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

Capital Advisors Wealth Management’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	$299K	Buy	5,001 +2	+0%	+$118	0.04%	189
2026 Q1	$270K	Buy	4,999 +12	+0.2%	+$672	0.04%	181
2025 Q4	$268K	Buy	4,987 +24	+0.5%	+$1.3K	0.04%	188
2025 Q3	$269K	Sell	4,963 -74	-1%	-$3.81K	0.04%	183
2025 Q2	$249K	Sell	5,037 -409	-8%	-$19K	0.04%	173
2025 Q1	$246K	Buy	5,446 +2	+0%	+$90	0.04%	155
2024 Q4	$240K	Buy	5,444 +39	+0.7%	+$1.81K	0.04%	159
2024 Q3	$259K	Buy	5,405 +248	+5%	+$11K	0.05%	138
2024 Q2	$226K	Buy	5,157 +6	+0.1%	+$258	0.04%	142
2024 Q1	$215K	Sell	5,151 -582	-10%	-$23.8K	0.04%	144
2023 Q4	$236K	Sell	5,733 -376	-6%	-$14.9K	0.05%	128
2023 Q3	$240K	Buy	6,109 +477	+8%	+$19.5K	0.06%	113
2023 Q2	$229K	Buy	+5,632	New	+$227K	0.06%	120
2023 Q1	–	Sell	-17,972	Closed	-$701K	–	152
2022 Q4	$701K	Sell	17,972 -297	-2%	-$11.3K	0.21%	61
2022 Q3	$667K	Buy	18,269 +1,414	+8%	+$57.4K	0.22%	54
2022 Q2	$702K	Buy	+16,855	New	+$728K	0.23%	51
2022 Q1	–	Sell	-28,298	Closed	-$1.4M	–	138
2021 Q4	$1.4M	Sell	28,298 -122	-0.4%	-$6.15K	0.43%	41
2021 Q3	$1.42M	Sell	28,420 -164,001	-85%	-$8.47M	0.5%	39
2021 Q2	$10.4M	Buy	192,421 +734	+0.4%	+$39.1K	3.87%	9
2021 Q1	$9.98M	Buy	+191,687	New	+$10.2M	4.31%	8

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 Wealth Management's VWO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.04% in Q2 2026, buying an estimated $118 and bringing the position to 5,001 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #189.

Capital Advisors Wealth Management first reported a position in VWO in Q1 2021 and has held it in 20 quarters since. The position peaked at $10.4M in Q2 2021. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Capital Advisors Wealth Management held 5,001 shares of Vanguard FTSE Emerging Markets ETF worth $299K as of Q2 2026.
Capital Advisors Wealth Management bought 2 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $118.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #189 holding.
Capital Advisors Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 20 quarters since.
Capital Advisors Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $10.4M in Q2 2021.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.