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United Capital Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

United Capital Financial 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 		$14M Buy
258,494
+2,760
+1% +$155K 0.09% 189
2025
Q4 		$13.7M Buy
255,734
+26,549
+12% +$1.44M 0.08% 189
2025
Q3 		$12.4M Sell
229,185
-4,021
-2% -$207K 0.09% 175
2025
Q2 		$11.5M Sell
233,206
-7,969
-3% -$370K 0.09% 174
2025
Q1 		$10.9M Sell
241,175
-3,713
-2% -$167K 0.09% 167
2024
Q4 		$10.8M Sell
244,888
-3,063
-1% -$142K 0.09% 169
2024
Q3 		$11.9M Sell
247,951
-4,932
-2% -$220K 0.1% 164
2024
Q2 		$11.1M Sell
252,883
-4,634
-2% -$200K 0.1% 167
2024
Q1 		$10.8M Sell
257,517
-3,857
-1% -$157K 0.09% 178
2023
Q4 		$10.7M Sell
261,374
-45,321
-15% -$1.8M 0.09% 181
2023
Q3 		$12M Sell
306,695
-32,615
-10% -$1.33M 0.08% 209
2023
Q2 		$13.8M Sell
339,310
-17,501
-5% -$706K 0.08% 200
2023
Q1 		$14.4M Sell
356,811
-39,636
-10% -$1.62M 0.08% 197
2022
Q4 		$15.5M Sell
396,447
-56,661
-13% -$2.16M 0.09% 198
2022
Q3 		$16.5M Sell
453,108
-57,393
-11% -$2.33M 0.1% 181
2022
Q2 		$21.3M Buy
510,501
+13,349
+3% +$576K 0.12% 170
2022
Q1 		$22.9M Sell
497,152
-9,714
-2% -$467K 0.11% 175
2021
Q4 		$25.1M Buy
506,866
+15,059
+3% +$759K 0.12% 171
2021
Q3 		$24.6M Buy
491,807
+11,496
+2% +$594K 0.12% 168
2021
Q2 		$26.1M Buy
480,311
+24,537
+5% +$1.31M 0.13% 164
2021
Q1 		$23.7M Buy
455,774
+6,708
+1% +$357K 0.13% 166
2020
Q4 		$22.5M Sell
449,066
-91,050
-17% -$4.28M 0.14% 165
2020
Q3 		$23.4M Buy
540,116
+34,843
+7% +$1.51M 0.15% 155
2020
Q2 		$20M Sell
505,273
-74,409
-13% -$2.75M 0.15% 153
2020
Q1 		$19.4M Sell
579,682
-61,775
-10% -$2.52M 0.16% 138
2019
Q4 		$28.5M Sell
641,457
-16,489
-3% -$699K 0.18% 120
2019
Q3 		$26.4M Sell
657,946
-28,099
-4% -$1.16M 0.18% 122
2019
Q2 		$29.2M Sell
686,045
-413,718
-38% -$17.4M 0.19% 113
2019
Q1 		$46.7M Buy
1,099,763
+639,133
+139% +$26.3M 0.33% 66
2018
Q4 		$17.6M Buy
460,630
+57,482
+14% +$2.23M 0.14% 152
2018
Q3 		$16.5M Sell
403,148
-673,788
-63% -$28.3M 0.12% 196
2018
Q2 		$45.4M Sell
1,076,936
-655,533
-38% -$29.6M 0.34% 59
2018
Q1 		$81.4M Buy
1,732,469
+59,956
+4% +$2.87M 0.62% 22
2017
Q4 		$76.4M Buy
1,672,513
+68,231
+4% +$3.05M 0.6% 23
2017
Q3 		$69.9M Sell
1,604,282
-72,676
-4% -$3.15M 0.59% 25
2017
Q2 		$68.5M Buy
1,676,958
+78,868
+5% +$3.2M 0.61% 23
2017
Q1 		$63.5M Sell
1,598,090
-86,267
-5% -$3.33M 0.59% 25
2016
Q4 		$60.3M Buy
1,684,357
+949,956
+129% +$34.8M 0.59% 26
2016
Q3 		$27.6M Buy
734,401
+399,930
+120% +$14.9M 0.27% 79
2016
Q2 		$11.7M Sell
334,471
-438,756
-57% -$15M 0.12% 191
2016
Q1 		$26.7M Buy
773,227
+68,427
+10% +$2.15M 0.29% 62
2015
Q4 		$23.1M Buy
704,800
+100,414
+17% +$3.46M 0.27% 77
2015
Q3 		$20M Sell
604,386
-353,323
-37% -$12.8M 0.24% 79
2015
Q2 		$39.2M Buy
957,709
+299,572
+46% +$12.9M 0.45% 42
2015
Q1 		$28.9M Buy
658,137
+121,411
+23% +$4.94M 0.35% 68
2014
Q4 		$21.5M Sell
536,726
-596,762
-53% -$24.6M 0.32% 77
2014
Q3 		$47.3M Buy
1,133,488
+116,228
+11% +$5.16M 0.82% 18
2014
Q2 		$43.9M Buy
1,017,260
+452,967
+80% +$19.1M 0.81% 20
2014
Q1 		$22.9M Buy
564,293
+204,230
+57% +$7.92M 0.49% 44
2013
Q4 		$14.8M Buy
360,063
+63,724
+22% +$2.63M 0.5% 48
2013
Q3 		$11.9M Sell
296,339
-237,964
-45% -$9.41M 0.38% 59
2013
Q2 		$20.7M Buy
+534,303
New +$22.4M 0.55% 43

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 $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors's VWO Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q1 2026, buying an estimated $155K and bringing the position to 258,494 shares worth $14M. The position accounts for 0.09% of the portfolio, ranked #189.

United Capital Financial Advisors first reported a position in VWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $81.4M in Q1 2018. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • United Capital Financial Advisors held 258,494 shares of Vanguard FTSE Emerging Markets ETF worth $14M as of Q1 2026.
  • United Capital Financial Advisors bought 2,760 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $155K.
  • Vanguard FTSE Emerging Markets ETF made up 0.09% of United Capital Financial Advisors's portfolio in Q1 2026, its #189 holding.
  • United Capital Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $81.4M in Q1 2018.
  • 2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.