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

Valeo 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
Q2 		$37.5M Sell
627,523
-16,898
-3% -$993K 0.79% 25
2026
Q1 		$34.8M Sell
644,421
-6,928
-1% -$388K 0.83% 24
2025
Q4 		$35M Sell
651,349
-9,438
-1% -$513K 0.78% 24
2025
Q3 		$35.8M Sell
660,787
-4,449
-0.7% -$229K 0.82% 23
2025
Q2 		$32.9M Buy
665,236
+13,548
+2% +$628K 0.81% 24
2025
Q1 		$29.5M Sell
651,688
-32,706
-5% -$1.47M 0.82% 23
2024
Q4 		$30.1M Sell
684,394
-22,073
-3% -$1.03M 0.84% 23
2024
Q3 		$33.8M Sell
706,467
-80,052
-10% -$3.56M 0.96% 19
2024
Q2 		$34.4M Sell
786,519
-50,102
-6% -$2.16M 1.08% 19
2024
Q1 		$34.9M Sell
836,621
-63,518
-7% -$2.59M 1.25% 15
2023
Q4 		$37M Buy
900,139
+137,298
+18% +$5.45M 1.49% 13
2023
Q3 		$29.9M Buy
762,841
+9,605
+1% +$392K 1.36% 13
2023
Q2 		$30.6M Sell
753,236
-5,671
-0.7% -$229K 1.4% 13
2023
Q1 		$30.7M Sell
758,907
-54,583
-7% -$2.22M 1.48% 12
2022
Q4 		$31.7M Buy
813,490
+234,337
+40% +$8.93M 1.74% 11
2022
Q3 		$20.5M Buy
579,153
+27,164
+5% +$1.1M 1.3% 13
2022
Q2 		$23M Sell
551,989
-17,991
-3% -$777K 1.44% 11
2022
Q1 		$26.3M Sell
569,980
-150,947
-21% -$7.26M 1.34% 13
2021
Q4 		$35.7M Sell
720,927
-518,562
-42% -$26.2M 1.93% 8
2021
Q3 		$62M Sell
1,239,489
-278,685
-18% -$14.4M 3.54% 5
2021
Q2 		$82.5M Buy
1,518,174
+18,800
+1% +$1M 5% 4
2021
Q1 		$78M Buy
1,499,374
+73,703
+5% +$3.92M 3.61% 6
2020
Q4 		$71.4M Buy
1,425,671
+130,095
+10% +$6.11M 3.67% 6
2020
Q3 		$56M Sell
1,295,576
-12,401
-0.9% -$539K 4.9% 4
2020
Q2 		$51.8M Buy
1,307,977
+77,022
+6% +$2.85M 4.72% 4
2020
Q1 		$42.9M Buy
1,230,955
+53,068
+5% +$2.16M 4.56% 4
2019
Q4 		$52.4M Buy
1,177,887
+36,093
+3% +$1.53M 5.08% 4
2019
Q3 		$46M Buy
1,141,794
+60,444
+6% +$2.5M 5.08% 4
2019
Q2 		$46M Buy
1,081,350
+44,269
+4% +$1.86M 5.27% 3
2019
Q1 		$44.1M Buy
1,037,081
+68,564
+7% +$2.82M 5.36% 2
2018
Q4 		$36.9M Buy
968,517
+27,932
+3% +$1.08M 5.18% 2
2018
Q3 		$35.6M Buy
940,585
+67,942
+8% +$2.86M 4.81% 2
2018
Q2 		$36.4M Buy
872,643
+5,736
+0.7% +$259K 5.1% 2
2018
Q1 		$40.7M Sell
866,907
-827
-0.1% -$39.7K 6.53% 2
2017
Q4 		$39.8M Buy
867,734
+213,926
+33% +$9.56M 6.54% 2
2017
Q3 		$28.5M Buy
+653,808
New +$28.3M 6.45% 2

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Valeo Financial Advisors's VWO Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.6% in Q2 2026, selling an estimated $993K and leaving 627,523 shares worth $37.5M. The position accounts for 0.79% of the portfolio, ranked #25.

Valeo Financial Advisors first reported a position in VWO in Q3 2017 and has held it in 36 quarters since. The position peaked at $82.5M in Q2 2021. 681 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Valeo Financial Advisors held 627,523 shares of Vanguard FTSE Emerging Markets ETF worth $37.5M as of Q2 2026.
  • Valeo Financial Advisors sold 16,898 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $993K.
  • Vanguard FTSE Emerging Markets ETF made up 0.79% of Valeo Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Valeo Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $82.5M in Q2 2021.
  • 681 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.