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

Regal 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
Q2 		$14.6M Buy
244,178
+8,124
+3% +$477K 0.76% 23
2026
Q1 		$12.8M Sell
236,054
-5,786
-2% -$324K 0.74% 25
2025
Q4 		$13M Buy
241,840
+15,135
+7% +$822K 0.78% 25
2025
Q3 		$12.3M Buy
226,705
+5,781
+3% +$298K 0.8% 24
2025
Q2 		$10.9M Buy
220,924
+4,007
+2% +$186K 0.82% 24
2025
Q1 		$9.82M Buy
216,917
+25,817
+14% +$1.16M 0.79% 23
2024
Q4 		$8.42M Buy
191,100
+5,451
+3% +$253K 0.63% 38
2024
Q3 		$8.88M Buy
185,649
+4,545
+3% +$202K 0.62% 34
2024
Q2 		$7.93M Sell
181,104
-2,523
-1% -$109K 0.52% 46
2024
Q1 		$7.67M Sell
183,627
-2,493
-1% -$102K 0.52% 46
2023
Q4 		$7.65M Buy
186,120
+6,353
+4% +$252K 0.58% 42
2023
Q3 		$7.05M Sell
179,767
-3,571
-2% -$146K 0.59% 39
2023
Q2 		$7.46M Buy
183,338
+2,585
+1% +$104K 0.63% 39
2023
Q1 		$7.3M Buy
180,753
+3,948
+2% +$161K 0.64% 38
2022
Q4 		$6.89M Buy
176,805
+4,321
+3% +$165K 0.67% 38
2022
Q3 		$6.29M Buy
172,484
+2,023
+1% +$82.1K 0.66% 36
2022
Q2 		$7.1M Buy
170,461
+6,272
+4% +$271K 0.74% 32
2022
Q1 		$7.57M Buy
164,189
+204
+0.1% +$9.81K 0.69% 33
2021
Q4 		$8.11M Buy
163,985
+9,207
+6% +$464K 0.72% 29
2021
Q3 		$7.74M Buy
154,778
+4,477
+3% +$231K 0.75% 29
2021
Q2 		$8.16M Buy
150,301
+40,376
+37% +$2.15M 0.82% 27
2021
Q1 		$5.72M Sell
109,925
-27,776
-20% -$1.48M 5.8% 6
2020
Q4 		$6.9M Buy
137,701
+25,451
+23% +$1.2M 0.78% 30
2020
Q3 		$4.85M Sell
112,250
-22,642
-17% -$984K 5.74% 6
2020
Q2 		$5.34M Buy
134,892
+26,016
+24% +$963K 0.98% 25
2020
Q1 		$3.65M Sell
108,876
-17,185
-14% -$701K 5.37% 6
2019
Q4 		$5.61M Buy
126,061
+485
+0.4% +$20.5K 1.01% 23
2019
Q3 		$5.06M Buy
125,576
+3,818
+3% +$158K 0.99% 22
2019
Q2 		$5.18M Sell
121,758
-464
-0.4% -$19.5K 1.01% 24
2019
Q1 		$5.19M Buy
122,222
+1,511
+1% +$62.2K 1.06% 21
2018
Q4 		$4.6M Buy
120,711
+1,929
+2% +$74.7K 1.01% 25
2018
Q3 		$4.87M Buy
118,782
+47,116
+66% +$1.98M 1.03% 26
2018
Q2 		$3.02M Sell
71,666
-18,262
-20% -$825K 0.92% 28
2018
Q1 		$4.22M Sell
89,928
-13,597
-13% -$652K 0.93% 27
2017
Q4 		$4.75M Sell
103,525
-14,569
-12% -$651K 1.06% 23
2017
Q3 		$5.14M Sell
118,094
-17,235
-13% -$746K 1.2% 18
2017
Q2 		$5.53M Buy
135,329
+26,667
+25% +$1.08M 1.37% 9
2017
Q1 		$4.32M Buy
108,662
+21,574
+25% +$833K 1.13% 21
2016
Q4 		$3.12M Sell
87,088
-21,198
-20% -$776K 0.86% 34
2016
Q3 		$4.08M Buy
108,286
+4,120
+4% +$153K 1.16% 15
2016
Q2 		$3.67M Buy
104,166
+14,729
+16% +$503K 1.01% 22
2016
Q1 		$3.09M Buy
89,437
+18,530
+26% +$581K 0.84% 38
2015
Q4 		$2.32M Buy
70,907
+18,722
+36% +$644K 0.6% 66
2015
Q3 		$1.73M Buy
52,185
+14,700
+39% +$534K 0.45% 79
2015
Q2 		$1.53M Buy
37,485
+9,392
+33% +$404K 0.41% 79
2015
Q1 		$1.15M Buy
28,093
+3,311
+13% +$135K 0.28% 103
2014
Q4 		$992K Buy
24,782
+7,380
+42% +$304K 0.27% 104
2014
Q3 		$726K Buy
17,402
+11,634
+202% +$517K 0.22% 116
2014
Q2 		$249K Buy
5,768
+1,595
+38% +$67.2K 0.09% 183
2014
Q1 		$169K Sell
4,173
-39,158
-90% -$1.52M 0.07% 204
2013
Q4 		$1.78M Buy
43,331
+1,508
+4% +$62.2K 1.02% 19
2013
Q3 		$1.68M Buy
41,823
+2,360
+6% +$93.4K 0.98% 18
2013
Q2 		$1.53M Buy
+39,463
New +$1.65M 0.85% 23

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Regal Investment Advisors's VWO Position: Q2 2026 in Review

Regal Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.4% in Q2 2026, buying an estimated $477K and bringing the position to 244,178 shares worth $14.6M. The position accounts for 0.76% of the portfolio, ranked #23.

Regal Investment Advisors first reported a position in VWO in Q2 2013 and has held it in 53 quarters since. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Regal Investment Advisors held 244,178 shares of Vanguard FTSE Emerging Markets ETF worth $14.6M as of Q2 2026.
  • Regal Investment Advisors bought 8,124 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $477K.
  • Vanguard FTSE Emerging Markets ETF made up 0.76% of Regal Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Regal Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.