HTG Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

HTG Investment 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	$746K	Hold	13,806	–	–	0.21%	45
2025 Q4	$742K	Buy	13,806 +132	+1%	+$7.17K	0.23%	38
2025 Q3	$741K	Hold	13,674	–	–	0.25%	39
2025 Q2	$676K	Hold	13,674	–	–	0.25%	39
2025 Q1	$619K	Sell	13,674 -730	-5%	-$32.9K	0.26%	38
2024 Q4	$634K	Buy	14,404 +235	+2%	+$10.9K	0.29%	38
2024 Q3	$678K	Buy	14,169 +220	+2%	+$9.79K	0.32%	37
2024 Q2	$610K	Sell	13,949 -97	-0.7%	-$4.18K	0.33%	37
2024 Q1	$587K	Sell	14,046 -240	-2%	-$9.79K	0.34%	38
2023 Q4	$587K	Buy	14,286 +183	+1%	+$7.26K	0.38%	34
2023 Q3	$553K	Buy	14,103 +7,848	+125%	+$320K	0.44%	30
2023 Q2	$254K	Buy	6,255 +25	+0.4%	+$1.01K	0.21%	47
2023 Q1	$252K	Buy	6,230 +4	+0.1%	+$163	0.23%	44
2022 Q4	$243K	Buy	+6,226	New	+$237K	0.25%	45

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HTG Investment Advisors's VWO Position: Q1 2026 in Review

HTG Investment Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2026 at 13,806 shares worth $746K. The position accounts for 0.21% of the portfolio, ranked #45.

HTG Investment Advisors first reported a position in VWO in Q4 2022 and has held it in 14 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

HTG Investment Advisors held 13,806 shares of Vanguard FTSE Emerging Markets ETF worth $746K as of Q1 2026.
HTG Investment Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2026.
Vanguard FTSE Emerging Markets ETF made up 0.21% of HTG Investment Advisors's portfolio in Q1 2026, its #45 holding.
HTG Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.