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

Investment 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 		$1.02M Sell
18,937
-832
-4% -$46.6K 0.26% 78
2025
Q4 		$1.06M Sell
19,769
-512
-3% -$27.8K 0.27% 72
2025
Q3 		$1.1M Sell
20,281
-746
-4% -$38.4K 0.3% 66
2025
Q2 		$1.04M Sell
21,027
-915
-4% -$42.4K 0.31% 64
2025
Q1 		$993K Sell
21,942
-3,393
-13% -$153K 0.33% 63
2024
Q4 		$1.12M Sell
25,335
-3,724
-13% -$173K 0.37% 58
2024
Q3 		$1.39M Buy
29,059
+2,095
+8% +$93.3K 0.48% 50
2024
Q2 		$1.18M Buy
26,964
+2,136
+9% +$92K 0.46% 52
2024
Q1 		$1.04M Sell
24,828
-736
-3% -$30K 0.43% 51
2023
Q4 		$1.05M Sell
25,564
-760
-3% -$30.1K 0.48% 47
2023
Q3 		$1.03M Buy
26,324
+747
+3% +$30.5K 0.54% 44
2023
Q2 		$1.04M Buy
25,577
+3,164
+14% +$128K 0.53% 43
2023
Q1 		$905K Buy
22,413
+1,782
+9% +$72.6K 0.52% 44
2022
Q4 		$804K Buy
20,631
+1,505
+8% +$57.4K 0.49% 47
2022
Q3 		$698K Buy
19,126
+1,538
+9% +$62.5K 0.48% 48
2022
Q2 		$732K Sell
17,588
-15,845
-47% -$684K 0.5% 47
2022
Q1 		$1.54M Buy
33,433
+4,865
+17% +$234K 0.94% 29
2021
Q4 		$1.44M Buy
+28,568
New +$1.44M 0.92% 30

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Investment Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.2% in Q1 2026, selling an estimated $46.6K and leaving 18,937 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #78.

Investment Advisory Group first reported a position in VWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q1 2022. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Investment Advisory Group held 18,937 shares of Vanguard FTSE Emerging Markets ETF worth $1.02M as of Q1 2026.
  • Investment Advisory Group sold 832 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $46.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.26% of Investment Advisory Group's portfolio in Q1 2026, its #78 holding.
  • Investment Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $1.54M in Q1 2022.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.