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

HCR 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 		$6.8M Sell
113,909
-2,550
-2% -$150K 0.61% 29
2026
Q1 		$6.29M Sell
116,459
-1,335
-1% -$74.8K 0.65% 27
2025
Q4 		$6.33M Buy
117,794
+10,545
+10% +$573K 0.63% 27
2025
Q3 		$5.86M Sell
107,249
-1,542
-1% -$79.4K 0.61% 28
2025
Q2 		$5.38M Buy
108,791
+186
+0.2% +$8.63K 0.63% 25
2025
Q1 		$4.92M Sell
108,605
-293
-0.3% -$13.2K 0.64% 25
2024
Q4 		$4.8M Sell
108,898
-4,559
-4% -$212K 0.6% 24
2024
Q3 		$5.43M Sell
113,457
-1,557
-1% -$69.3K 0.71% 18
2024
Q2 		$5.03M Sell
115,014
-1,345
-1% -$57.9K 0.72% 18
2024
Q1 		$4.86M Sell
116,359
-6,373
-5% -$260K 0.74% 20
2023
Q4 		$5.04M Buy
122,732
+22,703
+23% +$901K 0.8% 20
2023
Q3 		$3.92M Sell
100,029
-17,540
-15% -$716K 0.86% 19
2023
Q2 		$4.78M Buy
117,569
+2,456
+2% +$99K 0.89% 18
2023
Q1 		$4.65M Buy
115,113
+23,827
+26% +$971K 0.92% 17
2022
Q4 		$3.56M Sell
91,286
-11,330
-11% -$432K 0.75% 27
2022
Q3 		$3.74M Sell
102,616
-5,766
-5% -$234K 0.8% 23
2022
Q2 		$4.51M Sell
108,382
-7,563
-7% -$327K 0.91% 19
2022
Q1 		$5.35M Sell
115,945
-709
-0.6% -$34.1K 0.87% 18
2021
Q4 		$5.77M Buy
116,654
+175
+0.2% +$8.82K 0.89% 21
2021
Q3 		$5.83M Buy
116,479
+957
+0.8% +$49.5K 0.97% 18
2021
Q2 		$6.27M Buy
115,522
+4,427
+4% +$236K 1.09% 15
2021
Q1 		$5.78M Buy
+111,095
New +$5.91M 1.14% 14
2018
Q3 		– Sell
-7,576
Closed -$314K – 176
2018
Q2 		$314K Sell
7,576
-1,043
-12% -$47.1K 0.1% 136
2018
Q1 		$405K Buy
+8,619
New +$413K 0.14% 121

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

HCR Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.2% in Q2 2026, selling an estimated $150K and leaving 113,909 shares worth $6.8M. The position accounts for 0.61% of the portfolio, ranked #29.

HCR Wealth Advisors first reported a position in VWO in Q1 2018 and has held it in 24 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • HCR Wealth Advisors held 113,909 shares of Vanguard FTSE Emerging Markets ETF worth $6.8M as of Q2 2026.
  • HCR Wealth Advisors sold 2,550 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $150K.
  • Vanguard FTSE Emerging Markets ETF made up 0.61% of HCR Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • HCR Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 24 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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