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

Caerus 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 Q1	$240K	Buy	4,442 +196	+5%	+$11K	0.1%	204
2025 Q4	$228K	Buy	+4,246	New	+$231K	0.07%	283
2023 Q2	–	Sell	-6,201	Closed	-$251K	–	52
2023 Q1	$251K	Sell	6,201 -305	-5%	-$12.4K	0.29%	44
2022 Q4	$254K	Sell	6,506 -102	-2%	-$3.89K	0.38%	36
2022 Q3	$241K	Hold	6,608	–	–	0.3%	47
2022 Q2	$275K	Hold	6,608	–	–	0.33%	51
2022 Q1	$270K	Sell	6,608 -1,335	-17%	-$64.2K	0.33%	47
2021 Q4	$393K	Buy	+7,943	New	+$401K	0.43%	41

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caerus Investment Advisors's VWO Position: Q1 2026 in Review

Caerus Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.6% in Q1 2026, buying an estimated $11K and bringing the position to 4,442 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #204.

Caerus Investment Advisors first reported a position in VWO in Q4 2021 and has held it in 8 quarters since. The position peaked at $393K in Q4 2021. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Caerus Investment Advisors held 4,442 shares of Vanguard FTSE Emerging Markets ETF worth $240K as of Q1 2026.
Caerus Investment Advisors bought 196 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $11K.
Vanguard FTSE Emerging Markets ETF made up 0.1% of Caerus Investment Advisors's portfolio in Q1 2026, its #204 holding.
Caerus Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
Caerus Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $393K in Q4 2021.
2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.