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

Concurrent 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	$51.1M	Buy	945,800 +57,876	+7%	+$3.24M	0.56%	26
2025 Q4	$47.7M	Buy	887,924 +406,257	+84%	+$22.1M	0.54%	26
2025 Q3	$26.1M	Buy	481,667 +37,684	+8%	+$1.94M	0.45%	44
2025 Q2	$22M	Buy	443,983 +58,795	+15%	+$2.73M	0.42%	47
2025 Q1	$17.4M	Buy	385,188 +45,040	+13%	+$2.03M	0.42%	47
2024 Q4	$15M	Buy	340,148 +28,765	+9%	+$1.34M	0.4%	50
2024 Q3	$14.9M	Buy	311,383 +46,003	+17%	+$2.05M	0.44%	47
2024 Q2	$11.6M	Buy	265,380 +24,807	+10%	+$1.07M	0.38%	57
2024 Q1	$10M	Buy	240,573 +75,016	+45%	+$3.06M	0.41%	55
2023 Q4	$6.8M	Buy	+165,557	New	+$6.57M	0.32%	73

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

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

Concurrent Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.5% in Q1 2026, buying an estimated $3.24M and bringing the position to 945,800 shares worth $51.1M. The position accounts for 0.56% of the portfolio, ranked #26.

Concurrent Investment Advisors first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Concurrent Investment Advisors held 945,800 shares of Vanguard FTSE Emerging Markets ETF worth $51.1M as of Q1 2026.
Concurrent Investment Advisors bought 57,876 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $3.24M.
Vanguard FTSE Emerging Markets ETF made up 0.56% of Concurrent Investment Advisors's portfolio in Q1 2026, its #26 holding.
Concurrent Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.