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

Colonial Trust 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 Q2	$196K	Buy	3,289 +715	+28%	+$42K	0.01%	210
2026 Q1	$139K	Hold	2,574	–	–	0.01%	234
2025 Q4	$138K	Buy	+2,574	New	+$140K	0.01%	230
2025 Q2	–	Sell	-4,400	Closed	-$199K	–	733
2025 Q1	$199K	Buy	+4,400	New	+$198K	0.02%	202
2024 Q2	–	Sell	-17	Closed	-$710	–	1023
2024 Q1	$710	Sell	17 -83	-83%	-$3.39K	﹤0.01%	886
2023 Q4	$4.09K	Buy	100 +15	+18%	+$595	﹤0.01%	632
2023 Q3	$3.33K	Hold	85	–	–	﹤0.01%	659
2023 Q2	$3.46K	Sell	85 -395	-82%	-$15.9K	﹤0.01%	681
2023 Q1	$19.4K	Hold	480	–	–	﹤0.01%	430
2022 Q4	$18.7K	Hold	480	–	–	﹤0.01%	430
2022 Q3	$18K	Buy	+480	New	+$19.5K	﹤0.01%	243
2020 Q2	–	Sell	-6,225	Closed	-$209K	–	152
2020 Q1	$209K	Sell	6,225 -1,674	-21%	-$68.2K	0.04%	139
2019 Q4	$351K	Buy	7,899 +98	+1%	+$4.15K	0.06%	128
2019 Q3	$314K	Buy	7,801 +99	+1%	+$4.09K	0.06%	129
2019 Q2	$328K	Buy	7,702 +51	+0.7%	+$2.15K	0.06%	126
2019 Q1	$325K	Buy	7,651 +15	+0.2%	+$618	0.06%	126
2018 Q4	$291K	Buy	7,636 +386	+5%	+$15K	0.07%	123
2018 Q3	$297K	Buy	+7,250	New	+$305K	0.06%	132

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

Colonial Trust Advisors's VWO Position: Q2 2026 in Review

Colonial Trust Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 28% in Q2 2026, buying an estimated $42K and bringing the position to 3,289 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #210.

Colonial Trust Advisors first reported a position in VWO in Q3 2018 and has held it in 18 quarters since. The position peaked at $351K in Q4 2019. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Colonial Trust Advisors held 3,289 shares of Vanguard FTSE Emerging Markets ETF worth $196K as of Q2 2026.
Colonial Trust Advisors bought 715 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $42K.
Vanguard FTSE Emerging Markets ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #210 holding.
Colonial Trust Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and has held it in 18 quarters since.
Colonial Trust Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $351K in Q4 2019.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.