Wealth Advisory Solutions
VWO icon

Wealth Advisory Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealth Advisory Solutions’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
Q3 		$4.1M Sell
69,118
-378
-0.5% -$22.6K 0.85% 32
2026
Q2 		$4.15M Sell
69,496
-7,539
-10% -$443K 0.85% 30
2026
Q1 		$4.16M Buy
77,035
+2,136
+3% +$120K 0.93% 29
2025
Q4 		$4.03M Sell
74,899
-986
-1% -$53.6K 0.94% 30
2025
Q3 		$4.11M Buy
75,885
+234
+0.3% +$12.1K 1% 31
2025
Q2 		$3.74M Sell
75,651
-1,356
-2% -$62.9K 0.95% 33
2025
Q1 		$3.49M Buy
77,007
+341
+0.4% +$15.4K 0.92% 33
2024
Q4 		$3.38M Buy
76,666
+1,107
+1% +$51.5K 0.95% 29
2024
Q3 		$3.62M Sell
75,559
-6,064
-7% -$270K 1% 28
2024
Q2 		$3.57M Sell
81,623
-2,079
-2% -$89.6K 0.97% 32
2024
Q1 		$3.5M Sell
83,702
-1,117
-1% -$45.6K 0.91% 34
2023
Q4 		$3.49M Sell
84,819
-85,140
-50% -$3.38M 1.22% 27
2023
Q3 		$6.82M Buy
169,959
+82,925
+95% +$3.39M 1.34% 23
2023
Q2 		$3.54M Buy
87,034
+660
+0.8% +$26.6K 0.94% 31
2023
Q1 		$3.49M Sell
86,374
-1,556
-2% -$63.4K 0.93% 34
2022
Q4 		$3.43M Sell
87,930
-3,659
-4% -$140K 0.92% 31
2022
Q3 		$3.34M Sell
91,589
-769
-0.8% -$31.2K 0.92% 33
2022
Q2 		$3.85M Sell
92,358
-7,634
-8% -$330K 0.95% 37
2022
Q1 		$4.61M Buy
+99,992
New +$4.81M 0.96% 38
2021
Q3 		$4.73M Buy
94,503
+1,243
+1% +$64.2K 1.05% 32
2021
Q2 		$5.06M Buy
93,260
+5,362
+6% +$286K 1.2% 25
2021
Q1 		$5M Sell
87,898
-19,375
-18% -$1.03M 1.04% 30
2020
Q4 		$5.38M Buy
107,273
+1,118
+1% +$52.5K 1.46% 22
2020
Q3 		$4.59M Sell
106,155
-8,653
-8% -$376K 1.22% 25
2020
Q2 		$4.55M Sell
114,808
-15,662
-12% -$580K 1.27% 24
2020
Q1 		$4.38M Buy
130,470
+30,573
+31% +$1.25M 1.49% 18
2019
Q4 		$4.44M Buy
+99,897
New +$4.23M 1.17% 21

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Wealth Advisory Solutions's VWO Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.54% in Q3 2026, selling an estimated $22.6K and leaving 69,118 shares worth $4.1M. The position accounts for 0.85% of the portfolio, ranked #32.

Wealth Advisory Solutions first reported a position in VWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.82M in Q3 2023. 906 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Wealth Advisory Solutions held 69,118 shares of Vanguard FTSE Emerging Markets ETF worth $4.1M as of Q3 2026.
  • Wealth Advisory Solutions sold 378 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $22.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.85% of Wealth Advisory Solutions's portfolio in Q3 2026, its #32 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • Wealth Advisory Solutions's Vanguard FTSE Emerging Markets ETF position peaked at $6.82M in Q3 2023.
  • 906 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.