IMA Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

IMA Advisory Services’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	$623K	Buy	10,434 +9,990	+2,250%	+$587K	0.04%	218
2026 Q1	$24K	Hold	444	–	–	﹤0.01%	294
2025 Q4	$23.9K	Hold	444	–	–	﹤0.01%	295
2025 Q3	$24.1K	Hold	444	–	–	﹤0.01%	286
2025 Q2	$22K	Buy	444 +110	+33%	+$5.1K	﹤0.01%	281
2025 Q1	$15.1K	Buy	+334	New	+$15K	﹤0.01%	294
2019 Q2	–	Sell	-68	Closed	-$3K	–	312
2019 Q1	$3K	Sell	68 -7,873	-99%	-$324K	﹤0.01%	259
2018 Q4	$303K	Sell	7,941 -71,184	-90%	-$2.76M	0.14%	94
2018 Q3	$3.24M	Sell	79,125 -26,345	-25%	-$1.11M	1.27%	26
2018 Q2	$4.45M	Sell	105,470 -2,774	-3%	-$125K	1.85%	10
2018 Q1	$5.08M	Buy	108,244 +42,618	+65%	+$2.04M	2.26%	6
2017 Q4	$3.01M	Buy	65,626 +8,568	+15%	+$383K	1.35%	19
2017 Q3	$2.49M	Sell	57,058 -1,823	-3%	-$78.9K	1.15%	25
2017 Q2	$2.4M	Buy	58,881 +358	+0.6%	+$14.5K	1.16%	24
2017 Q1	$2.33M	Sell	58,523 -5,675	-9%	-$219K	1.17%	25
2016 Q4	$2.3M	Sell	64,198 -5,914	-8%	-$217K	1.42%	24
2016 Q3	$2.64M	Buy	+70,112	New	+$2.61M	1.51%	27

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 22.9% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

IMA Advisory Services's VWO Position: Q2 2026 in Review

IMA Advisory Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2,250% in Q2 2026, buying an estimated $587K and bringing the position to 10,434 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #218.

IMA Advisory Services first reported a position in VWO in Q3 2016 and has held it in 17 quarters since. The position peaked at $5.08M in Q1 2018. 2,617 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

IMA Advisory Services held 10,434 shares of Vanguard FTSE Emerging Markets ETF worth $623K as of Q2 2026.
IMA Advisory Services bought 9,990 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $587K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of IMA Advisory Services's portfolio in Q2 2026, its #218 holding.
IMA Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and has held it in 17 quarters since.
IMA Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $5.08M in Q1 2018.
2,617 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.