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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Advisor Group's VWO Position: Q1 2026 in Review

United Advisor Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.4% in Q1 2026, buying an estimated $31K and bringing the position to 39,737 shares worth $2.15M. The position accounts for 0.26% of the portfolio, ranked #102.

United Advisor Group first reported a position in VWO in Q4 2023 and has held it in 10 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

United Advisor Group held 39,737 shares of Vanguard FTSE Emerging Markets ETF worth $2.15M as of Q1 2026.
United Advisor Group bought 554 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $31K.
Vanguard FTSE Emerging Markets ETF made up 0.26% of United Advisor Group's portfolio in Q1 2026, its #102 holding.
United Advisor Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.