Principia Wealth Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Principia Wealth Advisory’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	$5.96M	Buy	110,838 +14,856	+15%	+$807K	3.73%	7
2025 Q3	$5.2M	Sell	95,982 -7,346	-7%	-$378K	3.59%	9
2025 Q2	$5.11M	Sell	103,328 -524	-0.5%	-$24.3K	4.33%	6
2025 Q1	$4.41M	Buy	103,852 +9,514	+10%	+$428K	4.23%	7
2024 Q4	$4.15M	Buy	+94,338	New	+$4.38M	3.9%	8

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 22.96% 1-Year Est. Return

Principia Wealth Advisory's VWO Position: Q4 2025 in Review

Principia Wealth Advisory increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 15% in Q4 2025, buying an estimated $807K and bringing the position to 110,838 shares worth $5.96M. The position accounts for 3.73% of the portfolio, ranked #7.

Principia Wealth Advisory first reported a position in VWO in Q4 2024 and has held it in 5 quarters since. 2,498 funds tracked by Wall St. Rank hold VWO as of Q4 2025.

Principia Wealth Advisory held 110,838 shares of Vanguard FTSE Emerging Markets ETF worth $5.96M as of Q4 2025.
Principia Wealth Advisory bought 14,856 Vanguard FTSE Emerging Markets ETF shares in Q4 2025, an estimated $807K.
Vanguard FTSE Emerging Markets ETF made up 3.73% of Principia Wealth Advisory's portfolio in Q4 2025, its #7 holding.
Principia Wealth Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 5 quarters since.
2,498 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.