Capstone Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capstone Financial 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
2025 Q3	–	Sell	-4,518	Closed	-$223K	–	195
2025 Q2	$223K	Buy	+4,518	New	+$210K	0.01%	147
2020 Q2	–	Sell	-17,261	Closed	-$579K	–	110
2020 Q1	$579K	Sell	17,261 -5,374	-24%	-$219K	0.08%	38
2019 Q4	$1.01M	Sell	22,635 -1,332	-6%	-$56.4K	0.14%	34
2019 Q3	$965K	Buy	+23,967	New	+$989K	0.15%	35
2019 Q2	–	Hold	0	–	–	–	32
2019 Q1	–	Hold	0	–	–	–	27
2018 Q4	–	Hold	0	–	–	–	30
2018 Q3	–	Hold	0	–	–	–	20
2018 Q2	–	Hold	0	–	–	–	20
2018 Q1	–	Hold	0	–	–	–	19
2017 Q4	–	Hold	0	–	–	–	18
2017 Q3	–	Hold	0	–	–	–	17
2017 Q2	–	Hold	0	–	–	–	16
2017 Q1	–	Hold	0	–	–	–	15
2016 Q4	–	Hold	0	–	–	–	13
2016 Q3	–	Hold	0	–	–	–	18
2016 Q2	–	Hold	0	–	–	–	25
2016 Q1	–	Hold	0	–	–	–	5
2015 Q4	–	Sell	-260,105	Closed	-$8.95M	–	5
2015 Q3	$8.61M	Buy	260,105 +118,452	+84%	+$4.3M	3.81%	6
2015 Q2	$5.79M	Sell	141,653 -6,781	-5%	-$291K	2.26%	7
2015 Q1	$6.07M	Buy	+148,434	New	+$6.04M	2.33%	7
2014 Q4	–	Hold	0	–	–	–	6

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Capstone Financial Advisors's VWO Position: Q3 2025 in Review

Capstone Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2025, closing a stake of 4,518 shares — an estimated $223K sold.

Capstone Financial Advisors first reported a position in VWO in Q1 2015 and held it in 7 quarters. The position peaked at $8.61M in Q3 2015. 2,301 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

Capstone Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
Capstone Financial Advisors sold 4,518 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $223K.
Capstone Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2015 and held it in 7 quarters.
Capstone Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $8.61M in Q3 2015.
2,301 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Capstone Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.