TAFW
VWO icon

Tred Avon Family Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Tred Avon Family Wealth’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 		$3.7M Buy
68,496
+2,068
+3% +$116K 1.23% 15
2025
Q4 		$3.57M Buy
66,428
+1,291
+2% +$70.1K 1.16% 14
2025
Q3 		$3.53M Buy
+65,137
New +$3.36M 1.21% 14

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 $424B AUM 22.94% 1-Year Est. Return

Tred Avon Family Wealth's VWO Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.1% in Q1 2026, buying an estimated $116K and bringing the position to 68,496 shares worth $3.7M. The position accounts for 1.23% of the portfolio, ranked #15.

Tred Avon Family Wealth first reported a position in VWO in Q3 2025 and has held it in 3 quarters since. 2,540 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Tred Avon Family Wealth held 68,496 shares of Vanguard FTSE Emerging Markets ETF worth $3.7M as of Q1 2026.
  • Tred Avon Family Wealth bought 2,068 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $116K.
  • Vanguard FTSE Emerging Markets ETF made up 1.23% of Tred Avon Family Wealth's portfolio in Q1 2026, its #15 holding.
  • Tred Avon Family Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,540 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.