EverSource Wealth Advisors, LLC VWO holdings history
VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 1710537
As of 2026-06-30, EverSource Wealth Advisors, LLC reported 414.76K VWO (shares), valued at $24.76M, or 0.84% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 46.87%; reported value decreased 41.32%, and weight changed -0.45 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 | 0.84% | 414,758 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.29% | 780,631 | SEC filing ↗Filed May 18, 2026Amended |
| Q4 2025 | 0.84% | 424,542 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 0.91% | 424,354 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 0.97% | 431,929 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.16% | 466,495 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.17% | 471,321 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.37% | 451,210 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 1.30% | 440,885 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.33% | 401,823 | SEC filing ↗Filed Jun 11, 2024Amended |
| Q4 2023 | 1.26% | 333,581 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 1.27% | 306,183 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.27% | 306,183 | $12.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 1.26% | 333,581 | $13.71M | Shares increased 8.95%; reported value increased 14.20%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.33% | 401,823 | $16.94M | Shares increased 20.46%; reported value increased 23.59%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 1.30% | 440,885 | $19.53M | Shares increased 9.72%; reported value increased 15.24%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.37% | 451,210 | $21.59M | Shares increased 2.34%; reported value increased 10.57%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.17% | 471,321 | $20.76M | Shares increased 4.46%; reported value decreased 3.86%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.16% | 466,495 | $21.11M | Shares decreased 1.02%; reported value increased 1.72%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.97% | 431,929 | $21.36M | Shares decreased 7.41%; reported value increased 1.18%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.91% | 424,354 | $22.99M | Shares decreased 1.75%; reported value increased 7.62%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 0.84% | 424,542 | $22.82M | Shares increased 0.04%; reported value decreased 0.73%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 1.29% | 780,631 | $42.19M | Shares increased 83.88%; reported value increased 84.87%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 0.84% | 414,758 | $24.76M | Shares decreased 46.87%; reported value decreased 41.32%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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