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

Realta 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
Q3 		$264K Sell
4,455
-292
-6% -$17.4K 0.08% 182
2026
Q2 		$283K Sell
4,747
-744
-14% -$43.7K 0.09% 178
2026
Q1 		$297K Buy
5,491
+465
+9% +$26K 0.1% 165
2025
Q4 		$270K Buy
5,026
+1,401
+39% +$76.1K 0.09% 167
2025
Q3 		$196K Buy
3,625
+1,158
+47% +$59.7K 0.07% 188
2025
Q2 		$122K Sell
2,467
-2,683
-52% -$124K 0.05% 199
2025
Q1 		$233K Buy
5,150
+735
+17% +$33.1K 0.11% 156
2024
Q4 		$195K Buy
+4,415
New +$205K 0.08% 188
2024
Q3 		– Sell
-13,311
Closed -$582K – 766
2024
Q2 		$582K Sell
13,311
-1,124
-8% -$48.4K 0.11% 203
2024
Q1 		$603K Buy
14,435
+1,872
+15% +$76.4K 0.12% 200
2023
Q4 		$516K Sell
12,563
-923
-7% -$36.6K 0.12% 218
2023
Q3 		$549K Buy
13,486
+98
+0.7% +$4K 0.13% 190
2023
Q2 		$545K Buy
13,388
+2,268
+20% +$91.4K 0.12% 203
2023
Q1 		$449K Sell
11,120
-952
-8% -$38.8K 0.11% 218
2022
Q4 		$471K Buy
12,072
+32
+0.3% +$1.22K 0.11% 216
2022
Q3 		$439K Buy
12,040
+84
+0.7% +$3.41K 0.12% 212
2022
Q2 		$495K Sell
11,956
-422
-3% -$18.2K 0.12% 189
2022
Q1 		$571K Buy
12,378
+270
+2% +$13K 0.11% 190
2021
Q4 		$599K Sell
12,108
-372
-3% -$18.8K 0.13% 183
2021
Q3 		$624K Buy
12,480
+458
+4% +$23.7K 0.15% 172
2021
Q2 		$653K Buy
12,022
+114
+1% +$6.07K 0.15% 166
2021
Q1 		$620K Buy
11,908
+4,335
+57% +$231K 0.16% 166
2020
Q4 		$379K Buy
7,573
+1,783
+31% +$83.8K 0.11% 207
2020
Q3 		$250K Sell
5,790
-360
-6% -$15.7K 0.08% 255
2020
Q2 		$244K Sell
6,150
-1,220
-17% -$45.2K 0.08% 284
2020
Q1 		$247K Sell
7,370
-6,781
-48% -$276K 0.11% 228
2019
Q4 		$595K Sell
14,151
-3,925
-22% -$166K 0.16% 160
2019
Q3 		$729K Sell
18,076
-1,092
-6% -$45.1K 0.2% 114
2019
Q2 		$817K Buy
19,168
+5,255
+38% +$221K 0.23% 99
2019
Q1 		$593K Buy
+13,913
New +$573K 0.27% 116

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Realta Investment Advisors's VWO Position: Q3 2026 in Review

Realta Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.2% in Q3 2026, selling an estimated $17.4K and leaving 4,455 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #182.

Realta Investment Advisors first reported a position in VWO in Q1 2019 and has held it in 30 quarters since. The position peaked at $817K in Q2 2019. 489 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Realta Investment Advisors held 4,455 shares of Vanguard FTSE Emerging Markets ETF worth $264K as of Q3 2026.
  • Realta Investment Advisors sold 292 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $17.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.08% of Realta Investment Advisors's portfolio in Q3 2026, its #182 holding.
  • Realta Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $817K in Q2 2019.
  • 489 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.