HWA
VWO icon

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

Heartwood 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
Q3 		$5.81M Buy
97,964
+378
+0.4% +$22.6K 0.46% 41
2026
Q2 		$5.82M Buy
97,586
+7,908
+9% +$465K 0.45% 41
2026
Q1 		$4.85M Buy
89,678
+3,405
+4% +$191K 0.42% 42
2025
Q4 		$4.64M Buy
86,273
+3,637
+4% +$198K 0.43% 40
2025
Q3 		$4.48M Buy
82,636
+3,990
+5% +$206K 0.42% 40
2025
Q2 		$3.89M Buy
78,646
+7,395
+10% +$343K 0.41% 40
2025
Q1 		$3.22M Sell
71,251
-2,256
-3% -$102K 0.37% 38
2024
Q4 		$3.24M Buy
73,507
+32
+0% +$1.49K 0.36% 36
2024
Q3 		$3.52M Buy
73,475
+2,343
+3% +$104K 0.39% 35
2024
Q2 		$3.11M Buy
71,132
+66
+0.1% +$2.84K 0.37% 36
2024
Q1 		$2.97M Sell
71,066
-3,923
-5% -$160K 0.37% 35
2023
Q4 		$3.08M Buy
74,989
+277
+0.4% +$11K 0.41% 33
2023
Q3 		$2.93M Buy
74,712
+590
+0.8% +$24.1K 0.43% 35
2023
Q2 		$3.02M Buy
74,122
+313
+0.4% +$12.6K 0.43% 35
2023
Q1 		$2.98M Buy
73,809
+1,267
+2% +$51.6K 0.44% 34
2022
Q4 		$2.83M Buy
72,542
+45,533
+169% +$1.74M 0.44% 34
2022
Q3 		$986K Sell
27,009
-8,485
-24% -$345K 0.17% 44
2022
Q2 		$1.48M Buy
35,494
+5,509
+18% +$238K 0.24% 36
2022
Q1 		$1.38M Sell
29,985
-5,984
-17% -$288K 0.21% 41
2021
Q4 		$1.78M Buy
35,969
+3,216
+10% +$162K 0.27% 35
2021
Q3 		$1.64M Sell
32,753
-69
-0.2% -$3.56K 0.26% 36
2021
Q2 		$1.78M Hold
32,822
– – 0.27% 37
2021
Q1 		$1.71M Sell
32,822
-6,732
-17% -$358K 0.27% 34
2020
Q4 		$1.98M Buy
39,554
+151
+0.4% +$7.09K 0.32% 35
2020
Q3 		$1.7M Buy
39,403
+64
+0.2% +$2.78K 0.33% 33
2020
Q2 		$1.56M Sell
39,339
-19,178
-33% -$710K 0.31% 31
2020
Q1 		$1.96M Sell
58,517
-920,138
-94% -$37.5M 0.47% 29
2019
Q4 		$43.5M Buy
+978,655
New +$41.5M 8.32% 3

Other funds holding VWO

GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Heartwood Wealth Advisors's VWO Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.39% in Q3 2026, buying an estimated $22.6K and bringing the position to 97,964 shares worth $5.81M. The position accounts for 0.46% of the portfolio, ranked #41.

Heartwood Wealth Advisors first reported a position in VWO in Q4 2019 and has held it in 28 quarters since. The position peaked at $43.5M in Q4 2019. 35 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Heartwood Wealth Advisors held 97,964 shares of Vanguard FTSE Emerging Markets ETF worth $5.81M as of Q3 2026.
  • Heartwood Wealth Advisors bought 378 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $22.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.46% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 28 quarters since.
  • Heartwood Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $43.5M in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.