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

Trellis 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 Q1	–	Sell	-4,600	Closed	-$247K	–	52
2025 Q4	$247K	Hold	4,600	–	–	0.1%	40
2025 Q3	$249K	Hold	4,600	–	–	0.1%	36
2025 Q2	$228K	Hold	4,600	–	–	0.1%	36
2025 Q1	$208K	Buy	+4,600	New	+$207K	0.1%	34

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trellis Wealth Advisors's VWO Position: Q1 2026 in Review

Trellis Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026, closing a stake of 4,600 shares — an estimated $247K sold.

Trellis Wealth Advisors first reported a position in VWO in Q1 2025 and held it in 4 quarters. The position peaked at $249K in Q3 2025. 2,549 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Trellis Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
Trellis Wealth Advisors sold 4,600 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $247K.
Trellis Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2025 and held it in 4 quarters.
Trellis Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $249K in Q3 2025.
2,549 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Trellis Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.