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Seneca Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Seneca Financial 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 		$7.91M Sell
146,367
-3,145
-2% -$176K 2.32% 14
2025
Q4 		$8.04M Buy
149,512
+14,744
+11% +$801K 2.45% 14
2025
Q3 		$7.3M Sell
134,768
-5,524
-4% -$285K 2.38% 14
2025
Q2 		$6.94M Sell
140,292
-1,734
-1% -$80.4K 2.67% 14
2025
Q1 		$6.43M Buy
142,026
+8,002
+6% +$360K 3.12% 11
2024
Q4 		$5.9M Buy
134,024
+5,364
+4% +$249K 2.93% 11
2024
Q3 		$6.16M Buy
128,660
+2,604
+2% +$116K 2.99% 11
2024
Q2 		$5.52M Buy
126,056
+5,893
+5% +$254K 2.86% 11
2024
Q1 		$5.02M Buy
120,163
+19,977
+20% +$815K 2.68% 14
2023
Q4 		$4.12M Sell
100,186
-13,690
-12% -$543K 2.39% 14
2023
Q3 		$4.47M Buy
113,876
+4,868
+4% +$199K 3.06% 9
2023
Q2 		$4.43M Sell
109,008
-100,207
-48% -$4.04M 2.94% 11
2023
Q1 		$8.45M Sell
209,215
-82,431
-28% -$3.36M 5.43% 6
2022
Q4 		$11.4M Sell
291,646
-23,734
-8% -$905K 7.19% 4
2022
Q3 		$11.5M Buy
315,380
+12,655
+4% +$514K 8.23% 4
2022
Q2 		$12.6M Buy
302,725
+252,983
+509% +$10.9M 8.48% 4
2022
Q1 		$2.29M Buy
49,742
+10,160
+26% +$489K 1.39% 16
2021
Q4 		$1.96M Buy
39,582
+5,464
+16% +$276K 1.16% 17
2021
Q3 		$1.71M Buy
34,118
+4,297
+14% +$222K 1.13% 17
2021
Q2 		$1.62M Sell
29,821
-1,259
-4% -$67.1K 1.06% 17
2021
Q1 		$1.62M Sell
31,080
-693
-2% -$36.9K 1.14% 16
2020
Q4 		$1.59M Buy
+31,773
New +$1.49M 1.21% 16

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 $374B AUM 17.66% 1-Year Est. Return

Seneca Financial Advisors's VWO Position: Q1 2026 in Review

Seneca Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.1% in Q1 2026, selling an estimated $176K and leaving 146,367 shares worth $7.91M. The position accounts for 2.32% of the portfolio, ranked #14.

Seneca Financial Advisors first reported a position in VWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.6M in Q2 2022. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Seneca Financial Advisors held 146,367 shares of Vanguard FTSE Emerging Markets ETF worth $7.91M as of Q1 2026.
  • Seneca Financial Advisors sold 3,145 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $176K.
  • Vanguard FTSE Emerging Markets ETF made up 2.32% of Seneca Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • Seneca Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $12.6M in Q2 2022.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.