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 Q3	$297K	Buy	5,003 +2	+0%	+$119	0.03%	190
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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Capital Advisors Wealth Management's VWO Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.04% in Q3 2026, buying an estimated $119 and bringing the position to 5,003 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #190.

Capital Advisors Wealth Management first reported a position in VWO in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.4M in Q2 2021. 160 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Capital Advisors Wealth Management held 5,003 shares of Vanguard FTSE Emerging Markets ETF worth $297K as of Q3 2026.
Capital Advisors Wealth Management bought 2 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $119.
Vanguard FTSE Emerging Markets ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #190 holding.
Capital Advisors Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
Capital Advisors Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $10.4M in Q2 2021.
160 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.