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Financial Advocates Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Financial Advocates Investment Management’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
Q3 		$717K Sell
13,239
-35,789
-73% -$1.84M 0.4% 65
2025
Q2 		$2.42M Buy
49,028
+7,191
+17% +$334K 0.2% 114
2025
Q1 		$1.89M Sell
41,837
-6,599
-14% -$297K 0.13% 175
2024
Q4 		$2.13M Sell
48,436
-3,217
-6% -$150K 0.12% 171
2024
Q3 		$2.7M Buy
51,653
+9
+0% +$401 0.15% 141
2024
Q2 		$2.26M Sell
51,644
-2,788
-5% -$120K 0.14% 160
2024
Q1 		$2.53M Sell
54,432
-5,061
-9% -$207K 0.15% 157
2023
Q4 		$2.67M Buy
59,493
+1,649
+3% +$65.4K 0.17% 131
2023
Q3 		$2.46M Buy
57,844
+2,137
+4% +$87.2K 0.18% 133
2023
Q2 		$2.27M Sell
55,707
-3,249
-6% -$131K 0.16% 147
2023
Q1 		$2.38M Buy
58,956
+7,956
+16% +$324K 0.17% 138
2022
Q4 		$1.99M Buy
51,000
+13,526
+36% +$516K 0.15% 163
2022
Q3 		$1.39M Sell
37,474
-11,244
-23% -$457K 0.11% 199
2022
Q2 		$2.03M Sell
48,718
-1,507
-3% -$65.1K 0.16% 150
2022
Q1 		$2.32M Buy
50,225
+10,145
+25% +$488K 0.15% 160
2021
Q4 		$1.99M Sell
40,080
-16,783
-30% -$846K 0.13% 200
2021
Q3 		$2.84M Sell
56,863
-654
-1% -$33.8K 0.19% 129
2021
Q2 		$3.12M Sell
57,517
-6,587
-10% -$351K 0.21% 122
2021
Q1 		$3.34M Buy
64,104
+14,847
+30% +$790K 0.24% 94
2020
Q4 		$2.53M Sell
49,257
-9,213
-16% -$433K 0.17% 136
2020
Q3 		$2.53M Buy
58,470
+5,375
+10% +$234K 0.22% 94
2020
Q2 		$2.1M Sell
53,095
-66,179
-55% -$2.45M 0.2% 120
2020
Q1 		$4M Sell
119,274
-2,661
-2% -$108K 0.57% 41
2019
Q4 		$5.42M Buy
121,935
+4,849
+4% +$205K 0.58% 34
2019
Q3 		$4.73M Sell
117,086
-29,906
-20% -$1.23M 0.54% 44
2019
Q2 		$6.25M Sell
146,992
-8,338
-5% -$351K 0.72% 25
2019
Q1 		$6.6M Sell
155,330
-11,014
-7% -$454K 0.82% 20
2018
Q4 		$6.34M Buy
166,344
+13,056
+9% +$506K 0.87% 21
2018
Q3 		$6.29M Sell
153,288
-7,355
-5% -$309K 0.7% 28
2018
Q2 		$6.71M Sell
160,643
-23,971
-13% -$1.08M 0.81% 28
2018
Q1 		$8.67M Buy
184,614
+1,654
+0.9% +$79.3K 1.13% 17
2017
Q4 		$8.4M Buy
+182,960
New +$8.18M 1.15% 16

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's VWO Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 73% in Q3 2025, selling an estimated $1.84M and leaving 13,239 shares worth $717K. The position accounts for 0.4% of the portfolio, ranked #65.

Financial Advocates Investment Management first reported a position in VWO in Q4 2017 and has held it in 32 quarters since. The position peaked at $8.67M in Q1 2018. 2,303 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Financial Advocates Investment Management held 13,239 shares of Vanguard FTSE Emerging Markets ETF worth $717K as of Q3 2025.
  • Financial Advocates Investment Management sold 35,789 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $1.84M.
  • Vanguard FTSE Emerging Markets ETF made up 0.4% of Financial Advocates Investment Management's portfolio in Q3 2025, its #65 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $8.67M in Q1 2018.
  • 2,303 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.