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Three Bearings Fiduciary Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Three Bearings Fiduciary 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 		$2.15M Sell
36,026
-434
-1% -$25.5K 1.93% 14
2026
Q1 		$1.97M Sell
36,460
-113
-0.3% -$6.33K 1.91% 15
2025
Q4 		$2.07M Buy
+36,573
New +$1.99M 1.93% 14

Other funds holding VWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VWO Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q2 2026, selling an estimated $25.5K and leaving 36,026 shares worth $2.15M. The position accounts for 1.93% of the portfolio, ranked #14.

Three Bearings Fiduciary Advisors first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. 1,761 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 36,026 shares of Vanguard FTSE Emerging Markets ETF worth $2.15M as of Q2 2026.
  • Three Bearings Fiduciary Advisors sold 434 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $25.5K.
  • Vanguard FTSE Emerging Markets ETF made up 1.93% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #14 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.