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YHB Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

YHB Investment 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
Q3 		$327K Hold
5,506
– – 0.02% 260
2026
Q2 		$329K Hold
5,506
– – 0.02% 261
2026
Q1 		$298K Sell
5,506
-58
-1% -$3.25K 0.02% 261
2025
Q4 		$299K Sell
5,564
-1,108
-17% -$60.2K 0.02% 260
2025
Q3 		$361K Sell
6,672
-376
-5% -$19.4K 0.03% 236
2025
Q2 		$349K Buy
7,048
+370
+6% +$17.2K 0.03% 233
2025
Q1 		$302K Sell
6,678
-349
-5% -$15.7K 0.03% 242
2024
Q4 		$310K Buy
7,027
+1,317
+23% +$61.2K 0.03% 229
2024
Q3 		$273K Hold
5,710
– – 0.02% 242
2024
Q2 		$250K Hold
5,710
– – 0.02% 252
2024
Q1 		$239K Sell
5,710
-3,667
-39% -$150K 0.02% 252
2023
Q4 		$385K Sell
9,377
-6,606
-41% -$262K 0.04% 206
2023
Q3 		$627K Sell
15,983
-4
-0% -$163 0.06% 170
2023
Q2 		$650K Buy
15,987
+621
+4% +$25K 0.06% 169
2023
Q1 		$621K Sell
15,366
-467
-3% -$19K 0.06% 173
2022
Q4 		$617K Sell
15,833
-3,582
-18% -$137K 0.07% 169
2022
Q3 		$708K Sell
19,415
-1,196
-6% -$48.6K 0.08% 164
2022
Q2 		$858K Hold
20,611
– – 0.09% 157
2022
Q1 		$951K Hold
20,611
– – 0.08% 162
2021
Q4 		$1.02M Sell
20,611
-170
-0.8% -$8.57K 0.08% 166
2021
Q3 		$1.04M Buy
20,781
+8
+0% +$413 0.09% 159
2021
Q2 		$1.13M Hold
20,773
– – 0.1% 160
2021
Q1 		$1.1M Buy
20,773
+100
+0.5% +$5.32K 0.09% 160
2020
Q4 		$1.04M Buy
20,673
+309
+2% +$14.5K 0.1% 159
2020
Q3 		$881K Buy
+20,364
New +$885K 0.1% 162

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
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YHB Investment Advisors's VWO Position: Q3 2026 in Review

YHB Investment Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2026 at 5,506 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #260.

YHB Investment Advisors first reported a position in VWO in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.13M in Q2 2021. 434 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • YHB Investment Advisors held 5,506 shares of Vanguard FTSE Emerging Markets ETF worth $327K as of Q3 2026.
  • YHB Investment Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #260 holding.
  • YHB Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.13M in Q2 2021.
  • 434 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.