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

Cape Investment Advisory’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	$533K	Sell	8,935 -489	-5%	-$28.7K	0.14%	123
2026 Q1	$509K	Buy	9,424 +408	+5%	+$22.9K	0.17%	117
2025 Q4	$485K	Buy	9,016 +2,776	+44%	+$151K	0.15%	116
2025 Q3	$338K	Sell	6,240 -1,132	-15%	-$58.3K	0.33%	77
2025 Q2	$365K	Buy	7,372 +115	+2%	+$5.33K	0.13%	122
2025 Q1	$328K	Buy	7,257 +3,673	+102%	+$165K	0.13%	123
2024 Q4	$158K	Buy	3,584 +228	+7%	+$10.6K	0.06%	195
2024 Q3	$161K	Buy	3,356 +564	+20%	+$25.1K	0.07%	190
2024 Q2	$122K	Sell	2,792 -1,631	-37%	-$70.3K	0.05%	204
2024 Q1	$185K	Buy	4,423 +497	+13%	+$20.3K	0.09%	152
2023 Q4	$161K	Buy	3,926 +1,949	+99%	+$77.3K	0.08%	167
2023 Q3	$77.5K	Sell	1,977 -914	-32%	-$37.3K	0.04%	232
2023 Q2	$118K	Buy	2,891 +1,483	+105%	+$59.8K	0.07%	186
2023 Q1	$56.9K	Buy	+1,408	New	+$57.4K	0.03%	247

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Cape Investment Advisory's VWO Position: Q2 2026 in Review

Cape Investment Advisory reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.2% in Q2 2026, selling an estimated $28.7K and leaving 8,935 shares worth $533K. The position accounts for 0.14% of the portfolio, ranked #123.

Cape Investment Advisory first reported a position in VWO in Q1 2023 and has held it in 14 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Cape Investment Advisory held 8,935 shares of Vanguard FTSE Emerging Markets ETF worth $533K as of Q2 2026.
Cape Investment Advisory sold 489 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $28.7K.
Vanguard FTSE Emerging Markets ETF made up 0.14% of Cape Investment Advisory's portfolio in Q2 2026, its #123 holding.
Cape Investment Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.