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IVC Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

IVC Wealth Advisors’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 		$363K Sell
6,088
-220
-3% -$12.9K 0.14% 114
2026
Q1 		$341K Buy
6,308
+858
+16% +$48.1K 0.15% 118
2025
Q4 		$293K Buy
5,450
+32
+0.6% +$1.74K 0.13% 132
2025
Q3 		$294K Buy
+5,418
New +$279K 0.13% 133
2024
Q4 		– Sell
-6,773
Closed -$324K – 169
2024
Q3 		$324K Sell
6,773
-910
-12% -$40.5K 0.18% 115
2024
Q2 		$336K Sell
7,683
-175
-2% -$7.54K 0.19% 110
2024
Q1 		$328K Buy
7,858
+266
+4% +$10.9K 0.19% 113
2023
Q4 		$312K Sell
7,592
-1,148
-13% -$45.5K 0.19% 108
2023
Q3 		$343K Buy
8,740
+306
+4% +$12.5K 0.23% 103
2023
Q2 		$343K Buy
8,434
+988
+13% +$39.8K 0.22% 102
2023
Q1 		$301K Buy
7,446
+138
+2% +$5.62K 0.21% 107
2022
Q4 		$285K Sell
7,308
-2,070
-22% -$78.9K 0.21% 114
2022
Q3 		$342K Buy
9,378
+1,815
+24% +$73.7K 0.28% 92
2022
Q2 		$315K Buy
7,563
+233
+3% +$10.1K 0.24% 102
2022
Q1 		$338K Buy
+7,330
New +$353K 0.22% 104

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

IVC Wealth Advisors's VWO Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.5% in Q2 2026, selling an estimated $12.9K and leaving 6,088 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #114.

IVC Wealth Advisors first reported a position in VWO in Q1 2022 and has held it in 15 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • IVC Wealth Advisors held 6,088 shares of Vanguard FTSE Emerging Markets ETF worth $363K as of Q2 2026.
  • IVC Wealth Advisors sold 220 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard FTSE Emerging Markets ETF made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • IVC Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 15 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.