BWA
VWO icon

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

Burt 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
Q3 		$475K Sell
8,761
-202
-2% -$10.4K 0.12% 69
2025
Q2 		$443K Hold
8,963
– – 0.1% 74
2025
Q1 		$406K Hold
8,963
– – 0.1% 69
2024
Q4 		$395K Hold
8,963
– – 0.1% 73
2024
Q3 		$429K Sell
8,963
-1,015
-10% -$45.2K 0.11% 70
2024
Q2 		$437K Sell
9,978
-4,000
-29% -$172K 0.12% 66
2024
Q1 		$584K Buy
13,978
+5,067
+57% +$207K 0.15% 58
2023
Q4 		$366K Hold
8,911
– – 0.1% 72
2023
Q3 		$349K Hold
8,911
– – 0.11% 70
2023
Q2 		$362K Buy
8,911
+115
+1% +$4.64K 0.11% 72
2023
Q1 		$355K Sell
8,796
-5
-0.1% -$204 0.11% 71
2022
Q4 		$343K Hold
8,801
– – 0.11% 72
2022
Q3 		$321K Hold
8,801
– – 0.13% 64
2022
Q2 		$367K Buy
8,801
+115
+1% +$4.96K 0.13% 60
2022
Q1 		$401K Sell
8,686
-1,228
-12% -$59.1K 0.12% 63
2021
Q4 		$490K Buy
9,914
+9
+0.1% +$454 0.16% 47
2021
Q3 		$495K Buy
9,905
+902
+10% +$46.6K 0.16% 51
2021
Q2 		$489K Buy
9,003
+36
+0.4% +$1.92K 0.18% 45
2021
Q1 		$467K Buy
8,967
+115
+1% +$6.12K 0.17% 47
2020
Q4 		$444K Sell
8,852
-250
-3% -$11.7K 0.15% 49
2020
Q3 		$394K Hold
9,102
– – 0.15% 48
2020
Q2 		$361K Hold
9,102
– – 0.15% 49
2020
Q1 		$305K Sell
9,102
-31,740
-78% -$1.29M 0.14% 56
2019
Q4 		$1.82M Sell
40,842
-368,354
-90% -$15.6M 0.71% 18
2019
Q3 		$16.5M Sell
409,196
-9,730
-2% -$402K 6.78% 5
2019
Q2 		$17.8M Buy
418,926
+1,762
+0.4% +$74.1K 7.81% 5
2019
Q1 		$17.7M Buy
417,164
+17,972
+5% +$740K 8% 5
2018
Q4 		$15.2M Sell
399,192
-2,111
-0.5% -$81.8K 7.19% 4
2018
Q3 		$16.5M Buy
401,303
+14,527
+4% +$611K 7.47% 5
2018
Q2 		$16.3M Sell
386,776
-10,988
-3% -$496K 7.82% 5
2018
Q1 		$18.7M Buy
397,764
+6,367
+2% +$305K 9.51% 4
2017
Q4 		$18M Buy
391,397
+2,006
+0.5% +$89.7K 11.18% 3
2017
Q3 		$17M Sell
389,391
-9,854
-2% -$426K 11.11% 3
2017
Q2 		$16.3M Buy
399,245
+26,810
+7% +$1.09M 11.27% 3
2017
Q1 		$14.8M Buy
372,435
+12,657
+4% +$488K 10.66% 3
2016
Q4 		$12.9M Buy
359,778
+188
+0.1% +$6.89K 11.5% 2
2016
Q3 		$13.5M Sell
359,590
-413
-0.1% -$15.4K 14.45% 2
2016
Q2 		$12.7M Buy
360,003
+3,103
+0.9% +$106K 14.07% 2
2016
Q1 		$12.3M Buy
356,900
+119,691
+50% +$3.75M 11.25% 3
2015
Q4 		$7.76M Sell
237,209
-30,053
-11% -$1.03M 6.2% 3
2015
Q3 		$8.84M Buy
267,262
+21,693
+9% +$788K 11% 2
2015
Q2 		$11.1M Buy
245,569
+3,030
+1% +$130K 12.12% 2
2015
Q1 		$9.91M Buy
242,539
+23,789
+11% +$967K 10.09% 3
2014
Q4 		$8.75M Buy
+218,750
New +$9.01M 9.3% 3

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Burt Wealth Advisors's VWO Position: Q3 2025 in Review

Burt Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.3% in Q3 2025, selling an estimated $10.4K and leaving 8,761 shares worth $475K. The position accounts for 0.12% of the portfolio, ranked #69.

Burt Wealth Advisors first reported a position in VWO in Q4 2014 and has held it in 44 quarters since. The position peaked at $18.7M in Q1 2018. 2,301 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Burt Wealth Advisors held 8,761 shares of Vanguard FTSE Emerging Markets ETF worth $475K as of Q3 2025.
  • Burt Wealth Advisors sold 202 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $10.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.12% of Burt Wealth Advisors's portfolio in Q3 2025, its #69 holding.
  • Burt Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 44 quarters since.
  • Burt Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $18.7M in Q1 2018.
  • 2,301 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.