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

Clearstead 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 		$10.2M Buy
189,226
+87,155
+85% +$4.88M 0.09% 165
2025
Q4 		$5.49M Buy
102,071
+6,044
+6% +$328K 0.07% 193
2025
Q3 		$5.2M Buy
96,027
+22,726
+31% +$1.17M 0.07% 198
2025
Q2 		$3.63M Sell
73,301
-12,183
-14% -$565K 0.05% 231
2025
Q1 		$3.87M Sell
85,484
-59,590
-41% -$2.68M 0.06% 210
2024
Q4 		$6.39M Sell
145,074
-9,945
-6% -$462K 0.1% 155
2024
Q3 		$7.42M Sell
155,019
-9,441
-6% -$420K 0.12% 148
2024
Q2 		$7.2M Buy
164,460
+68,395
+71% +$2.95M 0.12% 144
2024
Q1 		$4.21M Sell
96,065
-50,762
-35% -$2.07M 0.21% 90
2023
Q4 		$6.03M Sell
146,827
-140,393
-49% -$5.57M 0.32% 61
2023
Q3 		$11.3M Buy
287,220
+145,691
+103% +$5.95M 0.33% 60
2023
Q2 		$5.76M Sell
141,529
-11,490
-8% -$463K 0.35% 56
2023
Q1 		$6.18M Buy
153,019
+13,075
+9% +$533K 0.45% 47
2022
Q4 		$5.46M Buy
139,944
+67,928
+94% +$2.59M 0.43% 49
2022
Q3 		$2.63M Sell
72,016
-21,251
-23% -$863K 0.24% 87
2022
Q2 		$3.88M Buy
93,267
+9,137
+11% +$394K 0.3% 72
2022
Q1 		$3.88M Buy
84,130
+19,736
+31% +$949K 0.26% 77
2021
Q4 		$3.19M Buy
64,394
+24,960
+63% +$1.26M 0.22% 88
2021
Q3 		$1.97M Buy
39,434
+14,953
+61% +$773K 0.15% 117
2021
Q2 		$1.33M Buy
24,481
+1,861
+8% +$99.1K 0.1% 143
2021
Q1 		$1.18M Buy
22,620
+4,460
+25% +$237K 0.1% 147
2020
Q4 		$910K Sell
18,160
-1,628
-8% -$76.5K 0.08% 157
2020
Q3 		$856K Buy
19,788
+1,445
+8% +$62.8K 0.09% 143
2020
Q2 		$727K Sell
18,343
-34,208
-65% -$1.27M 0.08% 155
2020
Q1 		$1.76M Buy
52,551
+24,680
+89% +$1.01M 0.26% 73
2019
Q4 		$1.24M Buy
27,871
+298
+1% +$12.6K 0.15% 112
2019
Q3 		$1.11M Buy
27,573
+9,359
+51% +$386K 0.15% 111
2019
Q2 		$775K Buy
18,214
+280
+2% +$11.8K 0.1% 133
2019
Q1 		$762K Sell
17,934
-12,533
-41% -$516K 0.11% 127
2018
Q4 		$1.16M Sell
30,467
-25,306
-45% -$980K 0.18% 97
2018
Q3 		$2.29M Buy
55,773
+7,261
+15% +$305K 0.31% 62
2018
Q2 		$2.05M Buy
48,512
+16,626
+52% +$751K 0.29% 63
2018
Q1 		$1.5M Sell
31,886
-7,225
-18% -$346K 0.22% 82
2017
Q4 		$1.8M Sell
39,111
-542
-1% -$24.2K 0.24% 71
2017
Q3 		$1.73M Sell
39,653
-833
-2% -$36K 0.23% 81
2017
Q2 		$1.65M Sell
40,486
-11,765
-23% -$477K 0.24% 77
2017
Q1 		$2.08M Buy
52,251
+9,547
+22% +$368K 0.3% 61
2016
Q4 		$1.53M Buy
+42,704
New +$1.56M 0.25% 70

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

Clearstead Advisors's VWO Position: Q1 2026 in Review

Clearstead Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 85% in Q1 2026, buying an estimated $4.88M and bringing the position to 189,226 shares worth $10.2M. The position accounts for 0.09% of the portfolio, ranked #165.

Clearstead Advisors first reported a position in VWO in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.3M in Q3 2023. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Clearstead Advisors held 189,226 shares of Vanguard FTSE Emerging Markets ETF worth $10.2M as of Q1 2026.
  • Clearstead Advisors bought 87,155 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $4.88M.
  • Vanguard FTSE Emerging Markets ETF made up 0.09% of Clearstead Advisors's portfolio in Q1 2026, its #165 holding.
  • Clearstead Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 38 quarters since.
  • Clearstead Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $11.3M in Q3 2023.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.