United Capital Financial Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

United Capital Financial Advisors’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$216K	Buy	+3,292	New	+$221K	﹤0.01%	1524
2023 Q2	–	Sell	-4,233	Closed	-$264K	–	985
2023 Q1	$264K	Buy	+4,233	New	+$263K	﹤0.01%	856
2022 Q1	–	Sell	-21,170	Closed	-$1.64M	–	1233
2021 Q4	$1.64M	Sell	21,170 -10,918	-34%	-$847K	0.01%	574
2021 Q3	$2.51M	Sell	32,088 -10,482	-25%	-$836K	0.01%	481
2021 Q2	$3.4M	Sell	42,570 -26,279	-38%	-$2.08M	0.02%	437
2021 Q1	$5.34M	Sell	68,849 -17,966	-21%	-$1.43M	0.03%	350
2020 Q4	$7.14M	Sell	86,815 -4,078	-4%	-$328K	0.04%	297
2020 Q3	$7.17M	Sell	90,893 -9,025	-9%	-$721K	0.05%	283
2020 Q2	$7.77M	Sell	99,918 -6,047	-6%	-$448K	0.06%	290
2020 Q1	$7.46M	Sell	105,965 -8,822	-8%	-$694K	0.06%	278
2019 Q4	$9.35M	Buy	114,787 +2,978	+3%	+$239K	0.06%	318
2019 Q3	$9.01M	Buy	111,809 +3,751	+3%	+$303K	0.06%	306
2019 Q2	$8.69M	Buy	108,058 +6,831	+7%	+$535K	0.06%	319
2019 Q1	$7.92M	Buy	101,227 +19,358	+24%	+$1.49M	0.06%	326
2018 Q4	$6.1M	Sell	81,869 -16,602	-17%	-$1.24M	0.05%	329
2018 Q3	$7.47M	Buy	98,471 +3,999	+4%	+$302K	0.05%	356
2018 Q2	$7.11M	Buy	94,472 +10,904	+13%	+$833K	0.05%	352
2018 Q1	$6.56M	Buy	+83,568	New	+$6.59M	0.05%	362
2015 Q1	–	Sell	-23,157	Closed	-$1.77M	–	1282
2014 Q4	$1.77M	Sell	23,157 -253	-1%	-$19.8K	0.03%	505
2014 Q3	$1.84M	Sell	23,410 -8,330	-26%	-$667K	0.03%	452
2014 Q2	$2.56M	Buy	31,740 +23,835	+302%	+$1.9M	0.05%	359
2014 Q1	$618K	Buy	+7,905	New	+$608K	0.01%	594

Other funds holding VWOB

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

United Capital Financial Advisors opened a new position in Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2026: 3,292 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in VWOB as recently as Q1 2023.

United Capital Financial Advisors first reported a position in VWOB in Q1 2014 and has held it in 22 quarters since. The position peaked at $9.35M in Q4 2019. 451 funds tracked by Wall St. Rank hold VWOB as of Q1 2026.

United Capital Financial Advisors held 3,292 shares of Vanguard Emerging Markets Government Bond ETF worth $216K as of Q1 2026.
Vanguard Emerging Markets Government Bond ETF was a new United Capital Financial Advisors position in Q1 2026.
Vanguard Emerging Markets Government Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1524 holding.
United Capital Financial Advisors first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2014 and has held it in 22 quarters since.
United Capital Financial Advisors's Vanguard Emerging Markets Government Bond ETF position peaked at $9.35M in Q4 2019.
451 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2026.

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