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Independent Advisor Alliance’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Independent Advisor Alliance’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 		$2.19M Sell
36,770
-204,489
-85% -$12M 0.05% 260
2026
Q1 		$13M Buy
241,259
+206,494
+594% +$11.6M 0.14% 134
2025
Q4 		$1.87M Buy
34,765
+4,191
+14% +$228K 0.05% 322
2025
Q3 		$1.66M Buy
30,574
+370
+1% +$19.1K 0.04% 334
2025
Q2 		$1.49M Buy
30,204
+8,262
+38% +$383K 0.04% 335
2025
Q1 		$993K Sell
21,942
-263,621
-92% -$11.9M 0.03% 377
2024
Q4 		$12.6M Buy
285,563
+272,656
+2,112% +$12.7M 0.17% 137
2024
Q3 		$618K Sell
12,907
-22,524
-64% -$1M 0.02% 416
2024
Q2 		$1.55M Sell
35,431
-5,945
-14% -$256K 0.05% 256
2024
Q1 		$1.73M Sell
41,376
-39,520
-49% -$1.61M 0.06% 238
2023
Q4 		$3.25M Buy
80,896
+41,377
+105% +$1.64M 0.12% 149
2023
Q3 		$1.55M Buy
39,519
+29,642
+300% +$1.21M 0.07% 230
2023
Q2 		$402K Buy
9,877
+2,153
+28% +$86.8K 0.02% 469
2023
Q1 		$312K Buy
+7,724
New +$315K 0.02% 508
2022
Q3 		– Sell
-6,293
Closed -$262K – 656
2022
Q2 		$262K Buy
+6,293
New +$272K 0.01% 514
2020
Q1 		– Sell
-209,368
Closed -$9.31M – 868
2019
Q4 		$9.31M Buy
+209,368
New +$8.87M 0.41% 54
2019
Q2 		– Sell
-6,760
Closed -$287K – 483
2019
Q1 		$287K Sell
6,760
-1,328
-16% -$54.7K 0.04% 325
2018
Q4 		$333K Buy
+8,088
New +$313K 0.06% 273
2017
Q2 		– Sell
-43,972
Closed -$1.76M – 415
2017
Q1 		$1.76M Buy
+43,972
New +$1.7M 0.28% 103

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Independent Advisor Alliance's VWO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 85% in Q2 2026, selling an estimated $12M and leaving 36,770 shares worth $2.19M. The position accounts for 0.05% of the portfolio, ranked #260.

Independent Advisor Alliance first reported a position in VWO in Q1 2017 and has held it in 19 quarters since. The position peaked at $13M in Q1 2026. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Independent Advisor Alliance held 36,770 shares of Vanguard FTSE Emerging Markets ETF worth $2.19M as of Q2 2026.
  • Independent Advisor Alliance sold 204,489 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $12M.
  • Vanguard FTSE Emerging Markets ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #260 holding.
  • Independent Advisor Alliance first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2017 and has held it in 19 quarters since.
  • Independent Advisor Alliance's Vanguard FTSE Emerging Markets ETF position peaked at $13M in Q1 2026.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.