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Dougherty Wealth Advisers’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Dougherty Wealth Advisers’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 		$9.35M Buy
172,957
+50,274
+41% +$2.82M 5.93% 5
2025
Q4 		$6.6M Buy
122,683
+8,589
+8% +$467K 3.73% 7
2025
Q3 		$6.18M Buy
114,094
+2,493
+2% +$128K 3.98% 5
2025
Q2 		$5.52M Buy
111,601
+6,416
+6% +$298K 3.67% 6
2025
Q1 		$4.76M Buy
105,185
+2,926
+3% +$132K 3.52% 6
2024
Q4 		$4.5M Buy
102,259
+4,885
+5% +$227K 3.49% 6
2024
Q3 		$4.66M Buy
97,374
+2,272
+2% +$101K 3.7% 6
2024
Q2 		$4.16M Sell
95,102
-1,969
-2% -$84.8K 3.64% 6
2024
Q1 		$4.05M Buy
97,071
+36,120
+59% +$1.47M 3.59% 5
2023
Q4 		$2.51M Sell
60,951
-31,789
-34% -$1.26M 2.3% 8
2023
Q3 		$3.64M Buy
92,740
+380
+0.4% +$15.5K 4.21% 6
2023
Q2 		$3.76M Buy
92,360
+1,222
+1% +$49.3K 5.16% 5
2023
Q1 		$3.68M Sell
91,138
-282
-0.3% -$11.5K 5.56% 5
2022
Q4 		$3.56M Buy
91,420
+4,388
+5% +$167K 5.85% 4
2022
Q3 		$3.18M Sell
87,032
-1,052
-1% -$42.7K 6.28% 4
2022
Q2 		$3.67M Buy
88,084
+229
+0.3% +$9.89K 6.85% 4
2022
Q1 		$4.05M Buy
87,855
+2,191
+3% +$105K 6.12% 5
2021
Q4 		$4.24M Buy
85,664
+1,460
+2% +$73.6K 5.92% 5
2021
Q3 		$4.21M Buy
84,204
+29
+0% +$1.5K 6.27% 5
2021
Q2 		$4.57M Sell
84,175
-497
-0.6% -$26.5K 6.75% 5
2021
Q1 		$4.41M Sell
84,672
-129
-0.2% -$6.87K 6.65% 6
2020
Q4 		$4.25M Buy
84,801
+53,877
+174% +$2.53M 6.68% 5
2020
Q3 		$1.34M Buy
30,924
+27
+0.1% +$1.17K 4.61% 5
2020
Q2 		$1.22M Buy
30,897
+1,989
+7% +$73.6K 4.48% 4
2020
Q1 		$970K Sell
28,908
-1,304
-4% -$53.2K 3.86% 6
2019
Q4 		$1.34M Buy
30,212
+277
+0.9% +$11.7K 4.11% 6
2019
Q3 		$1.21M Buy
29,935
+5,073
+20% +$209K 3.96% 6
2019
Q2 		$1.06M Buy
24,862
+2,451
+11% +$103K 2.99% 9
2019
Q1 		$952K Buy
22,411
+157
+0.7% +$6.46K 3.23% 8
2018
Q4 		$916K Buy
+22,254
New +$862K 3.02% 9

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

Dougherty Wealth Advisers's VWO Position: Q1 2026 in Review

Dougherty Wealth Advisers increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 41% in Q1 2026, buying an estimated $2.82M and bringing the position to 172,957 shares worth $9.35M. The position accounts for 5.93% of the portfolio, ranked #5.

Dougherty Wealth Advisers first reported a position in VWO in Q4 2018 and has held it in 30 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Dougherty Wealth Advisers held 172,957 shares of Vanguard FTSE Emerging Markets ETF worth $9.35M as of Q1 2026.
  • Dougherty Wealth Advisers bought 50,274 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $2.82M.
  • Vanguard FTSE Emerging Markets ETF made up 5.93% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #5 holding.
  • Dougherty Wealth Advisers first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.