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

Capital Investment Advisors’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 		$20.9M Sell
386,032
-15,307
-4% -$857K 0.31% 79
2025
Q4 		$21.6M Buy
401,339
+236,274
+143% +$12.8M 0.33% 74
2025
Q3 		$8.94M Sell
165,065
-926
-0.6% -$47.7K 0.15% 116
2025
Q2 		$8.21M Sell
165,991
-11,739
-7% -$544K 0.15% 116
2025
Q1 		$8.04M Sell
177,730
-13,877
-7% -$625K 0.16% 116
2024
Q4 		$8.44M Buy
191,607
+1,277
+0.7% +$59.4K 0.17% 110
2024
Q3 		$9.11M Sell
190,330
-8,147
-4% -$363K 0.19% 105
2024
Q2 		$8.69M Sell
198,477
-15,522
-7% -$669K 0.2% 103
2024
Q1 		$8.94M Sell
213,999
-49,262
-19% -$2.01M 0.21% 98
2023
Q4 		$10.8M Sell
263,261
-8,756
-3% -$347K 0.27% 83
2023
Q3 		$10.7M Sell
272,017
-13,318
-5% -$544K 0.3% 76
2023
Q2 		$11.6M Sell
285,335
-14,270
-5% -$575K 0.35% 68
2023
Q1 		$12.1M Sell
299,605
-12,409
-4% -$506K 0.36% 70
2022
Q4 		$12.2M Sell
312,014
-17,895
-5% -$682K 0.37% 67
2022
Q3 		$12M Sell
329,909
-7,489
-2% -$304K 0.41% 66
2022
Q2 		$14.1M Sell
337,398
-9,787
-3% -$423K 0.47% 59
2022
Q1 		$16M Sell
347,185
-18,117
-5% -$872K 0.49% 51
2021
Q4 		$18.1M Sell
365,302
-14,077
-4% -$710K 0.55% 47
2021
Q3 		$19M Sell
379,379
-14,844
-4% -$767K 0.64% 39
2021
Q2 		$21.4M Sell
394,223
-2,008
-0.5% -$107K 0.74% 36
2021
Q1 		$20.6M Sell
396,231
-7,493
-2% -$399K 0.78% 36
2020
Q4 		$20.2M Buy
403,724
+8,005
+2% +$376K 0.85% 33
2020
Q3 		$17.1M Sell
395,719
-5,974
-1% -$260K 0.82% 33
2020
Q2 		$15.9M Sell
401,693
-8,113
-2% -$300K 0.82% 32
2020
Q1 		$13.7M Sell
409,806
-45,235
-10% -$1.84M 0.88% 30
2019
Q4 		$20.2M Sell
455,041
-5,998
-1% -$254K 0.98% 26
2019
Q3 		$18.6M Sell
461,039
-28,406
-6% -$1.17M 0.97% 25
2019
Q2 		$20.8M Buy
489,445
+14,137
+3% +$595K 1.14% 22
2019
Q1 		$20.2M Buy
475,308
+10,078
+2% +$415K 1.18% 20
2018
Q4 		$17.7M Sell
465,230
-4,690
-1% -$182K 1.18% 19
2018
Q3 		$19.3M Buy
469,920
+120,337
+34% +$5.06M 1.14% 19
2018
Q2 		$14.8M Buy
349,583
+6,664
+2% +$301K 0.92% 28
2018
Q1 		$16.1M Buy
342,919
+9,069
+3% +$435K 1.05% 21
2017
Q4 		$15.3M Buy
333,850
+15,341
+5% +$686K 1% 20
2017
Q3 		$13.9M Buy
318,509
+5,874
+2% +$254K 0.95% 23
2017
Q2 		$12.8M Buy
312,635
+22,051
+8% +$894K 0.91% 23
2017
Q1 		$11.5M Buy
290,584
+13,612
+5% +$525K 0.88% 25
2016
Q4 		$9.91M Buy
276,972
+2,453
+0.9% +$89.8K 0.84% 23
2016
Q3 		$10.3M Buy
274,519
+17,057
+7% +$635K 0.91% 23
2016
Q2 		$9.07M Buy
257,462
+6,917
+3% +$236K 0.85% 29
2016
Q1 		$8.66M Buy
250,545
+18,882
+8% +$592K 0.85% 31
2015
Q4 		$7.58M Sell
231,663
-40,419
-15% -$1.39M 0.78% 31
2015
Q3 		$9M Sell
272,082
-247,610
-48% -$8.99M 1.01% 24
2015
Q2 		$21.2M Buy
519,692
+21,551
+4% +$926K 2.29% 6
2015
Q1 		$20.4M Buy
498,141
+24,781
+5% +$1.01M 2.15% 6
2014
Q4 		$18.9M Buy
473,360
+1,063
+0.2% +$43.8K 2.1% 6
2014
Q3 		$19.7M Buy
472,297
+34,218
+8% +$1.52M 2.25% 6
2014
Q2 		$18.9M Buy
438,079
+13,906
+3% +$586K 2.16% 6
2014
Q1 		$17.2M Buy
424,173
+11,548
+3% +$448K 2.16% 5
2013
Q4 		$17M Buy
+412,625
New +$17M 2.25% 4

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 Investment Advisors's VWO Position: Q1 2026 in Review

Capital Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.8% in Q1 2026, selling an estimated $857K and leaving 386,032 shares worth $20.9M. The position accounts for 0.31% of the portfolio, ranked #79.

Capital Investment Advisors first reported a position in VWO in Q4 2013 and has held it in 50 quarters since. The position peaked at $21.6M in Q4 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Capital Investment Advisors held 386,032 shares of Vanguard FTSE Emerging Markets ETF worth $20.9M as of Q1 2026.
  • Capital Investment Advisors sold 15,307 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $857K.
  • Vanguard FTSE Emerging Markets ETF made up 0.31% of Capital Investment Advisors's portfolio in Q1 2026, its #79 holding.
  • Capital Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $21.6M in Q4 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.