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 Q2	$8.56M	Sell	143,416 -5,625	-4%	-$331K	3.06%	11
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 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

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

Hillcrest Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.8% in Q2 2026, selling an estimated $331K and leaving 143,416 shares worth $8.56M. The position accounts for 3.06% of the portfolio, ranked #11.

Hillcrest Wealth Advisors first reported a position in VWO in Q4 2018 and has held it in 31 quarters since. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Hillcrest Wealth Advisors held 143,416 shares of Vanguard FTSE Emerging Markets ETF worth $8.56M as of Q2 2026.
Hillcrest Wealth Advisors sold 5,625 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $331K.
Vanguard FTSE Emerging Markets ETF made up 3.06% of Hillcrest Wealth Advisors's portfolio in Q2 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 31 quarters since.
2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.