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

Genesis 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	$6.95M	Sell	116,486 -683	-0.6%	-$40.1K	4.16%	10
2026 Q1	$6.33M	Buy	117,169 +5,155	+5%	+$289K	4.23%	10
2025 Q4	$6.02M	Buy	112,014 +1,980	+2%	+$108K	4.13%	10
2025 Q3	$5.96M	Buy	110,034 +1,492	+1%	+$76.9K	4.2%	10
2025 Q2	$5.37M	Buy	108,542 +5,428	+5%	+$252K	4.03%	10
2025 Q1	$4.67M	Buy	103,114 +44,249	+75%	+$1.99M	3.78%	10
2024 Q4	$2.59M	Buy	+58,865	New	+$2.74M	2.26%	15
2015 Q2	$3.88M	Buy	94,880 +9,831	+12%	+$422K	3.15%	9
2015 Q1	$3.52M	Buy	85,049 +16,488	+24%	+$670K	2.93%	8
2014 Q4	$2.87M	Buy	+68,561	New	+$2.82M	2.27%	12

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

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

Genesis Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.58% in Q2 2026, selling an estimated $40.1K and leaving 116,486 shares worth $6.95M. The position accounts for 4.16% of the portfolio, ranked #10.

Genesis Wealth Advisors first reported a position in VWO in Q4 2014 and has held it in 10 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Genesis Wealth Advisors held 116,486 shares of Vanguard FTSE Emerging Markets ETF worth $6.95M as of Q2 2026.
Genesis Wealth Advisors sold 683 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $40.1K.
Vanguard FTSE Emerging Markets ETF made up 4.16% of Genesis Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Genesis Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 10 quarters since.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.