MCIA
VWO icon

Mountain Capital Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mountain Capital 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 		– Sell
-4,463
Closed -$253K – 104
2025
Q4 		$253K Sell
4,463
-2,575
-37% -$140K 0.04% 71
2025
Q3 		$384K Sell
7,038
-165,210
-96% -$8.51M 0.07% 51
2025
Q2 		$8.55M Buy
172,248
+4,362
+3% +$202K 1.64% 9
2025
Q1 		$7.56M Sell
167,886
-48,203
-22% -$2.17M 1.62% 10
2024
Q4 		$9.46M Sell
216,089
-489,543
-69% -$22.8M 1.96% 10
2024
Q3 		$32.3M Buy
705,632
+2,453
+0.3% +$109K 7.08% 5
2024
Q2 		$31.7M Sell
703,179
-2,861
-0.4% -$123K 7.87% 4
2024
Q1 		$30.2M Buy
706,040
+70,675
+11% +$2.88M 8.46% 4
2023
Q4 		$25.8M Buy
635,365
+49,248
+8% +$1.95M 8.71% 4
2023
Q3 		$23.1M Buy
586,117
+67,595
+13% +$2.76M 8.66% 4
2023
Q2 		$21.7M Buy
+518,522
New +$20.9M 8.2% 3
2017
Q4 		– Sell
-1,258
Closed -$55K – 423
2017
Q3 		$55K Buy
1,258
+56
+5% +$2.42K 0.05% 113
2017
Q2 		$49K Buy
+1,202
New +$48.7K 0.05% 134

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

Mountain Capital Investment Advisors's VWO Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026, closing a stake of 4,463 shares — an estimated $253K sold.

Mountain Capital Investment Advisors first reported a position in VWO in Q2 2017 and held it in 13 quarters. The position peaked at $32.3M in Q3 2024. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Mountain Capital Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 4,463 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $253K.
  • Mountain Capital Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and held it in 13 quarters.
  • Mountain Capital Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $32.3M in Q3 2024.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.