Capital Advisors Ltd’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capital Advisors Ltd’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	$329K	Buy	5,508 +249	+5%	+$14.6K	0.03%	243
2026 Q1	$284K	Buy	5,259 +992	+23%	+$55.6K	0.03%	255
2025 Q4	$229K	Buy	4,267 +2,565	+151%	+$139K	0.03%	271
2025 Q3	$92K	Hold	1,702	–	–	0.01%	381
2025 Q2	$84K	Hold	1,702	–	–	0.01%	378
2025 Q1	$77K	Sell	1,702 -523	-24%	-$23.5K	0.01%	385
2024 Q4	$98K	Hold	2,225	–	–	0.01%	344
2024 Q3	$106K	Sell	2,225 -1,398	-39%	-$62.2K	0.01%	335
2024 Q2	$159K	Sell	3,623 -400	-10%	-$17.2K	0.02%	293
2024 Q1	$168K	Buy	4,023 +301	+8%	+$12.3K	0.02%	291
2023 Q4	$153K	Buy	3,722 +22	+0.6%	+$873	0.02%	290
2023 Q3	$145K	Buy	3,700 +8	+0.2%	+$327	0.02%	293
2023 Q2	$150K	Buy	3,692 +173	+5%	+$6.97K	0.02%	294
2023 Q1	$142K	Buy	3,519 +1	+0%	+$41	0.02%	277
2022 Q4	$137K	Buy	3,518 +1,134	+48%	+$43.2K	0.02%	280
2022 Q3	$87K	Sell	2,384 -1,764	-43%	-$71.6K	0.02%	327
2022 Q2	$173K	Hold	4,148	–	–	0.03%	251
2022 Q1	$191K	Buy	4,148 +2,764	+200%	+$133K	0.03%	233
2021 Q4	$68K	Hold	1,384	–	–	0.01%	336
2021 Q3	$69K	Buy	1,384 +299	+28%	+$15.4K	0.01%	303
2021 Q2	$59K	Hold	1,085	–	–	0.01%	305
2021 Q1	$56K	Buy	1,085 +592	+120%	+$31.5K	0.01%	286
2020 Q4	$25K	Hold	493	–	–	0.01%	325
2020 Q3	$21K	Hold	493	–	–	0.01%	334
2020 Q2	$20K	Sell	493 -8	-2%	-$296	0.01%	330
2020 Q1	$17K	Sell	501 -4,700	-90%	-$192K	0.01%	325
2019 Q4	$231K	Sell	5,201 -130	-2%	-$5.51K	0.06%	139
2019 Q3	$215K	Hold	5,331	–	–	0.06%	141
2019 Q2	$227K	Hold	5,331	–	–	0.06%	135
2019 Q1	$227K	Sell	5,331 -14,905	-74%	-$614K	0.06%	139
2018 Q4	$771K	Sell	20,236 -2,349	-10%	-$91K	0.23%	67
2018 Q3	$926K	Buy	22,585 +21,426	+1,849%	+$901K	0.26%	56
2018 Q2	$49K	Buy	1,159 +898	+344%	+$40.6K	0.02%	234
2018 Q1	$12K	Sell	261 -74	-22%	-$3.55K	﹤0.01%	314
2017 Q4	$15K	Hold	335	–	–	﹤0.01%	303
2017 Q3	$15K	Hold	335	–	–	0.01%	304
2017 Q2	$14K	Hold	335	–	–	0.01%	309
2017 Q1	$13K	Hold	335	–	–	0.01%	290
2016 Q4	$12K	Hold	335	–	–	0.01%	289
2016 Q3	$13K	Hold	335	–	–	0.01%	277
2016 Q2	$12K	Buy	335 +49	+17%	+$1.67K	0.01%	269
2016 Q1	$10K	Hold	286	–	–	0.01%	272
2015 Q4	$9K	Sell	286 -213	-43%	-$7.33K	﹤0.01%	271
2015 Q3	$17K	Hold	499	–	–	0.01%	231
2015 Q2	$20K	Hold	499	–	–	0.01%	247
2015 Q1	$20K	Hold	499	–	–	0.01%	233
2014 Q4	$20K	Hold	499	–	–	0.01%	226
2014 Q3	$20K	Hold	499	–	–	0.01%	231
2014 Q2	$22K	Hold	499	–	–	0.01%	232
2014 Q1	$20K	Hold	499	–	–	0.01%	236
2013 Q4	$21K	Buy	+499	New	+$20.6K	0.01%	198

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

Capital Advisors Ltd's VWO Position: Q2 2026 in Review

Capital Advisors Ltd increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.7% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,508 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #243.

Capital Advisors Ltd first reported a position in VWO in Q4 2013 and has held it in 51 quarters since. The position peaked at $926K in Q3 2018. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Capital Advisors Ltd held 5,508 shares of Vanguard FTSE Emerging Markets ETF worth $329K as of Q2 2026.
Capital Advisors Ltd bought 249 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $14.6K.
Vanguard FTSE Emerging Markets ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #243 holding.
Capital Advisors Ltd first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's Vanguard FTSE Emerging Markets ETF position peaked at $926K in Q3 2018.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.