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

EverSource 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 Q2	$24.8M	Sell	414,758 -365,873	-47%	-$21.5M	0.83%	24
2026 Q1	$42.2M	Buy	780,631 +356,089	+84%	+$19.9M	1.29%	11
2025 Q4	$22.8M	Buy	424,542 +188	+0%	+$10.2K	0.84%	25
2025 Q3	$23M	Sell	424,354 -7,575	-2%	-$390K	0.91%	24
2025 Q2	$21.4M	Sell	431,929 -34,566	-7%	-$1.6M	0.96%	23
2025 Q1	$21.1M	Sell	466,495 -4,826	-1%	-$217K	1.16%	16
2024 Q4	$20.8M	Buy	471,321 +20,111	+4%	+$935K	1.17%	16
2024 Q3	$21.6M	Buy	451,210 +10,325	+2%	+$460K	1.37%	10
2024 Q2	$19.5M	Buy	440,885 +39,062	+10%	+$1.68M	1.3%	12
2024 Q1	$16.9M	Buy	401,823 +68,242	+20%	+$2.78M	1.33%	12
2023 Q4	$13.7M	Buy	333,581 +27,398	+9%	+$1.09M	1.26%	13
2023 Q3	$12M	Buy	306,183 +47,590	+18%	+$1.94M	1.27%	15
2023 Q2	$10.5M	Buy	258,593 +18,617	+8%	+$751K	1.16%	15
2023 Q1	$9.7M	Buy	239,976 +23,057	+11%	+$940K	1.21%	14
2022 Q4	$8.46M	Buy	216,919 +57,433	+36%	+$2.19M	1.28%	13
2022 Q3	$5.82M	Buy	159,486 +45,207	+40%	+$1.84M	1.33%	12
2022 Q2	$4.76M	Buy	114,279 +10,675	+10%	+$461K	1.23%	12
2022 Q1	$4.78M	Sell	103,604 -3,959	-4%	-$190K	1.21%	15
2021 Q4	$5.32M	Buy	+107,563	New	+$5.42M	1.49%	14

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

EverSource Wealth Advisors's VWO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 47% in Q2 2026, selling an estimated $21.5M and leaving 414,758 shares worth $24.8M. The position accounts for 0.83% of the portfolio, ranked #24.

EverSource Wealth Advisors first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $42.2M in Q1 2026. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

EverSource Wealth Advisors held 414,758 shares of Vanguard FTSE Emerging Markets ETF worth $24.8M as of Q2 2026.
EverSource Wealth Advisors sold 365,873 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $21.5M.
Vanguard FTSE Emerging Markets ETF made up 0.83% of EverSource Wealth Advisors's portfolio in Q2 2026, its #24 holding.
EverSource Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $42.2M in Q1 2026.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.