WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VWO holdings history
VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 1632972
As of 2026-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 14.60M VWO (shares), valued at $868.14M, or 1.46% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 12.66%; reported value increased 25.26%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.46% | 14,600,410 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 1.52% | 12,959,833 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 1.39% | 18,397,000 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 1.47% | 17,755,887 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 1.42% | 17,096,842 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 1.36% | 15,697,319 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 1.25% | 14,845,920 | SEC filing ↗Filed Mar 17, 2025Amended |
| Q3 2024 | 1.46% | 14,168,112 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 1.41% | 13,611,199 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 1.40% | 12,975,930 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 1.86% | 15,541,238 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 2.06% | 15,932,864 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.06% | 15,932,864 | $624.73M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 1.86% | 15,541,238 | $638.74M | Shares decreased 2.46%; reported value increased 2.24%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 1.40% | 12,975,930 | $542.00M | Shares decreased 16.51%; reported value decreased 15.15%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.41% | 13,611,199 | $595.63M | Shares increased 4.90%; reported value increased 9.89%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 1.46% | 14,168,112 | $677.94M | Shares increased 4.09%; reported value increased 13.82%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 1.25% | 14,845,920 | $653.81M | Shares increased 4.78%; reported value decreased 3.56%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 17, 2025 |
| Q1 2025 | 1.36% | 15,697,319 | $710.46M | Shares increased 5.73%; reported value increased 8.66%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 1.42% | 17,096,842 | $855.18M | Shares increased 8.92%; reported value increased 20.37%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 1.47% | 17,755,887 | $970.89M | Shares increased 3.85%; reported value increased 13.53%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 1.39% | 18,397,000 | $1.02B | Shares increased 3.61%; reported value increased 5.34%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 1.52% | 12,959,833 | $693.05M | Shares decreased 29.55%; reported value decreased 32.23%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 1.46% | 14,600,410 | $868.14M | Shares increased 12.66%; reported value increased 25.26%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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