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Mount Yale Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mount Yale 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 		$1.54M Buy
28,401
+21,466
+310% +$1.2M 0.04% 431
2025
Q4 		$373K Buy
+6,935
New +$377K 0.02% 531
2025
Q3 		– Sell
-13,071
Closed -$646K – 1589
2025
Q2 		$646K Sell
13,071
-39
-0.3% -$1.81K 0.05% 287
2025
Q1 		$593K Sell
13,110
-209
-2% -$9.41K 0.05% 292
2024
Q4 		$587K Sell
13,319
-767
-5% -$35.6K 0.05% 314
2024
Q3 		$674K Buy
+14,086
New +$627K 0.06% 279
2022
Q4 		– Sell
-21,081
Closed -$769K – 498
2022
Q3 		$769K Sell
21,081
-156
-0.7% -$6.33K 0.1% 208
2022
Q2 		$885K Sell
21,237
-11,793
-36% -$509K 0.11% 183
2022
Q1 		$1.52M Sell
33,030
-2,230
-6% -$107K 0.17% 135
2021
Q4 		$1.74M Sell
35,260
-13,622
-28% -$687K 0.18% 126
2021
Q3 		$2.44M Buy
48,882
+40,639
+493% +$2.1M 0.28% 87
2021
Q2 		$448K Hold
8,243
– – 0.05% 279
2021
Q1 		$429K Buy
8,243
+911
+12% +$48.5K 0.06% 275
2020
Q4 		$367K Buy
7,332
+2,268
+45% +$107K 0.05% 280
2020
Q3 		$219K Sell
5,064
-574
-10% -$25K 0.03% 319
2020
Q2 		$223K Sell
5,638
-2,057
-27% -$76.2K 0.04% 293
2020
Q1 		$258K Buy
7,695
+2,102
+38% +$85.7K 0.06% 249
2019
Q4 		$235K Sell
5,593
-844
-13% -$35.8K 0.04% 296
2019
Q3 		$272K Sell
6,437
-50
-0.8% -$2.06K 0.05% 276
2019
Q2 		$259K Sell
6,487
-92
-1% -$3.87K 0.05% 277
2019
Q1 		$280K Sell
6,579
-1,385
-17% -$57K 0.05% 267
2018
Q4 		$324K Buy
7,964
+720
+10% +$27.9K 0.07% 242
2018
Q3 		$290K Hold
7,244
– – 0.05% 262
2018
Q2 		$306K Buy
7,244
+431
+6% +$19.5K 0.06% 246
2018
Q1 		$320K Buy
+6,813
New +$327K 0.07% 239

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 $424B AUM 22.94% 1-Year Est. Return

Mount Yale Investment Advisors's VWO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 310% in Q1 2026, buying an estimated $1.2M and bringing the position to 28,401 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #431.

Mount Yale Investment Advisors first reported a position in VWO in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.44M in Q3 2021. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Mount Yale Investment Advisors held 28,401 shares of Vanguard FTSE Emerging Markets ETF worth $1.54M as of Q1 2026.
  • Mount Yale Investment Advisors bought 21,466 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $1.2M.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #431 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.44M in Q3 2021.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.