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

Sovereign 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 		$1.71M Buy
28,704
+34
+0.1% +$2K 0.32% 35
2026
Q1 		$1.55M Hold
28,670
– – 0.33% 36
2025
Q4 		$1.54M Buy
28,670
+542
+2% +$29.4K 0.39% 33
2025
Q3 		$1.52M Buy
28,128
+145
+0.5% +$7.47K 0.42% 29
2025
Q2 		$1.38M Buy
27,983
+939
+3% +$43.6K 0.38% 29
2025
Q1 		$1.13M Sell
27,044
-832
-3% -$37.5K 0.39% 29
2024
Q4 		$1.23M Buy
27,876
+649
+2% +$30.2K 0.37% 36
2024
Q3 		$1.3M Buy
27,227
+208
+0.8% +$9.26K 0.43% 30
2024
Q2 		$1.11M Sell
27,019
-25
-0.1% -$1.08K 0.41% 29
2024
Q1 		$1.13M Buy
27,044
+25
+0.1% +$1.02K 0.39% 30
2023
Q4 		$1.11M Buy
27,019
+568
+2% +$22.5K 0.41% 29
2023
Q3 		$1.04M Buy
26,451
+216
+0.8% +$8.82K 0.41% 29
2023
Q2 		$1.07M Buy
26,235
+147
+0.6% +$5.93K 0.4% 30
2023
Q1 		$1.05M Buy
26,088
+18
+0.1% +$733 0.42% 30
2022
Q4 		$1.02M Buy
26,070
+420
+2% +$16K 0.43% 29
2022
Q3 		$936K Buy
25,650
+357
+1% +$14.5K 0.42% 29
2022
Q2 		$1.05M Buy
25,293
+181
+0.7% +$7.81K 0.46% 29
2022
Q1 		$1.16M Buy
25,112
+73
+0.3% +$3.51K 0.46% 26
2021
Q4 		$1.24M Buy
25,039
+241
+1% +$12.2K 0.48% 26
2021
Q3 		$1.24M Buy
24,798
+230
+0.9% +$11.9K 0.49% 28
2021
Q2 		$1.33M Buy
24,568
+126
+0.5% +$6.71K 0.5% 28
2021
Q1 		$1.27M Buy
24,442
+32
+0.1% +$1.7K 0.51% 28
2020
Q4 		$1.22M Buy
24,410
+149
+0.6% +$7K 0.5% 28
2020
Q3 		$1.05M Buy
24,261
+245
+1% +$10.7K 0.41% 28
2020
Q2 		$951K Buy
24,016
+103
+0.4% +$3.81K 0.43% 20
2020
Q1 		$802K Buy
23,913
+42
+0.2% +$1.71K 0.41% 20
2019
Q4 		$1.06M Buy
+23,871
New +$1.01M 0.48% 19

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

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

Sovereign Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.12% in Q2 2026, buying an estimated $2K and bringing the position to 28,704 shares worth $1.71M. The position accounts for 0.32% of the portfolio, ranked #35.

Sovereign Investment Advisors first reported a position in VWO in Q4 2019 and has held it in 27 quarters since. 2,594 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Sovereign Investment Advisors held 28,704 shares of Vanguard FTSE Emerging Markets ETF worth $1.71M as of Q2 2026.
  • Sovereign Investment Advisors bought 34 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.32% of Sovereign Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Sovereign Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,594 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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