Elevate Wealth Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Elevate Wealth Advisory’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	$27.9K	Hold	516	–	–	0.02%	104
2025 Q4	$27.7K	Hold	516	–	–	0.02%	100
2025 Q3	$28K	Sell	516 -6	-1%	-$309	0.02%	100
2025 Q2	$25.8K	Hold	522	–	–	0.02%	112
2025 Q1	$23.6K	Sell	522 -114	-18%	-$5.13K	0.02%	107
2024 Q4	$28K	Hold	636	–	–	0.02%	97
2024 Q3	$30.4K	Hold	636	–	–	0.02%	100
2024 Q2	$27.8K	Hold	636	–	–	0.02%	94
2024 Q1	$26.6K	Buy	636 +6	+1%	+$245	0.02%	91
2023 Q4	$25.9K	Buy	+630	New	+$25K	0.02%	94

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

Elevate Wealth Advisory's VWO Position: Q1 2026 in Review

Elevate Wealth Advisory held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2026 at 516 shares worth $27.9K. The position accounts for 0.02% of the portfolio, ranked #104.

Elevate Wealth Advisory first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.4K in Q3 2024. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Elevate Wealth Advisory held 516 shares of Vanguard FTSE Emerging Markets ETF worth $27.9K as of Q1 2026.
Elevate Wealth Advisory left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2026.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Elevate Wealth Advisory's portfolio in Q1 2026, its #104 holding.
Elevate Wealth Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $30.4K in Q3 2024.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.