Kovitz Investment Group Partners
VWO icon

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

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-176,661
Closed -$9.57M – 1321
2025
Q3 		$9.57M Sell
176,661
-1,058
-0.6% -$54.5K 0.04% 338
2025
Q2 		$8.79M Sell
177,719
-1,251
-0.7% -$58K 0.04% 338
2025
Q1 		$8.1M Sell
178,970
-37,559
-17% -$1.69M 0.04% 310
2024
Q4 		$9.54M Sell
216,529
-8,998
-4% -$418K 0.05% 277
2024
Q3 		$10M Buy
225,527
+155,515
+222% +$6.92M 0.07% 225
2024
Q2 		$3.06M Buy
70,012
+3,125
+5% +$135K 0.03% 363
2024
Q1 		$2.79M Buy
66,887
+50,934
+319% +$2.08M 0.04% 264
2023
Q4 		$656K Buy
15,953
+41
+0.3% +$1.63K 0.01% 310
2023
Q3 		$624K Sell
15,912
-7,996
-33% -$326K 0.01% 312
2023
Q2 		$973K Sell
23,908
-6,723
-22% -$271K 0.01% 298
2023
Q1 		$1.24M Buy
30,631
+2,077
+7% +$84.6K 0.02% 268
2022
Q4 		$1.11M Buy
28,554
+5,988
+27% +$228K 0.02% 266
2022
Q3 		$823K Buy
22,566
+1,256
+6% +$51K 0.02% 289
2022
Q2 		$888K Sell
21,310
-1,553
-7% -$67K 0.02% 300
2022
Q1 		$1.05M Sell
22,863
-37,803
-62% -$1.82M 0.02% 289
2021
Q4 		$3.04M Sell
60,666
-31,627
-34% -$1.59M 0.07% 172
2021
Q3 		$4.62M Sell
92,293
-38,308
-29% -$1.98M 0.09% 155
2021
Q2 		$7.09M Buy
130,601
+62,298
+91% +$3.32M 0.14% 110
2021
Q1 		$3.56M Buy
68,303
+7,638
+13% +$407K 0.08% 165
2020
Q4 		$3.04M Sell
60,665
-8,508
-12% -$400K 0.07% 168
2020
Q3 		$2.99M Sell
69,173
-3,060
-4% -$133K 0.08% 157
2020
Q2 		$2.86M Sell
72,233
-9,133
-11% -$338K 0.09% 150
2020
Q1 		$2.73M Buy
81,366
+40,318
+98% +$1.64M 0.1% 143
2019
Q4 		$1.83M Buy
41,048
+102
+0.2% +$4.32K 0.05% 205
2019
Q3 		$1.65M Sell
40,946
-629
-2% -$26K 0.05% 214
2019
Q2 		$1.77M Sell
41,575
-1,000
-2% -$42.1K 0.06% 204
2019
Q1 		$1.81M Sell
42,575
-874
-2% -$36K 0.06% 207
2018
Q4 		$1.66M Buy
43,449
+129
+0.3% +$5K 0.07% 155
2018
Q3 		$1.78M Buy
43,320
+570
+1% +$24K 0.08% 65
2018
Q2 		$1.8M Sell
42,750
-866
-2% -$39.1K 0.08% 64
2018
Q1 		$2.05M Sell
43,616
-2,014
-4% -$96.6K 0.1% 61
2017
Q4 		$2.1K Buy
45,630
+9,974
+28% +$446K 0.09% 63
2017
Q3 		$1.55M Buy
35,656
+105
+0.3% +$4.54K 0.08% 70
2017
Q2 		$1.45M Sell
35,551
-345
-1% -$14K 0.08% 69
2017
Q1 		$1.43M Buy
35,896
+121
+0.3% +$4.67K 0.08% 72
2016
Q4 		$1.28M Buy
35,775
+266
+0.7% +$9.74K 0.07% 66
2016
Q3 		$1.34M Hold
35,509
– – 0.08% 75
2016
Q2 		$1.25M Hold
35,509
– – 0.09% 74
2016
Q1 		$1.23M Buy
+35,509
New +$1.11M 0.07% 77

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's VWO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2025, closing a stake of 176,661 shares — an estimated $9.57M sold.

Kovitz Investment Group Partners first reported a position in VWO in Q1 2016 and held it in 39 quarters. The position peaked at $10M in Q3 2024. 2,498 funds tracked by Wall St. Rank hold VWO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 176,661 Vanguard FTSE Emerging Markets ETF shares in Q4 2025, an estimated $9.57M.
  • Kovitz Investment Group Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and held it in 39 quarters.
  • Kovitz Investment Group Partners's Vanguard FTSE Emerging Markets ETF position peaked at $10M in Q3 2024.
  • 2,498 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.