HIW
VWO icon

Holos Integrated Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Holos Integrated Wealth’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 		$546K Sell
9,276
-155
-2% -$9.11K 0.26% 49
2026
Q1 		$510K Sell
9,431
-168
-2% -$9.41K 0.26% 53
2025
Q4 		$527K Sell
9,599
-401
-4% -$21.8K 0.29% 45
2025
Q3 		$525K Sell
10,000
-635
-6% -$32.7K 0.31% 43
2025
Q2 		$539K Sell
10,635
-2,936
-22% -$136K 0.32% 40
2025
Q1 		$614K Sell
13,571
-57,354
-81% -$2.58M 0.4% 39
2024
Q4 		$3.12M Buy
+70,925
New +$3.3M 2.14% 14

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Holos Integrated Wealth's VWO Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.6% in Q2 2026, selling an estimated $9.11K and leaving 9,276 shares worth $546K. The position accounts for 0.26% of the portfolio, ranked #49.

Holos Integrated Wealth first reported a position in VWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.12M in Q4 2024. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Holos Integrated Wealth held 9,276 shares of Vanguard FTSE Emerging Markets ETF worth $546K as of Q2 2026.
  • Holos Integrated Wealth sold 155 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $9.11K.
  • Vanguard FTSE Emerging Markets ETF made up 0.26% of Holos Integrated Wealth's portfolio in Q2 2026, its #49 holding.
  • Holos Integrated Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $3.12M in Q4 2024.
  • 938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.