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 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

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

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

Heartwood Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8.8% in Q2 2026, buying an estimated $465K and bringing the position to 97,586 shares worth $5.82M. The position accounts for 0.45% of the portfolio, ranked #41.

Heartwood Wealth Advisors first reported a position in VWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $43.5M in Q4 2019. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Heartwood Wealth Advisors held 97,586 shares of Vanguard FTSE Emerging Markets ETF worth $5.82M as of Q2 2026.
Heartwood Wealth Advisors bought 7,908 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $465K.
Vanguard FTSE Emerging Markets ETF made up 0.45% of Heartwood Wealth Advisors's portfolio in Q2 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 27 quarters since.
Heartwood Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $43.5M in Q4 2019.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.