United Advisor Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

United Advisor Group’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 Q3	$2.4M	Sell	40,486 -371	-0.9%	-$22.2K	0.23%	114
2026 Q2	$2.44M	Buy	40,857 +1,120	+3%	+$65.8K	0.26%	109
2026 Q1	$2.15M	Buy	39,737 +554	+1%	+$31K	0.26%	102
2025 Q4	$2.11M	Buy	39,183 +976	+3%	+$53K	0.26%	98
2025 Q3	$2.07M	Sell	38,207 -1,986	-5%	-$102K	0.28%	88
2025 Q2	$1.99M	Buy	40,193 +21,785	+118%	+$1.01M	0.34%	75
2025 Q1	$833K	Buy	18,408 +1,095	+6%	+$49.3K	0.17%	132
2024 Q4	$762K	Sell	17,313 -609	-3%	-$28.3K	0.15%	152
2024 Q3	$858K	Sell	17,922 -8,299	-32%	-$369K	0.19%	119
2024 Q2	$1.15M	Sell	26,221 -4,362	-14%	-$188K	0.36%	70
2024 Q1	$1.28M	Buy	30,583 +18,601	+155%	+$759K	0.48%	60
2023 Q4	$493K	Buy	+11,982	New	+$475K	0.59%	35

Other funds holding VWO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

United Advisor Group's VWO Position: Q3 2026 in Review

United Advisor Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.91% in Q3 2026, selling an estimated $22.2K and leaving 40,486 shares worth $2.4M. The position accounts for 0.23% of the portfolio, ranked #114.

United Advisor Group first reported a position in VWO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.44M in Q2 2026. 1,694 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

United Advisor Group held 40,486 shares of Vanguard FTSE Emerging Markets ETF worth $2.4M as of Q3 2026.
United Advisor Group sold 371 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $22.2K.
Vanguard FTSE Emerging Markets ETF made up 0.23% of United Advisor Group's portfolio in Q3 2026, its #114 holding.
United Advisor Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's Vanguard FTSE Emerging Markets ETF position peaked at $2.44M in Q2 2026.
1,694 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.