HWA
VWO icon

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

Hillcrest 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 		$8.06M Buy
149,041
+14,700
+11% +$823K 3.26% 11
2025
Q4 		$7.22M Buy
134,341
+1,700
+1% +$92.3K 3.11% 11
2025
Q3 		$7.19M Sell
132,641
-1,500
-1% -$77.3K 3.23% 8
2025
Q2 		$6.63M Buy
134,141
+600
+0.4% +$27.8K 3.12% 10
2025
Q1 		$6.04M Buy
133,541
+2,775
+2% +$125K 2.99% 12
2024
Q4 		$5.76M Buy
130,766
+5,950
+5% +$277K 2.74% 11
2024
Q3 		$5.97M Sell
124,816
-175
-0.1% -$7.79K 2.98% 10
2024
Q2 		$5.47M Sell
124,991
-2,200
-2% -$94.8K 2.94% 10
2024
Q1 		$5.31M Buy
127,191
+3,810
+3% +$155K 2.88% 10
2023
Q4 		$5.07M Buy
123,381
+2,140
+2% +$84.9K 2.8% 10
2023
Q3 		$4.75M Buy
121,241
+29,575
+32% +$1.21M 2.71% 10
2023
Q2 		$3.73M Sell
91,666
-4,200
-4% -$169K 2.2% 13
2023
Q1 		$3.87M Sell
95,866
-5,375
-5% -$219K 2.3% 13
2022
Q4 		$3.95M Buy
101,241
+1,375
+1% +$52.4K 2.36% 13
2022
Q3 		$3.64M Buy
99,866
+1,300
+1% +$52.8K 2.31% 11
2022
Q2 		$4.11M Buy
98,566
+3,485
+4% +$150K 2.49% 11
2022
Q1 		$4.39M Sell
95,081
-485
-0.5% -$23.3K 2.43% 11
2021
Q4 		$4.73M Buy
95,566
+1,900
+2% +$95.8K 2.54% 11
2021
Q3 		$4.68M Buy
93,666
+5,650
+6% +$292K 2.78% 9
2021
Q2 		$4.78M Buy
88,016
+550
+0.6% +$29.3K 2.89% 9
2021
Q1 		$4.55M Buy
87,466
+500
+0.6% +$26.6K 2.78% 10
2020
Q4 		$4.36M Sell
86,966
-1,625
-2% -$76.3K 2.92% 11
2020
Q3 		$3.83M Sell
88,591
-425
-0.5% -$18.5K 2.72% 13
2020
Q2 		$3.53M Sell
89,016
-1,054
-1% -$39K 3.05% 12
2020
Q1 		$3.02M Buy
90,070
+8,315
+10% +$339K 3.01% 11
2019
Q4 		$3.64M Sell
81,755
-21,050
-20% -$892K 3.03% 13
2019
Q3 		$4.14M Buy
102,805
+1,950
+2% +$80.5K 3.56% 10
2019
Q2 		$4.29M Buy
100,855
+8,075
+9% +$340K 3.61% 10
2019
Q1 		$3.94M Buy
92,780
+3,619
+4% +$149K 3.46% 11
2018
Q4 		$3.4M Buy
+89,161
New +$3.45M 3.16% 11

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

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

Hillcrest Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q1 2026, buying an estimated $823K and bringing the position to 149,041 shares worth $8.06M. The position accounts for 3.26% of the portfolio, ranked #11.

Hillcrest Wealth Advisors first reported a position in VWO in Q4 2018 and has held it in 30 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Hillcrest Wealth Advisors held 149,041 shares of Vanguard FTSE Emerging Markets ETF worth $8.06M as of Q1 2026.
  • Hillcrest Wealth Advisors bought 14,700 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $823K.
  • Vanguard FTSE Emerging Markets ETF made up 3.26% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Hillcrest Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.