PIA
VWO icon

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

Perennial 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 		$335K Buy
6,192
+762
+14% +$42.7K 0.03% 363
2025
Q4 		$292K Buy
5,430
+259
+5% +$14.1K 0.02% 382
2025
Q3 		$280K Sell
5,171
-2,501
-33% -$129K 0.02% 382
2025
Q2 		$379K Buy
7,672
+914
+14% +$42.4K 0.04% 301
2025
Q1 		$306K Buy
6,758
+139
+2% +$6.26K 0.03% 320
2024
Q4 		$292K Sell
6,619
-406
-6% -$18.9K 0.03% 302
2024
Q3 		$336K Sell
7,025
-121
-2% -$5.39K 0.04% 269
2024
Q2 		$313K Buy
7,146
+436
+6% +$18.8K 0.04% 274
2024
Q1 		$280K Buy
6,710
+430
+7% +$17.5K 0.04% 268
2023
Q4 		$258K Buy
6,280
+527
+9% +$20.9K 0.04% 275
2023
Q3 		$226K Buy
5,753
+176
+3% +$7.18K 0.04% 287
2023
Q2 		$227K Sell
5,577
-3,085
-36% -$124K 0.04% 301
2023
Q1 		$350K Buy
8,662
+2,474
+40% +$101K 0.07% 218
2022
Q4 		$241K Buy
+6,188
New +$236K 0.1% 176

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 $424B AUM 22.94% 1-Year Est. Return

Perennial Investment Advisors's VWO Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 14% in Q1 2026, buying an estimated $42.7K and bringing the position to 6,192 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #363.

Perennial Investment Advisors first reported a position in VWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $379K in Q2 2025. 2,540 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Perennial Investment Advisors held 6,192 shares of Vanguard FTSE Emerging Markets ETF worth $335K as of Q1 2026.
  • Perennial Investment Advisors bought 762 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $42.7K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #363 holding.
  • Perennial Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • Perennial Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $379K in Q2 2025.
  • 2,540 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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