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Evernest Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Evernest Financial 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 		$526K Hold
8,957
– – 0.11% 113
2025
Q4 		$517K Buy
8,957
+793
+10% +$43.1K 0.11% 112
2025
Q3 		$442K Buy
8,164
+1,492
+22% +$76.9K 0.12% 121
2025
Q2 		$330K Buy
6,672
+11
+0.2% +$510 0.11% 135
2025
Q1 		$301K Buy
6,661
+6
+0.1% +$270 0.11% 128
2024
Q4 		$293K Buy
6,655
+120
+2% +$5.58K 0.08% 135
2024
Q3 		$313K Buy
6,535
+14
+0.2% +$623 0.08% 129
2024
Q2 		$285K Buy
6,521
+20
+0.3% +$862 0.13% 111
2024
Q1 		$266K Sell
6,501
-3,222
-33% -$131K 0.13% 113
2023
Q4 		$400K Buy
+9,723
New +$386K 0.2% 98
2021
Q4 		$266K Buy
+6,557
New +$331K 0.14% 108

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

Evernest Financial Advisors's VWO Position: Q1 2026 in Review

Evernest Financial Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2026 at 8,957 shares worth $526K. The position accounts for 0.11% of the portfolio, ranked #113.

Evernest Financial Advisors first reported a position in VWO in Q4 2021 and has held it in 11 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Evernest Financial Advisors held 8,957 shares of Vanguard FTSE Emerging Markets ETF worth $526K as of Q1 2026.
  • Evernest Financial Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.11% of Evernest Financial Advisors's portfolio in Q1 2026, its #113 holding.
  • Evernest Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 11 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.