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Capital Analysts LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capital Analysts LLC’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 		$2.77M Buy
51,290
+8,061
+19% +$452K 0.07% 219
2025
Q4 		$2.32M Buy
43,229
+3,462
+9% +$188K 0.06% 222
2025
Q3 		$2.15M Buy
39,767
+10,983
+38% +$566K 0.06% 229
2025
Q2 		$1.42M Buy
28,784
+1,437
+5% +$66.6K 0.05% 244
2025
Q1 		$1.24M Buy
27,347
+1,863
+7% +$83.9K 0.05% 238
2024
Q4 		$1.12M Sell
25,484
-1,076
-4% -$50K 0.05% 236
2024
Q3 		$1.27M Buy
26,560
+199
+0.8% +$8.86K 0.05% 223
2024
Q2 		$1.15M Buy
26,361
+940
+4% +$40.5K 0.05% 229
2024
Q1 		$1.06M Sell
25,421
-1,381
-5% -$56.4K 0.05% 232
2023
Q4 		$1.1M Sell
26,802
-1,061
-4% -$42.1K 0.06% 219
2023
Q3 		$1.09M Sell
27,863
-2,848
-9% -$116K 0.06% 210
2023
Q2 		$1.25M Sell
30,711
-370
-1% -$14.9K 0.07% 200
2023
Q1 		$1.26M Buy
31,081
+3,344
+12% +$136K 0.07% 196
2022
Q4 		$1.08M Buy
27,737
+11,827
+74% +$451K 0.07% 207
2022
Q3 		$581K Buy
15,910
+10,038
+171% +$408K 0.04% 255
2022
Q2 		$244K Buy
5,872
+50
+0.9% +$2.16K 0.02% 323
2022
Q1 		$268K Sell
5,822
-1,550
-21% -$74.6K 0.02% 314
2021
Q4 		$364K Buy
7,372
+86
+1% +$4.34K 0.02% 293
2021
Q3 		$365K Buy
7,286
+815
+13% +$42.1K 0.02% 285
2021
Q2 		$352K Buy
6,471
+454
+8% +$24.2K 0.02% 281
2021
Q1 		$313K Buy
6,017
+1,809
+43% +$96.3K 0.02% 290
2020
Q4 		$211K Buy
4,208
+228
+6% +$10.7K 0.02% 237
2020
Q3 		$172K Buy
3,980
+38
+1% +$1.65K 0.02% 256
2020
Q2 		$156K Buy
3,942
+16
+0.4% +$592 0.02% 238
2020
Q1 		$132K Sell
3,926
-2,237
-36% -$91.2K 0.02% 233
2019
Q4 		$274K Buy
6,163
+2,967
+93% +$126K 0.03% 215
2019
Q3 		$128K Sell
3,196
-341
-10% -$14.1K 0.01% 261
2019
Q2 		$150K Buy
3,537
+19
+0.5% +$799 0.02% 238
2019
Q1 		$149K Buy
3,518
+2,241
+175% +$92.3K 0.02% 230
2018
Q4 		$49K Buy
1,277
+12
+0.9% +$465 0.01% 323
2018
Q3 		$52K Sell
1,265
-4,281
-77% -$180K 0.01% 318
2018
Q2 		$234K Buy
5,546
+4,768
+613% +$215K 0.03% 187
2018
Q1 		$37K Sell
778
-2,938
-79% -$141K ﹤0.01% 350
2017
Q4 		$171K Sell
3,716
-5,624
-60% -$251K 0.02% 195
2017
Q3 		$407K Sell
9,340
-5,194
-36% -$225K 0.05% 157
2017
Q2 		$593K Sell
14,534
-7,985
-35% -$324K 0.08% 148
2017
Q1 		$894K Sell
22,519
-8,844
-28% -$341K 0.14% 108
2016
Q4 		$1.12M Sell
31,363
-6,700
-18% -$245K 0.2% 87
2016
Q3 		$1.43M Sell
38,063
-14,163
-27% -$527K 0.27% 78
2016
Q2 		$1.84M Sell
52,226
-4,816
-8% -$165K 0.37% 73
2016
Q1 		$1.97M Sell
57,042
-20,701
-27% -$649K 0.4% 70
2015
Q4 		$2.54M Buy
77,743
+875
+1% +$30.1K 0.52% 48
2015
Q3 		$2.54M Sell
76,868
-293,703
-79% -$10.7M 0.49% 55
2015
Q2 		$15.1M Buy
370,571
+17,157
+5% +$737K 3.1% 7
2015
Q1 		$14.4M Buy
353,414
+10,625
+3% +$432K 3.01% 8
2014
Q4 		$13.7M Sell
342,789
-36,945
-10% -$1.52M 3.01% 8
2014
Q3 		$15.8M Buy
379,734
+21,322
+6% +$947K 3.72% 8
2014
Q2 		$15.5M Buy
358,412
+25,135
+8% +$1.06M 3.77% 7
2014
Q1 		$13.5M Buy
333,277
+34,722
+12% +$1.35M 3.54% 8
2013
Q4 		$12.3M Buy
298,555
+12,757
+4% +$526K 3.34% 7
2013
Q3 		$11.5M Buy
285,798
+16,782
+6% +$664K 3.43% 7
2013
Q2 		$10.4M Buy
+269,016
New +$11.3M 3.3% 7

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Analysts LLC's VWO Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 19% in Q1 2026, buying an estimated $452K and bringing the position to 51,290 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #219.

Capital Analysts LLC first reported a position in VWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.8M in Q3 2014. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Capital Analysts LLC held 51,290 shares of Vanguard FTSE Emerging Markets ETF worth $2.77M as of Q1 2026.
  • Capital Analysts LLC bought 8,061 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $452K.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Capital Analysts LLC's portfolio in Q1 2026, its #219 holding.
  • Capital Analysts LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's Vanguard FTSE Emerging Markets ETF position peaked at $15.8M in Q3 2014.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.