Carroll Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Carroll Advisory Group’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 Q2	$3.82M	Buy	63,963 +23,205	+57%	+$1.36M	1.25%	20
2026 Q1	$2.2M	Buy	40,758 +12,498	+44%	+$700K	0.86%	32
2025 Q4	$1.52M	Buy	+28,260	New	+$1.54M	0.66%	34

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Carroll Advisory Group's VWO Position: Q2 2026 in Review

Carroll Advisory Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 57% in Q2 2026, buying an estimated $1.36M and bringing the position to 63,963 shares worth $3.82M. The position accounts for 1.25% of the portfolio, ranked #20.

Carroll Advisory Group first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. 2,603 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Carroll Advisory Group held 63,963 shares of Vanguard FTSE Emerging Markets ETF worth $3.82M as of Q2 2026.
Carroll Advisory Group bought 23,205 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $1.36M.
Vanguard FTSE Emerging Markets ETF made up 1.25% of Carroll Advisory Group's portfolio in Q2 2026, its #20 holding.
Carroll Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.