Advisory Services’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	$22.2M	Buy	372,181 +62,774	+20%	+$3.69M	0.83%	35
2026 Q1	$16.7M	Buy	309,407 +77,564	+33%	+$4.35M	0.69%	42
2025 Q4	$12.5M	Buy	231,843 +1,704	+0.7%	+$92.6K	0.51%	52
2025 Q3	$12.5M	Buy	230,139 +8,570	+4%	+$442K	0.52%	54
2025 Q2	$11M	Buy	221,569 +4,039	+2%	+$187K	0.48%	58
2025 Q1	$9.85M	Buy	217,530 +1,127	+0.5%	+$50.7K	0.46%	61
2024 Q4	$9.53M	Sell	216,403 -1,550	-0.7%	-$72K	0.41%	64
2024 Q3	$10.4M	Sell	217,953 -4,133	-2%	-$184K	0.43%	61
2024 Q2	$9.72M	Buy	222,086 +6,721	+3%	+$290K	0.42%	61
2024 Q1	$9M	Buy	215,365 +15,486	+8%	+$632K	0.39%	67
2023 Q4	$8.22M	Sell	199,879 -3,176	-2%	-$126K	0.37%	67
2023 Q3	$7.96M	Sell	203,055 -8,476	-4%	-$346K	0.39%	64
2023 Q2	$8.61M	Buy	211,531 +3,007	+1%	+$121K	0.4%	64
2023 Q1	$8.42M	Buy	208,524 +20,851	+11%	+$850K	0.41%	62
2022 Q4	$7.32M	Sell	187,673 -4,736	-2%	-$181K	0.37%	64
2022 Q3	$7.02M	Buy	192,409 +1,251	+0.7%	+$50.8K	0.39%	66
2022 Q2	$7.96M	Buy	191,158 +3,421	+2%	+$148K	0.41%	70
2022 Q1	$8.66M	Buy	187,737 +10,579	+6%	+$509K	0.37%	71
2021 Q4	$8.76M	Sell	177,158 -1,013	-0.6%	-$51.1K	0.34%	73
2021 Q3	$8.91M	Buy	178,171 +28,952	+19%	+$1.5M	0.37%	68
2021 Q2	$8.1M	Buy	149,219 +10,783	+8%	+$574K	0.33%	71
2021 Q1	$7.21M	Buy	138,436 +13,425	+11%	+$715K	0.31%	73
2020 Q4	$6.26M	Buy	125,011 +2,554	+2%	+$120K	0.29%	76
2020 Q3	$5.29M	Sell	122,457 -4,429	-3%	-$193K	0.27%	76
2020 Q2	$5.03M	Sell	126,886 -1,637	-1%	-$60.6K	0.29%	76
2020 Q1	$4.31M	Buy	128,523 +16,429	+15%	+$670K	0.3%	74
2019 Q4	$4.99M	Buy	112,094 +3,884	+4%	+$165K	0.27%	82
2019 Q3	$4.36M	Buy	108,210 +14,037	+15%	+$579K	0.44%	61
2019 Q2	$4M	Buy	94,173 +2,104	+2%	+$88.5K	0.42%	66
2019 Q1	$3.91M	Buy	92,069 +24,199	+36%	+$996K	0.41%	68
2018 Q4	$2.59M	Buy	67,870 +2,431	+4%	+$94.2K	0.29%	79
2018 Q3	$2.68M	Sell	65,439 -33,041	-34%	-$1.39M	0.26%	83
2018 Q2	$4.16M	Buy	98,480 +36,987	+60%	+$1.67M	0.42%	66
2018 Q1	$2.89M	Buy	61,493 +145	+0.2%	+$6.95K	0.3%	84
2017 Q4	$2.82M	Sell	61,348 -4,814	-7%	-$215K	0.3%	88
2017 Q3	$2.88M	Buy	+66,162	New	+$2.86M	0.25%	98

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Beacon Investment Advisory Services's VWO Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q2 2026, buying an estimated $3.69M and bringing the position to 372,181 shares worth $22.2M. The position accounts for 0.83% of the portfolio, ranked #35.

Beacon Investment Advisory Services first reported a position in VWO in Q3 2017 and has held it in 36 quarters since. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Beacon Investment Advisory Services held 372,181 shares of Vanguard FTSE Emerging Markets ETF worth $22.2M as of Q2 2026.
Beacon Investment Advisory Services bought 62,774 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $3.69M.
Vanguard FTSE Emerging Markets ETF made up 0.83% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #35 holding.
Beacon Investment Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and has held it in 36 quarters since.
938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.