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Elios Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Elios Financial Group’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
2025
Q2 		$1.23M Buy
24,783
+2,067
+9% +$95.9K 0.56% 48
2025
Q1 		$1.03M Buy
22,716
+16,468
+264% +$741K 0.51% 45
2024
Q4 		$275K Buy
6,248
+55
+0.9% +$2.56K 0.13% 98
2024
Q3 		$296K Buy
+6,193
New +$276K 0.14% 95

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Elios Financial Group's VWO Position: Q2 2025 in Review

Elios Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.1% in Q2 2025, buying an estimated $95.9K and bringing the position to 24,783 shares worth $1.23M. The position accounts for 0.56% of the portfolio, ranked #48.

Elios Financial Group first reported a position in VWO in Q3 2024 and has held it in 4 quarters since. 2,267 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

  • Elios Financial Group held 24,783 shares of Vanguard FTSE Emerging Markets ETF worth $1.23M as of Q2 2025.
  • Elios Financial Group bought 2,067 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $95.9K.
  • Vanguard FTSE Emerging Markets ETF made up 0.56% of Elios Financial Group's portfolio in Q2 2025, its #48 holding.
  • Elios Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2024 and has held it in 4 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.