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

Integrated Wealth Concepts’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 		$86.5M Buy
1,449,594
+464,270
+47% +$27.3M 0.42% 41
2026
Q1 		$53.3M Buy
985,324
+207,206
+27% +$11.6M 0.42% 43
2025
Q4 		$41.8M Sell
778,118
-189,703
-20% -$10.3M 0.5% 37
2025
Q3 		$52.4M Buy
967,821
+67,488
+7% +$3.48M 0.47% 41
2025
Q2 		$44.5M Buy
900,333
+51,504
+6% +$2.39M 0.45% 43
2025
Q1 		$38.4M Buy
848,829
+20,484
+2% +$922K 0.45% 41
2024
Q4 		$36.5M Buy
828,345
+41,610
+5% +$1.93M 0.42% 42
2024
Q3 		$37.6M Buy
786,735
+121,018
+18% +$5.39M 0.46% 40
2024
Q2 		$29.1M Buy
665,717
+221,652
+50% +$9.55M 0.4% 48
2024
Q1 		$18.5M Buy
444,065
+230,864
+108% +$9.42M 0.27% 89
2023
Q4 		$8.76M Sell
213,201
-78,651
-27% -$3.12M 0.14% 160
2023
Q3 		$11.4M Sell
291,852
-77,717
-21% -$3.17M 0.2% 122
2023
Q2 		$15M Buy
369,569
+52,361
+17% +$2.11M 0.26% 95
2023
Q1 		$12.8M Buy
317,208
+20,348
+7% +$829K 0.26% 91
2022
Q4 		$11.6M Buy
296,860
+254,142
+595% +$9.69M 0.31% 65
2022
Q3 		$1.56M Sell
42,718
-578
-1% -$23.5K 0.05% 331
2022
Q2 		$1.8M Sell
43,296
-2,050
-5% -$88.5K 0.06% 302
2022
Q1 		$2.09M Sell
45,346
-16,100
-26% -$775K 0.06% 251
2021
Q4 		$3.04M Buy
61,446
+565
+0.9% +$28.5K 0.09% 189
2021
Q3 		$3.04M Sell
60,881
-11,161
-15% -$577K 0.1% 178
2021
Q2 		$3.91M Buy
72,042
+4,434
+7% +$236K 0.14% 139
2021
Q1 		$3.52M Buy
67,608
+4,050
+6% +$216K 0.14% 126
2020
Q4 		$3.19M Sell
63,558
-7,934
-11% -$373K 0.15% 118
2020
Q3 		$3.09M Buy
71,492
+14,304
+25% +$622K 0.19% 101
2020
Q2 		$2.27M Buy
57,188
+2,670
+5% +$98.8K 0.16% 101
2020
Q1 		$1.83M Buy
54,518
+1,156
+2% +$47.1K 0.17% 98
2019
Q4 		$2.37M Buy
53,362
+11,416
+27% +$484K 0.2% 92
2019
Q3 		$1.69M Buy
41,946
+3,000
+8% +$124K 0.19% 89
2019
Q2 		$1.25M Buy
38,946
+7,329
+23% +$308K 0.16% 101
2019
Q1 		$1.34M Sell
31,617
-1,127
-3% -$46.4K 0.23% 87
2018
Q4 		$1.25M Buy
32,744
+12,242
+60% +$474K 0.34% 71
2018
Q3 		$843K Sell
20,502
-5,824
-22% -$245K 0.25% 80
2018
Q2 		$1.1M Buy
26,326
+272
+1% +$12.3K 0.38% 66
2018
Q1 		$1.21M Buy
26,054
+7,212
+38% +$346K 0.48% 52
2017
Q4 		$902K Buy
+18,842
New +$842K 0.39% 58

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

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

Integrated Wealth Concepts increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 47% in Q2 2026, buying an estimated $27.3M and bringing the position to 1,449,594 shares worth $86.5M. The position accounts for 0.42% of the portfolio, ranked #41.

Integrated Wealth Concepts first reported a position in VWO in Q4 2017 and has held it in 35 quarters since. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Integrated Wealth Concepts held 1,449,594 shares of Vanguard FTSE Emerging Markets ETF worth $86.5M as of Q2 2026.
  • Integrated Wealth Concepts bought 464,270 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $27.3M.
  • Vanguard FTSE Emerging Markets ETF made up 0.42% of Integrated Wealth Concepts's portfolio in Q2 2026, its #41 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 35 quarters since.
  • 2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.