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VWO icon

INVST’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

INVST’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 		$7.95M Sell
133,151
-6,668
-5% -$392K 0.77% 35
2026
Q1 		$7.56M Buy
139,819
+797
+0.6% +$44.6K 0.85% 32
2025
Q4 		$7.47M Buy
139,022
+3,872
+3% +$210K 0.81% 34
2025
Q3 		$7.32M Buy
135,150
+2,141
+2% +$110K 0.83% 35
2025
Q2 		$6.58M Sell
133,009
-193
-0.1% -$8.95K 0.82% 34
2025
Q1 		$6.03M Buy
133,202
+126,191
+1,800% +$5.68M 0.82% 30
2024
Q4 		$309K Sell
7,011
-103
-1% -$4.79K 0.04% 203
2024
Q3 		$340K Sell
7,114
-3,423
-32% -$152K 0.04% 193
2024
Q2 		$462K Buy
10,537
+1,523
+17% +$65.6K 0.05% 176
2024
Q1 		$378K Buy
9,014
+806
+10% +$32.9K 0.04% 174
2023
Q4 		$334K Buy
8,208
+621
+8% +$24.6K 0.04% 172
2023
Q3 		$297K Buy
7,587
+179
+2% +$7.31K 0.04% 165
2023
Q2 		$301K Buy
+7,408
New +$299K 0.04% 153
2023
Q1 		– Sell
-4,831
Closed -$204K – 198
2022
Q4 		$204K Buy
+4,831
New +$184K 0.03% 157
2021
Q4 		– Sell
-6,829
Closed -$342K – 226
2021
Q3 		$342K Sell
6,829
-250
-4% -$12.9K 0.05% 146
2021
Q2 		$375K Sell
7,079
-1,444
-17% -$76.9K 0.06% 127
2021
Q1 		$452K Buy
8,523
+1,975
+30% +$105K 0.08% 116
2020
Q4 		$328K Sell
6,548
-315,215
-98% -$14.8M 0.06% 136
2020
Q3 		$14M Buy
+321,763
New +$14M 3.27% 9
2019
Q2 		– Sell
-10,305
Closed -$445K – 86
2019
Q1 		$445K Buy
+10,305
New +$424K 0.22% 37
2018
Q3 		– Sell
-4,910
Closed -$207K – 56
2018
Q2 		$207K Sell
4,910
-897
-15% -$40.5K 0.12% 46
2018
Q1 		$269K Buy
+5,807
New +$278K 0.17% 36

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 22.9% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

INVST's VWO Position: Q2 2026 in Review

INVST reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.8% in Q2 2026, selling an estimated $392K and leaving 133,151 shares worth $7.95M. The position accounts for 0.77% of the portfolio, ranked #35.

INVST first reported a position in VWO in Q1 2018 and has held it in 22 quarters since. The position peaked at $14M in Q3 2020. 2,617 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • INVST held 133,151 shares of Vanguard FTSE Emerging Markets ETF worth $7.95M as of Q2 2026.
  • INVST sold 6,668 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $392K.
  • Vanguard FTSE Emerging Markets ETF made up 0.77% of INVST's portfolio in Q2 2026, its #35 holding.
  • INVST first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 22 quarters since.
  • INVST's Vanguard FTSE Emerging Markets ETF position peaked at $14M in Q3 2020.
  • 2,617 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.