Nicolet Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$721K	Buy	12,805 +4,050	+46%	+$220K	0.05%	183
2025 Q3	$479K	Buy	8,755 +393	+5%	+$20.2K	0.04%	232
2025 Q2	$414K	Buy	8,362 +943	+13%	+$43.7K	0.04%	246
2025 Q1	$311K	Sell	7,419 -1,028	-12%	-$46.3K	0.03%	275
2024 Q4	$362K	Sell	8,447 -3,689	-30%	-$171K	0.03%	256
2024 Q3	$588K	Sell	12,136 -796	-6%	-$35.4K	0.06%	178
2024 Q2	$582K	Sell	12,932 -2,216	-15%	-$95.5K	0.06%	167
2024 Q1	$648K	Sell	15,148 -2,327	-13%	-$95K	0.07%	140
2023 Q4	$708K	Sell	17,475 -9,734	-36%	-$386K	0.08%	127
2023 Q3	$1.05M	Buy	27,209 +846	+3%	+$34.5K	0.12%	95
2023 Q2	$1.06M	Buy	26,363 +7,379	+39%	+$297K	0.12%	90
2023 Q1	$769K	Sell	18,984 -3,728	-16%	-$152K	0.09%	110
2022 Q4	$946K	Sell	22,712 -690	-3%	-$26.3K	0.13%	82
2022 Q3	$857K	Sell	23,402 -4,737	-17%	-$192K	0.14%	62
2022 Q2	$1.17M	Sell	28,139 -391	-1%	-$16.9K	0.17%	58
2022 Q1	$1.32M	Sell	28,530 -1,457	-5%	-$70.1K	0.17%	57
2021 Q4	$1.48M	Sell	29,987 -1,964	-6%	-$99K	0.18%	54
2021 Q3	$1.6M	Sell	31,951 -4,693	-13%	-$242K	0.2%	51
2021 Q2	$1.99M	Sell	36,644 -1,472	-4%	-$78.4K	0.26%	45
2021 Q1	$1.98M	Sell	38,116 -2,063	-5%	-$110K	0.28%	43
2020 Q4	$2.01M	Buy	40,179 +657	+2%	+$30.9K	0.28%	44
2020 Q3	$1.71M	Sell	39,522 -20,477	-34%	-$890K	0.27%	46
2020 Q2	$2.38M	Sell	59,999 -25,324	-30%	-$938K	0.37%	42
2020 Q1	$2.86M	Buy	85,323 +7,379	+9%	+$301K	0.5%	35
2019 Q4	$3.47M	Sell	77,944 -8,090	-9%	-$343K	0.54%	34
2019 Q3	$3.46M	Sell	86,034 -12,326	-13%	-$509K	0.53%	31
2019 Q2	$4.18M	Sell	98,360 -3,251	-3%	-$137K	0.64%	27
2019 Q1	$4.32M	Buy	+101,611	New	+$4.18M	0.73%	27

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nicolet Advisory Services's VWO Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 46% in Q4 2025, buying an estimated $220K and bringing the position to 12,805 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #183.

Nicolet Advisory Services first reported a position in VWO in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.32M in Q1 2019. 2,493 funds tracked by Wall St. Rank hold VWO as of Q4 2025.

Nicolet Advisory Services held 12,805 shares of Vanguard FTSE Emerging Markets ETF worth $721K as of Q4 2025.
Nicolet Advisory Services bought 4,050 Vanguard FTSE Emerging Markets ETF shares in Q4 2025, an estimated $220K.
Vanguard FTSE Emerging Markets ETF made up 0.05% of Nicolet Advisory Services's portfolio in Q4 2025, its #183 holding.
Nicolet Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $4.32M in Q1 2019.
2,493 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.