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

Heritage 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 		$96.6K Buy
1,787
+219
+14% +$12.3K ﹤0.01% 259
2025
Q4 		$84.3K Sell
1,568
-20
-1% -$1.09K ﹤0.01% 274
2025
Q3 		$86K Buy
1,588
+208
+15% +$10.7K ﹤0.01% 257
2025
Q2 		$68.3K Hold
1,380
– – ﹤0.01% 279
2025
Q1 		$62.5K Hold
1,380
– – ﹤0.01% 283
2024
Q4 		$60.8K Hold
1,380
– – ﹤0.01% 295
2024
Q3 		$66K Hold
1,380
– – ﹤0.01% 305
2024
Q2 		$60.4K Hold
1,380
– – ﹤0.01% 296
2024
Q1 		$57.6K Hold
1,380
– – ﹤0.01% 313
2023
Q4 		$56.7K Hold
1,380
– – ﹤0.01% 325
2023
Q3 		$54.1K Hold
1,380
– – ﹤0.01% 292
2023
Q2 		$56.1K Hold
1,380
– – ﹤0.01% 310
2023
Q1 		$55.8K Buy
1,380
+290
+27% +$11.8K ﹤0.01% 308
2022
Q4 		$42.5K Buy
1,090
+180
+20% +$6.86K ﹤0.01% 343
2022
Q3 		$33.2K Hold
910
– – ﹤0.01% 335
2022
Q2 		$38K Hold
910
– – ﹤0.01% 350
2022
Q1 		$42K Sell
910
-400
-31% -$19.2K ﹤0.01% 332
2021
Q4 		$65K Hold
1,310
– – ﹤0.01% 303
2021
Q3 		$65.5K Hold
1,310
– – ﹤0.01% 295
2021
Q2 		$71.1K Hold
1,310
– – ﹤0.01% 290
2021
Q1 		$68.2K Buy
1,310
+400
+44% +$21.3K ﹤0.01% 302
2020
Q4 		$46K Hold
910
– – ﹤0.01% 333
2020
Q3 		$39.3K Hold
910
– – 0.01% 290
2020
Q2 		$36K Buy
+910
New +$33.7K 0.01% 279

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

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

Heritage Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 14% in Q1 2026, buying an estimated $12.3K and bringing the position to 1,787 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Heritage Wealth Advisors first reported a position in VWO in Q2 2020 and has held it in 24 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Heritage Wealth Advisors held 1,787 shares of Vanguard FTSE Emerging Markets ETF worth $96.6K as of Q1 2026.
  • Heritage Wealth Advisors bought 219 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $12.3K.
  • Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.