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

Mosaic 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 		$328K Buy
+5,551
New +$311K 0.49% 34
2025
Q3 		– Sell
-32,008
Closed -$1.58M – 27
2025
Q2 		$1.58M Sell
32,008
-208
-0.6% -$9.65K 2.32% 4
2025
Q1 		$1.46M Sell
32,216
-8,085
-20% -$364K 2.19% 4
2024
Q4 		$1.77M Sell
40,301
-5,546
-12% -$258K 2.08% 8
2024
Q3 		$2.19M Buy
45,847
+4,493
+11% +$200K 1.68% 10
2024
Q2 		$1.81M Buy
41,354
+160
+0.4% +$6.89K 1.46% 10
2024
Q1 		$1.72M Buy
41,194
+38
+0.1% +$1.55K 1.41% 10
2023
Q4 		$1.69M Sell
41,156
-4,088
-9% -$162K 1% 11
2023
Q3 		$1.77M Sell
45,244
-1,841
-4% -$75.2K 1.62% 10
2023
Q2 		$1.92M Buy
47,085
+5,181
+12% +$209K 1.43% 12
2023
Q1 		$1.69M Buy
41,904
+4,997
+14% +$204K 1.38% 9
2022
Q4 		$1.44M Buy
36,907
+6,163
+20% +$235K 1.22% 9
2022
Q3 		$1.12M Sell
30,744
-14,548
-32% -$591K 0.9% 10
2022
Q2 		$1.89M Sell
45,292
-5,855
-11% -$253K 1.41% 8
2022
Q1 		$2.36M Sell
51,147
-84,525
-62% -$4.07M 2.67% 5
2021
Q4 		$6.71M Buy
135,672
+4,905
+4% +$247K 4.92% 4
2021
Q3 		$6.54M Buy
130,767
+1,369
+1% +$70.7K 4.35% 5
2021
Q2 		$7.03M Sell
129,398
-307
-0.2% -$16.4K 4.58% 5
2021
Q1 		$6.75M Buy
129,705
+5,640
+5% +$300K 5.72% 4
2020
Q4 		$6.22M Buy
+124,065
New +$5.83M 5.69% 4

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

Mosaic Advisors's VWO Position: Q1 2026 in Review

Mosaic Advisors opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026: 5,551 shares worth $328K. The stake represents 0.49% of the portfolio and ranks #34 among its holdings. This is a return to the name: Mosaic Advisors previously reported a position in VWO as recently as Q2 2025.

Mosaic Advisors first reported a position in VWO in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.03M in Q2 2021. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Mosaic Advisors held 5,551 shares of Vanguard FTSE Emerging Markets ETF worth $328K as of Q1 2026.
  • Vanguard FTSE Emerging Markets ETF was a new Mosaic Advisors position in Q1 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.49% of Mosaic Advisors's portfolio in Q1 2026, its #34 holding.
  • Mosaic Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 20 quarters since.
  • Mosaic Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $7.03M in Q2 2021.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.