Cavalier Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cavalier Investments’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	$17.7M	Buy	+296,581	New	+$17.4M	0.74%	16
2023 Q2	–	Sell	-21,092	Closed	-$852K	–	121
2023 Q1	$852K	Buy	+21,092	New	+$859K	0.35%	46
2018 Q2	–	Sell	-47,012	Closed	-$2.21M	–	208
2018 Q1	$2.21M	Buy	47,012 +30,002	+176%	+$1.44M	0.78%	26
2017 Q4	$781K	Buy	+17,010	New	+$760K	0.31%	73

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

Cavalier Investments's VWO Position: Q2 2026 in Review

Cavalier Investments opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 296,581 shares worth $17.7M. The stake represents 0.74% of the portfolio and ranks #16 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in VWO as recently as Q1 2023.

Cavalier Investments first reported a position in VWO in Q4 2017 and has held it in 4 quarters since. 2,614 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Cavalier Investments held 296,581 shares of Vanguard FTSE Emerging Markets ETF worth $17.7M as of Q2 2026.
Vanguard FTSE Emerging Markets ETF was a new Cavalier Investments position in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.74% of Cavalier Investments's portfolio in Q2 2026, its #16 holding.
Cavalier Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 4 quarters since.
2,614 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.