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

Capital Performance 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	$61.2M	Buy	1,131,971 +95,547	+9%	+$5.35M	4.09%	5
2025 Q4	$55.7M	Buy	1,036,424 +925,384	+833%	+$50.3M	3.95%	6
2025 Q3	$6.02M	Buy	111,040 +24,075	+28%	+$1.24M	0.99%	22
2025 Q2	$4.3M	Buy	86,965 +27,239	+46%	+$1.26M	0.84%	24
2025 Q1	$2.7M	Buy	+59,726	New	+$2.69M	0.59%	28
2024 Q4	–	Sell	-888	Closed	-$42.5K	–	2655
2024 Q3	$42.5K	Buy	+888	New	+$39.5K	0.01%	393

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Performance Advisors's VWO Position: Q1 2026 in Review

Capital Performance Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.2% in Q1 2026, buying an estimated $5.35M and bringing the position to 1,131,971 shares worth $61.2M. The position accounts for 4.09% of the portfolio, ranked #5.

Capital Performance Advisors first reported a position in VWO in Q3 2024 and has held it in 6 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Capital Performance Advisors held 1,131,971 shares of Vanguard FTSE Emerging Markets ETF worth $61.2M as of Q1 2026.
Capital Performance Advisors bought 95,547 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $5.35M.
Vanguard FTSE Emerging Markets ETF made up 4.09% of Capital Performance Advisors's portfolio in Q1 2026, its #5 holding.
Capital Performance Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2024 and has held it in 6 quarters since.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.