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

LVW 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	$8.86M	Buy	148,363 +9,454	+7%	+$556K	0.77%	24
2026 Q1	$7.51M	Buy	138,909 +126,976	+1,064%	+$7.11M	0.72%	27
2025 Q4	$642K	Buy	11,933 +2,697	+29%	+$147K	0.07%	151
2025 Q3	$500K	Buy	9,236 +1,525	+20%	+$78.6K	0.05%	196
2025 Q2	$381K	Sell	7,711 -110	-1%	-$5.1K	0.04%	235
2025 Q1	$354K	Sell	7,821 -10	-0.1%	-$450	0.04%	218
2024 Q4	$345K	Buy	7,831 +3,154	+67%	+$147K	0.04%	226
2024 Q3	$224K	Buy	4,677 +2	+0%	+$89	0.03%	286
2024 Q2	$205K	Sell	4,675 -2,002	-30%	-$86.2K	0.03%	285
2024 Q1	$279K	Sell	6,677 -17,578	-72%	-$717K	0.05%	235
2023 Q4	$997K	Sell	24,255 -16,527	-41%	-$656K	0.19%	83
2023 Q3	$1.6M	Sell	40,782 -14,465	-26%	-$591K	0.33%	65
2023 Q2	$2.25M	Buy	55,247 +212	+0.4%	+$8.55K	0.43%	58
2023 Q1	$2.22M	Sell	55,035 -13,839	-20%	-$564K	0.43%	56
2022 Q4	$2.68M	Sell	68,874 -93,517	-58%	-$3.57M	0.55%	55
2022 Q3	$5.93M	Buy	162,391 +27,716	+21%	+$1.13M	1.32%	13
2022 Q2	$5.61M	Sell	134,675 -7,028	-5%	-$303K	1.14%	17
2022 Q1	$6.54M	Sell	141,703 -3,039	-2%	-$146K	1.11%	16
2021 Q4	$7.16M	Buy	144,742 +40,187	+38%	+$2.03M	1.22%	12
2021 Q3	$5.23M	Buy	104,555 +8,735	+9%	+$451K	0.9%	24
2021 Q2	$5.2M	Buy	95,820 +23,022	+32%	+$1.23M	0.92%	26
2021 Q1	$3.79M	Buy	72,798 +34,465	+90%	+$1.83M	0.73%	40
2020 Q4	$1.92M	Sell	38,333 -1,423	-4%	-$66.9K	0.39%	57
2020 Q3	$1.72M	Buy	39,756 +3,029	+8%	+$132K	0.38%	55
2020 Q2	$1.46M	Buy	36,727 +3,127	+9%	+$116K	0.35%	55
2020 Q1	$1.13M	Buy	33,600 +7,006	+26%	+$286K	0.3%	59
2019 Q4	$1.18M	Sell	26,594 -2,271	-8%	-$96.2K	0.27%	68
2019 Q3	$1.16M	Buy	28,865 +7,695	+36%	+$318K	0.29%	66
2019 Q2	$900K	Buy	21,170 +1,229	+6%	+$51.7K	0.25%	67
2019 Q1	$847K	Buy	+19,941	New	+$821K	0.23%	71
2016 Q2	–	Sell	-34,995	Closed	-$1.21M	–	149
2016 Q1	$1.21M	Buy	+34,995	New	+$1.1M	0.39%	44

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LVW Advisors's VWO Position: Q2 2026 in Review

LVW Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.8% in Q2 2026, buying an estimated $556K and bringing the position to 148,363 shares worth $8.86M. The position accounts for 0.77% of the portfolio, ranked #24.

LVW Advisors first reported a position in VWO in Q1 2016 and has held it in 31 quarters since. 1,276 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

LVW Advisors held 148,363 shares of Vanguard FTSE Emerging Markets ETF worth $8.86M as of Q2 2026.
LVW Advisors bought 9,454 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $556K.
Vanguard FTSE Emerging Markets ETF made up 0.77% of LVW Advisors's portfolio in Q2 2026, its #24 holding.
LVW Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and has held it in 31 quarters since.
1,276 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.