Roberts Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Roberts Wealth 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	$10.8M	Buy	199,696 +19,869	+11%	+$1.11M	2.74%	9
2025 Q4	$9.67M	Buy	179,827 +5,092	+3%	+$277K	2.52%	9
2025 Q3	$9.47M	Buy	174,735 +3,291	+2%	+$170K	2.52%	8
2025 Q2	$8.48M	Buy	171,444 +10,325	+6%	+$479K	2.44%	12
2025 Q1	$7.29M	Buy	161,119 +4,967	+3%	+$224K	2.25%	10
2024 Q4	$6.79M	Buy	156,152 +10,979	+8%	+$510K	2.06%	10
2024 Q3	$6.97M	Buy	145,173 +4,991	+4%	+$222K	2.26%	11
2024 Q2	$6.29M	Buy	140,182 +9,468	+7%	+$408K	2.15%	12
2024 Q1	$5.4M	Buy	130,714 +8,907	+7%	+$363K	2.02%	12
2023 Q4	$14.7M	Buy	121,807 +11,631	+11%	+$461K	2.29%	10
2023 Q3	$4.33M	Buy	110,176 +2,055	+2%	+$83.9K	1.9%	10
2023 Q2	$4.4M	Buy	108,121 +3,390	+3%	+$137K	1.93%	11
2023 Q1	$4.25M	Buy	104,731 +2,866	+3%	+$117K	1.95%	12
2022 Q4	$4.01M	Sell	101,865 -33,191	-25%	-$1.27M	1.94%	13
2022 Q3	$5.12M	Buy	135,056 +5,322	+4%	+$216K	2.52%	10
2022 Q2	$5.39M	Buy	129,734 +4,544	+4%	+$196K	2.35%	10
2022 Q1	$5.88M	Buy	125,190 +7,170	+6%	+$345K	2.31%	10
2021 Q4	$5.88M	Buy	118,020 +16,985	+17%	+$857K	2.12%	10
2021 Q3	$5.05M	Buy	+101,035	New	+$5.22M	2%	12

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Roberts Wealth Advisors's VWO Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q1 2026, buying an estimated $1.11M and bringing the position to 199,696 shares worth $10.8M. The position accounts for 2.74% of the portfolio, ranked #9.

Roberts Wealth Advisors first reported a position in VWO in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.7M in Q4 2023. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Roberts Wealth Advisors held 199,696 shares of Vanguard FTSE Emerging Markets ETF worth $10.8M as of Q1 2026.
Roberts Wealth Advisors bought 19,869 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $1.11M.
Vanguard FTSE Emerging Markets ETF made up 2.74% of Roberts Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Roberts Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and has held it in 19 quarters since.
Roberts Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $14.7M in Q4 2023.
2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.