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

Optimum 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
2025
Q3 		$689K Sell
12,724
-30
-0.2% -$1.55K 0.27% 70
2025
Q2 		$631K Buy
12,754
+44
+0.3% +$2.04K 0.27% 74
2025
Q1 		$575K Sell
12,710
-800
-6% -$36K 0.27% 78
2024
Q4 		$595K Sell
13,510
-325
-2% -$15.1K 0.26% 76
2024
Q3 		$662K Hold
13,835
– – 0.29% 78
2024
Q2 		$605K Sell
13,835
-1,110
-7% -$47.8K 0.27% 80
2024
Q1 		$624K Buy
14,945
+1,000
+7% +$40.8K 0.29% 79
2023
Q4 		$573K Hold
13,945
– – 0.29% 79
2023
Q3 		$547K Hold
13,945
– – 0.28% 85
2023
Q2 		$567K Hold
13,945
– – 0.28% 87
2023
Q1 		$563K Buy
13,945
+200
+1% +$8.15K 0.3% 84
2022
Q4 		$536K Sell
13,745
-229
-2% -$8.73K 0.29% 87
2022
Q3 		$510K Buy
13,974
+2
+0% +$81 0.27% 85
2022
Q2 		$582K Hold
13,972
– – 0.29% 77
2022
Q1 		$645K Buy
13,972
+1
+0% +$48 0.27% 80
2021
Q4 		$691K Buy
13,971
+1
+0% +$50 0.27% 84
2021
Q3 		$699K Sell
13,970
-273
-2% -$14.1K 0.29% 78
2021
Q2 		$774K Buy
14,243
+652
+5% +$34.7K 0.24% 90
2021
Q1 		$707K Buy
13,591
+635
+5% +$33.8K 0.21% 107
2020
Q4 		$649K Buy
12,956
+1
+0% +$47 0.2% 113
2020
Q3 		$560K Sell
12,955
-2,358
-15% -$103K 0.19% 119
2020
Q2 		$607K Sell
15,313
-927
-6% -$34.3K 0.21% 108
2020
Q1 		$545K Sell
16,240
-4,499
-22% -$183K 0.22% 109
2019
Q4 		$922K Buy
20,739
+9,007
+77% +$382K 0.27% 94
2019
Q3 		$472K Sell
11,732
-1,156
-9% -$47.7K 0.15% 161
2019
Q2 		$548K Buy
12,888
+2,917
+29% +$123K 0.18% 137
2019
Q1 		$424K Buy
9,971
+776
+8% +$32K 0.14% 162
2018
Q4 		$350K Sell
9,195
-20,238
-69% -$784K 0.12% 173
2018
Q3 		$1.21M Sell
29,433
-7,656
-21% -$322K 0.33% 78
2018
Q2 		$1.56M Buy
37,089
+1,050
+3% +$47.4K 0.45% 46
2018
Q1 		$1.69M Buy
36,039
+6,279
+21% +$301K 0.5% 44
2017
Q4 		$1.37M Buy
29,760
+3,105
+12% +$139K 0.43% 59
2017
Q3 		$1.16M Buy
26,655
+8,213
+45% +$355K 0.39% 74
2017
Q2 		$753K Buy
18,442
+4,127
+29% +$167K 0.26% 112
2017
Q1 		$569K Buy
14,315
+2,434
+20% +$93.9K 0.2% 145
2016
Q4 		$425K Sell
11,881
-863
-7% -$31.6K 0.16% 177
2016
Q3 		$480K Buy
12,744
+3,715
+41% +$138K 0.18% 154
2016
Q2 		$318K Buy
+9,029
New +$308K 0.12% 202
2015
Q1 		$286K Buy
7,018
+830
+13% +$33.8K 0.09% 229
2014
Q4 		$248K Buy
6,188
+435
+8% +$17.9K 0.08% 239
2014
Q3 		$240K Buy
5,753
+3,575
+164% +$159K 0.08% 224
2014
Q2 		$94K Buy
2,178
+658
+43% +$27.7K 0.03% 355
2014
Q1 		$62K Sell
1,520
-456
-23% -$17.7K 0.02% 370
2013
Q4 		$81K Sell
1,976
-750
-28% -$30.9K 0.03% 324
2013
Q3 		$109K Buy
+2,726
New +$108K 0.04% 271

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Optimum Investment Advisors's VWO Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.24% in Q3 2025, selling an estimated $1.55K and leaving 12,724 shares worth $689K. The position accounts for 0.27% of the portfolio, ranked #70.

Optimum Investment Advisors first reported a position in VWO in Q3 2013 and has held it in 45 quarters since. The position peaked at $1.69M in Q1 2018. 2,302 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Optimum Investment Advisors held 12,724 shares of Vanguard FTSE Emerging Markets ETF worth $689K as of Q3 2025.
  • Optimum Investment Advisors sold 30 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $1.55K.
  • Vanguard FTSE Emerging Markets ETF made up 0.27% of Optimum Investment Advisors's portfolio in Q3 2025, its #70 holding.
  • Optimum Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2013 and has held it in 45 quarters since.
  • Optimum Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.69M in Q1 2018.
  • 2,302 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.