STA
VWO icon

Summit Trail Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Summit Trail 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 		$101M Buy
1,873,246
+316,118
+20% +$17.7M 1.45% 12
2025
Q4 		$83.7M Sell
1,557,128
-69,019
-4% -$3.75M 1.45% 11
2025
Q3 		$88.1M Buy
1,626,147
+102,317
+7% +$5.27M 1.22% 12
2025
Q2 		$75.4M Buy
+1,523,830
New +$70.7M 1.29% 12
2024
Q4 		– Sell
-1,687,101
Closed -$80.7M – 775
2024
Q3 		$80.7M Buy
1,687,101
+82,208
+5% +$3.66M 2% 7
2024
Q2 		$70.2M Buy
1,604,893
+291,497
+22% +$12.6M 1.85% 7
2024
Q1 		$54.9M Buy
1,313,396
+6,283
+0.5% +$256K 1.46% 9
2023
Q4 		$53.7M Buy
1,307,113
+66,386
+5% +$2.63M 1.78% 9
2023
Q3 		$48.6M Buy
1,240,727
+98,917
+9% +$4.04M 1.79% 7
2023
Q2 		$46.4M Buy
1,141,810
+139,512
+14% +$5.62M 1.75% 9
2023
Q1 		$40.5M Buy
1,002,298
+285,147
+40% +$11.6M 1.63% 7
2022
Q4 		$28M Sell
717,151
-165,533
-19% -$6.31M 1.24% 11
2022
Q3 		$32.2M Sell
882,684
-9,840
-1% -$400K 1.74% 7
2022
Q2 		$37.2M Sell
892,524
-348,523
-28% -$15M 2.3% 5
2022
Q1 		$57.2M Sell
1,241,047
-207,178
-14% -$9.97M 4.63% 3
2021
Q4 		$71.6M Buy
1,448,225
+223,911
+18% +$11.3M 4.62% 2
2021
Q3 		$61.2M Buy
1,224,314
+33,185
+3% +$1.71M 4.59% 3
2021
Q2 		$64.7M Buy
1,191,129
+267,309
+29% +$14.2M 5.67% 2
2021
Q1 		$48.1M Buy
923,820
+286,223
+45% +$15.2M 5.19% 4
2020
Q4 		$31.9M Buy
637,597
+22,042
+4% +$1.04M 4.03% 4
2020
Q3 		$28.6M Buy
615,555
+75,167
+14% +$3.27M 5.54% 4
2020
Q2 		$21.4M Buy
540,388
+105,308
+24% +$3.9M 3.99% 5
2020
Q1 		$14.6M Buy
+435,080
New +$17.7M 3.93% 6
2019
Q4 		– Sell
-284,945
Closed -$11.5M – 116
2019
Q3 		$11.5M Buy
284,945
+26,182
+10% +$1.08M 4.08% 5
2019
Q2 		$11M Buy
258,763
+1,089
+0.4% +$45.8K 4.81% 4
2019
Q1 		$11M Buy
+257,674
New +$10.6M 4.74% 4
2018
Q2 		– Sell
-260,799
Closed -$8.37M – 686
2018
Q1 		$8.37M Buy
260,799
+46,440
+22% +$2.23M 1.42% 11
2017
Q4 		$10.7M Buy
+214,359
New +$9.58M 1.35% 11

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

Summit Trail Advisors's VWO Position: Q1 2026 in Review

Summit Trail Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q1 2026, buying an estimated $17.7M and bringing the position to 1,873,246 shares worth $101M. The position accounts for 1.45% of the portfolio, ranked #12.

Summit Trail Advisors first reported a position in VWO in Q4 2017 and has held it in 28 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Summit Trail Advisors held 1,873,246 shares of Vanguard FTSE Emerging Markets ETF worth $101M as of Q1 2026.
  • Summit Trail Advisors bought 316,118 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $17.7M.
  • Vanguard FTSE Emerging Markets ETF made up 1.45% of Summit Trail Advisors's portfolio in Q1 2026, its #12 holding.
  • Summit Trail Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.