CBIZ Investment Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

CBIZ Investment Advisory Services’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	$107M	Sell	1,975,017 -3,192	-0.2%	-$179K	3.9%	7
2025 Q4	$106M	Buy	1,978,209 +46	+0%	+$2.5K	4.02%	7
2025 Q3	$107M	Buy	1,978,163 +1,974,971	+61,873%	+$102M	4.2%	7
2025 Q2	$158K	Hold	3,192	–	–	0.01%	56
2025 Q1	$144K	Hold	3,192	–	–	0.01%	58
2024 Q4	$141K	Buy	3,192 +1	+0%	+$46	0.01%	59
2024 Q3	$153K	Sell	3,191 -35	-1%	-$1.56K	0.01%	56
2024 Q2	$141K	Buy	3,226 +12	+0.4%	+$517	0.01%	56
2024 Q1	$134K	Buy	+3,214	New	+$131K	0.01%	58
2022 Q1	–	Sell	-4,514	Closed	-$223K	–	40
2021 Q4	$223K	Buy	+4,514	New	+$228K	0.02%	34
2021 Q3	–	Hold	0	–	–	–	37

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

CBIZ Investment Advisory Services's VWO Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.16% in Q1 2026, selling an estimated $179K and leaving 1,975,017 shares worth $107M. The position accounts for 3.9% of the portfolio, ranked #7.

CBIZ Investment Advisory Services first reported a position in VWO in Q4 2021 and has held it in 10 quarters since. The position peaked at $107M in Q3 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

CBIZ Investment Advisory Services held 1,975,017 shares of Vanguard FTSE Emerging Markets ETF worth $107M as of Q1 2026.
CBIZ Investment Advisory Services sold 3,192 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $179K.
Vanguard FTSE Emerging Markets ETF made up 3.9% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #7 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $107M in Q3 2025.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.