Innovative Advisory Group, LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Innovative Advisory Group, LLC’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	-118	Closed	-$6.34K	–	227
2025 Q4	$6.34K	Hold	118	–	–	﹤0.01%	148
2025 Q3	$6.39K	Hold	118	–	–	﹤0.01%	151
2025 Q2	$5.84K	Buy	118 +4	+4%	+$186	﹤0.01%	150
2025 Q1	$5.16K	Buy	114 +11	+11%	+$495	﹤0.01%	130
2024 Q4	$4.54K	Buy	+103	New	+$4.79K	﹤0.01%	130

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Innovative Advisory Group, LLC's VWO Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026, closing a stake of 118 shares — an estimated $6.34K sold.

Innovative Advisory Group, LLC first reported a position in VWO in Q4 2024 and held it in 5 quarters. The position peaked at $6.39K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 118 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $6.34K.
Innovative Advisory Group, LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's Vanguard FTSE Emerging Markets ETF position peaked at $6.39K in Q3 2025.
2,556 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.