EWA
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EP Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

EP Wealth 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 		$415M Buy
7,672,486
+486,318
+7% +$27.2M 2.04% 9
2025
Q4 		$386M Buy
+7,186,168
New +$390M 2.01% 11
2025
Q2 		$294M Buy
5,938,667
+525,971
+10% +$24.4M 1.93% 10
2025
Q1 		$245M Buy
5,412,696
+649,981
+14% +$29.3M 1.96% 9
2024
Q4 		$210M Buy
4,762,715
+711,909
+18% +$33.1M 1.71% 12
2024
Q3 		$194M Buy
4,050,806
+727,208
+22% +$32.4M 1.67% 10
2024
Q2 		$145M Buy
3,323,598
+412,393
+14% +$17.8M 1.55% 14
2024
Q1 		$122M Buy
2,911,205
+258,790
+10% +$10.6M 1.42% 13
2023
Q4 		$109M Buy
2,652,415
+232,260
+10% +$9.21M 1.39% 12
2023
Q3 		$94.9M Buy
2,420,155
+2,381,867
+6,221% +$97.2M 1.47% 11
2023
Q2 		$81.7M Buy
38,288
+18,691
+95% +$754K 1.18% 14
2023
Q1 		$3.66M Sell
19,597
-1,738,093
-99% -$70.8M 0.06% 166
2022
Q4 		$68.5M Buy
1,757,690
+457,810
+35% +$17.5M 1.23% 15
2022
Q3 		$47.4M Buy
1,299,880
+119,233
+10% +$4.84M 1.08% 15
2022
Q2 		$49.2M Buy
1,180,647
+344,892
+41% +$14.9M 1.11% 17
2022
Q1 		$38.6M Buy
835,755
+205,922
+33% +$9.91M 0.85% 31
2021
Q4 		$31.2M Buy
629,833
+104,029
+20% +$5.25M 0.74% 35
2021
Q3 		$26.3M Buy
525,804
+107,357
+26% +$5.55M 0.72% 36
2021
Q2 		$22.7M Buy
418,447
+131,079
+46% +$6.98M 0.63% 42
2021
Q1 		$15M Buy
287,368
+75,244
+35% +$4.01M 0.48% 50
2020
Q4 		$10.6M Buy
212,124
+28,784
+16% +$1.35M 0.37% 53
2020
Q3 		$7.93M Sell
183,340
-234,839
-56% -$10.2M 0.34% 52
2020
Q2 		$16.6M Sell
418,179
-79,437
-16% -$2.94M 0.71% 30
2020
Q1 		$16.7M Sell
497,616
-103,443
-17% -$4.22M 0.82% 26
2019
Q4 		$26.7M Buy
601,059
+324,554
+117% +$13.7M 1.1% 12
2019
Q3 		$11.1M Buy
276,505
+215,064
+350% +$8.88M 0.55% 44
2019
Q2 		$2.61M Buy
+61,441
New +$2.59M 0.16% 67
2019
Q1 		– Sell
-64,897
Closed -$2.47M – 284
2018
Q4 		$2.47M Buy
64,897
+33,784
+109% +$1.31M 0.19% 74
2018
Q3 		$1.28M Buy
31,113
+7,873
+34% +$331K 0.1% 102
2018
Q2 		$981K Buy
23,240
+424
+2% +$19.1K 0.09% 84
2018
Q1 		$1.07M Buy
22,816
+303
+1% +$14.5K 0.1% 93
2017
Q4 		$1.03M Buy
22,513
+4,845
+27% +$217K 0.11% 80
2017
Q3 		$770K Sell
17,668
-3,853
-18% -$167K 0.09% 87
2017
Q2 		$879K Buy
21,521
+1,420
+7% +$57.6K 0.11% 85
2017
Q1 		$798K Buy
20,101
+5,228
+35% +$202K 0.11% 67
2016
Q4 		$446K Sell
14,873
-349
-2% -$12.8K 0.07% 91
2016
Q3 		$573K Buy
15,222
+739
+5% +$27.5K 0.09% 73
2016
Q2 		$510K Buy
14,483
+425
+3% +$14.5K 0.08% 79
2016
Q1 		$486K Sell
14,058
-38,405
-73% -$1.2M 0.07% 81
2015
Q4 		$1.72M Buy
52,463
+12,378
+31% +$426K 0.29% 56
2015
Q3 		$1.33M Buy
40,085
+22,012
+122% +$799K 0.25% 51
2015
Q2 		$739K Sell
18,073
-4,851
-21% -$208K 0.14% 54
2015
Q1 		$937K Sell
22,924
-65,694
-74% -$2.67M 0.18% 49
2014
Q4 		$3.55M Buy
88,618
+83,375
+1,590% +$3.43M 0.58% 49
2014
Q3 		$219K Sell
5,243
-609
-10% -$27K 0.04% 108
2014
Q2 		$252K Sell
5,852
-173
-3% -$7.29K 0.06% 103
2014
Q1 		$245K Sell
6,025
-1,337
-18% -$51.9K 0.07% 95
2013
Q4 		$303K Buy
+7,362
New +$304K 0.08% 92

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

EP Wealth Advisors's VWO Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.8% in Q1 2026, buying an estimated $27.2M and bringing the position to 7,672,486 shares worth $415M. The position accounts for 2.04% of the portfolio, ranked #9.

EP Wealth Advisors first reported a position in VWO in Q4 2013 and has held it in 48 quarters since. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • EP Wealth Advisors held 7,672,486 shares of Vanguard FTSE Emerging Markets ETF worth $415M as of Q1 2026.
  • EP Wealth Advisors bought 486,318 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $27.2M.
  • Vanguard FTSE Emerging Markets ETF made up 2.04% of EP Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • EP Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 48 quarters since.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.