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

Monograph 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
Q1 		$803K Hold
14,856
– – 0.08% 66
2025
Q4 		$799K Buy
14,856
+3
+0% +$163 0.08% 68
2025
Q3 		$805K Buy
14,853
+173
+1% +$8.91K 0.08% 70
2025
Q2 		$726K Buy
14,680
+4,897
+50% +$227K 0.09% 64
2025
Q1 		$443K Hold
9,783
– – 0.06% 76
2024
Q4 		$431K Sell
9,783
-2,924
-23% -$136K 0.06% 78
2024
Q3 		$608K Buy
12,707
+3,176
+33% +$141K 0.08% 67
2024
Q2 		$417K Sell
9,531
-2,695
-22% -$116K 0.06% 74
2024
Q1 		$511K Buy
12,226
+2,696
+28% +$110K 0.08% 95
2023
Q4 		$392K Sell
9,530
-34
-0.4% -$1.35K 0.07% 72
2023
Q3 		$375K Buy
9,564
+1
+0% +$41 0.07% 83
2023
Q2 		$389K Sell
9,563
-167
-2% -$6.73K 0.08% 59
2023
Q1 		$393K Buy
9,730
+206
+2% +$8.39K 0.09% 59
2022
Q4 		$371K Buy
9,524
+2
+0% +$76 0.1% 62
2022
Q3 		$347K Buy
9,522
+2
+0% +$81 0.11% 54
2022
Q2 		$396K Sell
9,520
-496
-5% -$21.4K 0.11% 50
2022
Q1 		$462K Hold
10,016
– – 0.12% 55
2021
Q4 		$495K Buy
+10,016
New +$505K 0.12% 53

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

Monograph Wealth Advisors's VWO Position: Q1 2026 in Review

Monograph Wealth Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2026 at 14,856 shares worth $803K. The position accounts for 0.08% of the portfolio, ranked #66.

Monograph Wealth Advisors first reported a position in VWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $805K in Q3 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Monograph Wealth Advisors held 14,856 shares of Vanguard FTSE Emerging Markets ETF worth $803K as of Q1 2026.
  • Monograph Wealth Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.08% of Monograph Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Monograph Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $805K in Q3 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.