BWA
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Bordeaux Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$4.91M Sell
99,259
-10,524
-10% -$488K 0.63% 21
2025
Q1 		$4.97M Sell
109,783
-9,006
-8% -$405K 0.92% 23
2024
Q4 		$5.23M Sell
118,789
-2,799
-2% -$130K 0.84% 23
2024
Q3 		$5.82M Sell
121,588
-459
-0.4% -$20.4K 1.05% 22
2024
Q2 		$5.34M Buy
122,047
+69,065
+130% +$2.98M 1.02% 21
2024
Q1 		$2.21M Buy
52,982
+3,280
+7% +$134K 0.73% 20
2023
Q4 		$2.04M Sell
49,702
-4,076
-8% -$162K 0.69% 20
2023
Q3 		$2.11M Buy
53,778
+11,822
+28% +$483K 0.85% 20
2023
Q2 		$1.71M Buy
41,956
+203
+0.5% +$8.18K 0.7% 20
2023
Q1 		$1.69M Buy
41,753
+9,680
+30% +$394K 0.87% 17
2022
Q4 		$1.25M Sell
32,073
-10,056
-24% -$383K 0.69% 20
2022
Q3 		$1.54M Sell
42,129
-6,675
-14% -$271K 0.97% 18
2022
Q2 		$2.03M Sell
48,804
-5,383
-10% -$232K 1.4% 14
2022
Q1 		$2.5M Sell
54,187
-1,596
-3% -$76.8K 1.35% 17
2021
Q4 		$2.76M Buy
55,783
+3,097
+6% +$156K 1.27% 20
2021
Q3 		$2.63M Sell
52,686
-941
-2% -$48.6K 1.49% 18
2021
Q2 		$2.91M Sell
53,627
-1,649
-3% -$87.8K 1.67% 15
2021
Q1 		$2.88M Sell
55,276
-4,965
-8% -$264K 2% 13
2020
Q4 		$3.02M Buy
+60,241
New +$2.83M 2.27% 9

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Bordeaux Wealth Advisors's VWO Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.6% in Q2 2025, selling an estimated $488K and leaving 99,259 shares worth $4.91M. The position accounts for 0.63% of the portfolio, ranked #21.

Bordeaux Wealth Advisors first reported a position in VWO in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.82M in Q3 2024. 2,264 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

  • Bordeaux Wealth Advisors held 99,259 shares of Vanguard FTSE Emerging Markets ETF worth $4.91M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 10,524 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $488K.
  • Vanguard FTSE Emerging Markets ETF made up 0.63% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #21 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $5.82M in Q3 2024.
  • 2,264 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.