Investmark Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Investmark Advisory Group’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	$337K	Sell	6,241 -115	-2%	-$6.44K	0.14%	96
2025 Q4	$342K	Buy	6,356 +106	+2%	+$5.76K	0.15%	96
2025 Q3	$339K	Buy	6,250 +377	+6%	+$19.4K	0.15%	97
2025 Q2	$290K	Buy	5,873 +9	+0.2%	+$417	0.14%	104
2025 Q1	$265K	Buy	5,864 +3	+0.1%	+$135	0.13%	101
2024 Q4	$258K	Buy	5,861 +72	+1%	+$3.35K	0.13%	104
2024 Q3	$277K	Buy	5,789 +9	+0.2%	+$401	0.13%	96
2024 Q2	$253K	Buy	5,780 +11	+0.2%	+$474	0.13%	95
2024 Q1	$241K	Buy	5,769 +316	+6%	+$12.9K	0.13%	101
2023 Q4	$224K	Buy	5,453 +45	+0.8%	+$1.78K	0.13%	102
2023 Q3	$212K	Buy	5,408 +41	+0.8%	+$1.67K	0.14%	95
2023 Q2	$218K	Buy	5,367 +278	+5%	+$11.2K	0.15%	97
2023 Q1	$206K	Buy	+5,089	New	+$207K	0.15%	94
2022 Q3	–	Sell	-4,953	Closed	-$206K	–	102
2022 Q2	$206K	Buy	4,953 +106	+2%	+$4.58K	0.2%	83
2022 Q1	$223K	Buy	4,847 +61	+1%	+$2.93K	0.23%	81
2021 Q4	$236K	Buy	+4,786	New	+$241K	0.22%	81

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

Investmark Advisory Group's VWO Position: Q1 2026 in Review

Investmark Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.8% in Q1 2026, selling an estimated $6.44K and leaving 6,241 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #96.

Investmark Advisory Group first reported a position in VWO in Q4 2021 and has held it in 16 quarters since. The position peaked at $342K in Q4 2025. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Investmark Advisory Group held 6,241 shares of Vanguard FTSE Emerging Markets ETF worth $337K as of Q1 2026.
Investmark Advisory Group sold 115 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $6.44K.
Vanguard FTSE Emerging Markets ETF made up 0.14% of Investmark Advisory Group's portfolio in Q1 2026, its #96 holding.
Investmark Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
Investmark Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $342K in Q4 2025.
2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.