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

Moneta Group Investment 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
Q1 		$44.7M Buy
826,843
+23,599
+3% +$1.32M 0.34% 44
2025
Q4 		$43.2M Buy
803,244
+33,424
+4% +$1.82M 0.33% 45
2025
Q3 		$41.7M Buy
769,820
+21,132
+3% +$1.09M 0.33% 44
2025
Q2 		$37M Sell
748,688
-110,597
-13% -$5.13M 0.44% 46
2025
Q1 		$38.9M Sell
859,285
-6,498
-0.8% -$293K 0.54% 43
2024
Q4 		$38.1M Sell
865,783
-47,032
-5% -$2.19M 0.53% 42
2024
Q3 		$43.7M Buy
912,815
+40,201
+5% +$1.79M 0.63% 37
2024
Q2 		$38.2M Buy
872,614
+58,477
+7% +$2.52M 0.61% 37
2024
Q1 		$34M Buy
814,137
+140,084
+21% +$5.72M 0.55% 38
2023
Q4 		$27.7M Buy
674,053
+372,680
+124% +$14.8M 0.55% 41
2023
Q3 		$11.8M Buy
301,373
+14,095
+5% +$575K 0.27% 58
2023
Q2 		$11.7M Buy
287,278
+5,835
+2% +$235K 0.26% 59
2023
Q1 		$11.4M Buy
281,443
+27,530
+11% +$1.12M 0.27% 60
2022
Q4 		$10.7M Sell
253,913
-19,614
-7% -$748K 0.29% 59
2022
Q3 		$9.98M Buy
273,527
+32,158
+13% +$1.31M 0.38% 55
2022
Q2 		$10.1M Buy
241,369
+24,157
+11% +$1.04M 0.34% 65
2022
Q1 		$10M Buy
217,212
+32,032
+17% +$1.54M 0.39% 57
2021
Q4 		$9.16M Buy
185,180
+3,296
+2% +$166K 0.37% 56
2021
Q3 		$9.1M Buy
181,884
+13,352
+8% +$690K 0.42% 56
2021
Q2 		$9.15M Buy
168,532
+8,935
+6% +$476K 0.42% 58
2021
Q1 		$8.31M Buy
159,597
+117,210
+277% +$6.24M 0.44% 59
2020
Q4 		$2.12M Buy
42,387
+7,720
+22% +$363K 0.15% 94
2020
Q3 		$1.5M Sell
34,667
-72
-0.2% -$3.13K 0.13% 100
2020
Q2 		$1.38M Sell
34,739
-8,659
-20% -$321K 0.13% 99
2020
Q1 		$1.46M Buy
43,398
+19,449
+81% +$793K 0.15% 93
2019
Q4 		$1.06M Sell
23,949
-6,702
-22% -$284K 0.09% 113
2019
Q3 		$1.23M Buy
30,651
+12,828
+72% +$530K 0.12% 109
2019
Q2 		$758K Buy
17,823
+3,305
+23% +$139K 0.07% 127
2019
Q1 		$617K Buy
14,518
+1,998
+16% +$82.3K 0.06% 129
2018
Q4 		$477K Buy
12,520
+1,234
+11% +$47.8K 0.06% 139
2018
Q3 		$463K Buy
11,286
+4,928
+78% +$207K 0.05% 151
2018
Q2 		$268K Buy
6,358
+4,086
+180% +$185K 0.03% 219
2018
Q1 		$107K Buy
2,272
+587
+35% +$28.1K 0.01% 240
2017
Q4 		$77K Buy
+1,685
New +$75.3K 0.01% 258
2016
Q4 		– Sell
-6,110
Closed -$230K – 173
2016
Q3 		$230K Sell
6,110
-560
-8% -$20.8K 0.05% 127
2016
Q2 		$235K Buy
6,670
+560
+9% +$19.1K 0.05% 143
2016
Q1 		$211K Buy
+6,110
New +$192K 0.05% 153
2015
Q4 		– Sell
-3,586
Closed -$119K – 413
2015
Q3 		$119K Buy
+3,586
New +$130K 0.03% 166
2014
Q1 		– Sell
-10,490
Closed -$432K – 128
2013
Q4 		$432K Buy
+10,490
New +$433K 0.26% 67

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

Moneta Group Investment Advisors's VWO Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.9% in Q1 2026, buying an estimated $1.32M and bringing the position to 826,843 shares worth $44.7M. The position accounts for 0.34% of the portfolio, ranked #44.

Moneta Group Investment Advisors first reported a position in VWO in Q4 2013 and has held it in 39 quarters since. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Moneta Group Investment Advisors held 826,843 shares of Vanguard FTSE Emerging Markets ETF worth $44.7M as of Q1 2026.
  • Moneta Group Investment Advisors bought 23,599 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $1.32M.
  • Vanguard FTSE Emerging Markets ETF made up 0.34% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 39 quarters since.
  • 2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.