WC
VWO icon

Waterloo Capital’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Waterloo Capital’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 		$9.31M Sell
172,320
-2,013
-1% -$113K 0.65% 40
2025
Q4 		$9.37M Buy
174,333
+3,793
+2% +$206K 0.67% 36
2025
Q3 		$9.24M Buy
170,540
+1,453
+0.9% +$74.9K 0.69% 33
2025
Q2 		$8.36M Buy
169,087
+8,550
+5% +$397K 0.68% 34
2025
Q1 		$7.27M Buy
160,537
+16,632
+12% +$749K 0.68% 40
2024
Q4 		$6.34M Buy
143,905
+3,142
+2% +$146K 0.67% 41
2024
Q3 		$6.74M Buy
140,763
+11,101
+9% +$494K 0.74% 38
2024
Q2 		$5.67M Buy
129,662
+5,768
+5% +$248K 0.68% 38
2024
Q1 		$5.18M Buy
123,894
+16,384
+15% +$669K 0.66% 39
2023
Q4 		$4.42M Buy
107,510
+2,310
+2% +$91.6K 0.72% 36
2023
Q3 		$4.12M Buy
105,200
+49,055
+87% +$2M 1.21% 24
2023
Q2 		$2.28M Buy
56,145
+982
+2% +$39.6K 0.67% 32
2023
Q1 		$2.23M Buy
+55,163
New +$2.25M 0.69% 32
2020
Q1 		$467K Buy
+13,913
New +$567K 0.33% 73

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

Waterloo Capital's VWO Position: Q1 2026 in Review

Waterloo Capital reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q1 2026, selling an estimated $113K and leaving 172,320 shares worth $9.31M. The position accounts for 0.65% of the portfolio, ranked #40.

Waterloo Capital first reported a position in VWO in Q1 2020 and has held it in 14 quarters since. The position peaked at $9.37M in Q4 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Waterloo Capital held 172,320 shares of Vanguard FTSE Emerging Markets ETF worth $9.31M as of Q1 2026.
  • Waterloo Capital sold 2,013 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $113K.
  • Vanguard FTSE Emerging Markets ETF made up 0.65% of Waterloo Capital's portfolio in Q1 2026, its #40 holding.
  • Waterloo Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 14 quarters since.
  • Waterloo Capital's Vanguard FTSE Emerging Markets ETF position peaked at $9.37M in Q4 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.