World Equity Group
VWO icon

World Equity Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

World Equity Group’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 		$901K Sell
15,199
-8,183
-35% -$489K 0.37% 58
2026
Q2 		$1.4M Sell
23,382
-1,193
-5% -$70.1K 0.31% 70
2026
Q1 		$1.3M Sell
24,575
-717
-3% -$40.2K 0.34% 63
2025
Q4 		$1.36M Sell
25,292
-107
-0.4% -$5.81K 0.38% 56
2025
Q3 		$1.38M Sell
25,399
-541
-2% -$27.9K 0.31% 70
2025
Q2 		$1.28M Sell
25,940
-813
-3% -$37.7K 0.35% 61
2025
Q1 		$1.21M Sell
26,753
-24,223
-48% -$1.09M 0.35% 69
2024
Q4 		$2.25M Buy
50,976
+33,436
+191% +$1.55M 0.48% 48
2024
Q3 		$839K Sell
17,540
-715
-4% -$31.8K 0.3% 74
2024
Q2 		$799K Sell
18,255
-18,189
-50% -$784K 0.24% 108
2024
Q1 		$1.52M Sell
36,444
-2,432
-6% -$99.2K 0.31% 81
2023
Q4 		$1.6M Sell
38,876
-198
-0.5% -$7.85K 0.32% 75
2023
Q3 		$1.53M Buy
39,074
+19,379
+98% +$791K 0.32% 76
2023
Q2 		$801K Sell
19,695
-450,837
-96% -$18.2M 0.24% 109
2023
Q1 		$18.7M Buy
470,532
+336,279
+250% +$13.7M 2.79% 2
2022
Q4 		$5.23M Buy
134,253
+41,092
+44% +$1.57M 1.24% 11
2022
Q3 		$3.4M Buy
93,161
+3,007
+3% +$122K 0.86% 25
2022
Q2 		$3.75M Buy
90,154
+1,778
+2% +$76.8K 0.94% 20
2022
Q1 		$4.08M Buy
+88,376
New +$4.25M 0.88% 19

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
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
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

World Equity Group's VWO Position: Q3 2026 in Review

World Equity Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 35% in Q3 2026, selling an estimated $489K and leaving 15,199 shares worth $901K. The position accounts for 0.37% of the portfolio, ranked #58.

World Equity Group first reported a position in VWO in Q1 2022 and has held it in 19 quarters since. The position peaked at $18.7M in Q1 2023. 707 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • World Equity Group held 15,199 shares of Vanguard FTSE Emerging Markets ETF worth $901K as of Q3 2026.
  • World Equity Group sold 8,183 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $489K.
  • Vanguard FTSE Emerging Markets ETF made up 0.37% of World Equity Group's portfolio in Q3 2026, its #58 holding.
  • World Equity Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Vanguard FTSE Emerging Markets ETF position peaked at $18.7M in Q1 2023.
  • 707 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.