SWA
VWO icon

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

SOA 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
Q2 		$30.7K Buy
30,011
+2,796
+10% +$164K 0.01% 462
2026
Q1 		$27.8K Hold
27,215
– – 0.01% 452
2025
Q4 		$27.8K Buy
27,215
+27,204
+247,309% +$1.48M ﹤0.01% 453
2025
Q3 		$596 Hold
11
– – ﹤0.01% 794
2025
Q2 		$544 Sell
11
-602
-98% -$27.9K ﹤0.01% 782
2025
Q1 		$27.7K Buy
613
+116
+23% +$5.22K 0.01% 416
2024
Q4 		$21.9K Hold
497
– – ﹤0.01% 443
2024
Q3 		$23.8K Sell
497
-496
-50% -$22.1K ﹤0.01% 426
2024
Q2 		$43.5K Sell
993
-471
-32% -$20.3K 0.01% 326
2024
Q1 		$61.1K Buy
1,464
+1
+0.1% +$41 0.01% 285
2023
Q4 		$60.1K Buy
1,463
+10
+0.7% +$397 0.01% 279
2023
Q3 		$57K Buy
1,453
+3
+0.2% +$122 0.01% 270
2023
Q2 		$59K Sell
1,450
-51
-3% -$2.06K 0.01% 278
2023
Q1 		$60.6K Hold
1,501
– – 0.01% 266
2022
Q4 		$58.5K Buy
1,501
+9
+0.6% +$343 0.02% 265
2022
Q3 		$54K Sell
1,492
-211
-12% -$8.57K 0.02% 255
2022
Q2 		$70K Buy
1,703
+3
+0.2% +$130 0.02% 233
2022
Q1 		$78K Buy
1,700
+2
+0.1% +$96 0.02% 258
2021
Q4 		$84K Buy
1,698
+4
+0.2% +$202 0.02% 240
2021
Q3 		$84K Buy
1,694
+4
+0.2% +$207 0.02% 244
2021
Q2 		$91K Buy
1,690
+54
+3% +$2.88K 0.02% 230
2021
Q1 		$85K Buy
1,636
+1
+0.1% +$53 0.02% 212
2020
Q4 		$90K Buy
+1,635
New +$76.8K 0.02% 202

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

SOA Wealth Advisors's VWO Position: Q2 2026 in Review

SOA Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 10% in Q2 2026, buying an estimated $164K and bringing the position to 30,011 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #462.

SOA Wealth Advisors first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $91K in Q2 2021. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • SOA Wealth Advisors held 30,011 shares of Vanguard FTSE Emerging Markets ETF worth $30.7K as of Q2 2026.
  • SOA Wealth Advisors bought 2,796 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $164K.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #462 holding.
  • SOA Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $91K in Q2 2021.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.