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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
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
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

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

Genesis Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.6% in Q1 2026, buying an estimated $289K and bringing the position to 117,169 shares worth $6.33M. The position accounts for 4.23% of the portfolio, ranked #10.

Genesis Wealth Advisors first reported a position in VWO in Q4 2014 and has held it in 9 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Genesis Wealth Advisors held 117,169 shares of Vanguard FTSE Emerging Markets ETF worth $6.33M as of Q1 2026.
  • Genesis Wealth Advisors bought 5,155 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $289K.
  • Vanguard FTSE Emerging Markets ETF made up 4.23% of Genesis Wealth Advisors's portfolio in Q1 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 9 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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