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

Note 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	$575K	Buy	10,647 +746	+8%	+$41.8K	0.29%	44
2025 Q4	$556K	Buy	9,901 +67	+0.7%	+$3.64K	0.29%	47
2025 Q3	$533K	Buy	9,834 +409	+4%	+$21.1K	0.32%	45
2025 Q2	$466K	Sell	9,425 -5,558	-37%	-$258K	0.32%	44
2025 Q1	$678K	Sell	14,983 -5,714	-28%	-$257K	0.56%	40
2024 Q4	$911K	Buy	+20,697	New	+$962K	0.81%	32

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Note Advisors's VWO Position: Q1 2026 in Review

Note Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.5% in Q1 2026, buying an estimated $41.8K and bringing the position to 10,647 shares worth $575K. The position accounts for 0.29% of the portfolio, ranked #44.

Note Advisors first reported a position in VWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $911K in Q4 2024. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Note Advisors held 10,647 shares of Vanguard FTSE Emerging Markets ETF worth $575K as of Q1 2026.
Note Advisors bought 746 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $41.8K.
Vanguard FTSE Emerging Markets ETF made up 0.29% of Note Advisors's portfolio in Q1 2026, its #44 holding.
Note Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
Note Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $911K in Q4 2024.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.