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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

United Advisor Group's VWO Position: Q2 2026 in Review

United Advisor Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.8% in Q2 2026, buying an estimated $65.8K and bringing the position to 40,857 shares worth $2.44M. The position accounts for 0.26% of the portfolio, ranked #109.

United Advisor Group first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 2,611 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • United Advisor Group held 40,857 shares of Vanguard FTSE Emerging Markets ETF worth $2.44M as of Q2 2026.
  • United Advisor Group bought 1,120 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $65.8K.
  • Vanguard FTSE Emerging Markets ETF made up 0.26% of United Advisor Group's portfolio in Q2 2026, its #109 holding.
  • United Advisor Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,611 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.