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Choate Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Choate Investment 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 		$1.48M Buy
27,399
+15,001
+121% +$840K 0.03% 195
2025
Q4 		$667K Sell
12,398
-948
-7% -$51.5K 0.01% 274
2025
Q3 		$723K Buy
13,346
+2,255
+20% +$116K 0.02% 242
2025
Q2 		$549K Hold
11,091
– – 0.01% 262
2025
Q1 		$502K Buy
11,091
+4,266
+63% +$192K 0.01% 255
2024
Q4 		$301K Sell
6,825
-22,764
-77% -$1.06M 0.01% 327
2024
Q3 		$1.42M Hold
29,589
– – 0.04% 161
2024
Q2 		$1.29M Sell
29,589
-7,031
-19% -$303K 0.03% 166
2024
Q1 		$1.53M Sell
36,620
-1,200
-3% -$49K 0.04% 158
2023
Q4 		$1.55M Buy
37,820
+590
+2% +$23.4K 0.05% 145
2023
Q3 		$1.46M Buy
37,230
+36,975
+14,500% +$1.51M 0.06% 128
2023
Q2 		$10.4K Hold
255
– – ﹤0.01% 343
2023
Q1 		$10.3K Sell
255
-440
-63% -$17.9K ﹤0.01% 316
2022
Q4 		$27.1K Sell
695
-185
-21% -$7.05K ﹤0.01% 314
2022
Q3 		$32K Sell
880
-570
-39% -$23.1K ﹤0.01% 279
2022
Q2 		$61K Sell
1,450
-4,621
-76% -$200K ﹤0.01% 281
2022
Q1 		$280K Sell
6,071
-6,542
-52% -$315K 0.01% 253
2021
Q4 		$624K Buy
12,613
+1,748
+16% +$88.1K 0.04% 163
2021
Q3 		$544K Sell
10,865
-16
-0.1% -$827 0.03% 170
2021
Q2 		$591K Buy
10,881
+105
+1% +$5.59K 0.04% 165
2021
Q1 		$561K Sell
10,776
-856
-7% -$45.6K 0.03% 168
2020
Q4 		$583K Sell
11,632
-23,667
-67% -$1.11M 0.04% 150
2020
Q3 		$1.53M Buy
35,299
+6,310
+22% +$274K 0.1% 83
2020
Q2 		$1.15M Sell
28,989
-1,790
-6% -$66.3K 0.08% 88
2020
Q1 		$1.03M Buy
30,779
+24,173
+366% +$985K 0.08% 97
2019
Q4 		$294K Sell
6,606
-371
-5% -$15.7K 0.02% 197
2019
Q3 		$281K Buy
+6,977
New +$288K 0.02% 199
2019
Q2 		– Sell
-4,797
Closed -$204K – 239
2019
Q1 		$204K Sell
4,797
-462
-9% -$19K 0.01% 231
2018
Q4 		$200K Buy
+5,259
New +$204K 0.01% 221
2018
Q3 		– Sell
-8,699
Closed -$367K – 228
2018
Q2 		$367K Buy
+8,699
New +$393K 0.02% 172
2016
Q2 		– Sell
-19,512
Closed -$675K – 253
2016
Q1 		$675K Sell
19,512
-2,573,210
-99% -$80.7M 0.05% 126
2015
Q4 		$104M Buy
2,592,722
+2,287,242
+749% +$78.7M 7.55% 4
2015
Q3 		$10.1M Sell
305,480
-1,731,325
-85% -$62.9M 0.69% 17
2015
Q2 		$83.3M Sell
2,036,805
-263,534
-11% -$11.3M 4.81% 6
2015
Q1 		$94M Sell
2,300,339
-304,439
-12% -$12.4M 5.33% 5
2014
Q4 		$104M Buy
2,604,778
+9,541
+0.4% +$393K 6.12% 5
2014
Q3 		$108M Sell
2,595,237
-20,548
-0.8% -$912K 6.54% 3
2014
Q2 		$113M Buy
2,615,785
+175,362
+7% +$7.39M 6.62% 3
2014
Q1 		$99M Buy
2,440,423
+279,815
+13% +$10.9M 6.15% 3
2013
Q4 		$88.9M Buy
2,160,608
+107,909
+5% +$4.45M 5.81% 3
2013
Q3 		$82.4M Sell
2,052,699
-110,067
-5% -$4.35M 6.09% 3
2013
Q2 		$83.9M Buy
+2,162,766
New +$90.7M 6.73% 3

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Choate Investment Advisors's VWO Position: Q1 2026 in Review

Choate Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 121% in Q1 2026, buying an estimated $840K and bringing the position to 27,399 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #195.

Choate Investment Advisors first reported a position in VWO in Q2 2013 and has held it in 42 quarters since. The position peaked at $113M in Q2 2014. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Choate Investment Advisors held 27,399 shares of Vanguard FTSE Emerging Markets ETF worth $1.48M as of Q1 2026.
  • Choate Investment Advisors bought 15,001 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $840K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Choate Investment Advisors's portfolio in Q1 2026, its #195 holding.
  • Choate Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 42 quarters since.
  • Choate Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $113M in Q2 2014.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.