Mountain Capital Investment Advisors Inc. VWO holdings history
VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 1714506
As of 2025-12-31, Mountain Capital Investment Advisors Inc. reported 4.46K VWO (shares), valued at $253.37K, or 0.04% of its reported non-derivative portfolio. Filed 2026-01-28.
Verify history & sources →Shares decreased 36.59%; reported value decreased 33.97%, and weight changed -0.03 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 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | 0.04% | 4,463 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.07% | 7,038 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.64% | 172,248 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 1.62% | 167,886 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 1.96% | 216,089 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 7.08% | 705,632 | SEC filing ↗Filed Nov 15, 2024 |
| Q2 2024 | 7.87% | 703,179 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 8.46% | 706,040 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 8.71% | 635,365 | SEC filing ↗Filed Jan 9, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 8.71% | 635,365 | $25.77M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 9, 2024 |
| Q1 2024 | 8.46% | 706,040 | $30.18M | Shares increased 11.12%; reported value increased 17.12%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 7.87% | 703,179 | $31.73M | Shares decreased 0.41%; reported value increased 5.12%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 7.08% | 705,632 | $32.27M | Shares increased 0.35%; reported value increased 1.71%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 15, 2024 |
| Q4 2024 | 1.96% | 216,089 | $9.46M | Shares decreased 69.38%; reported value decreased 70.67%, and weight changed -5.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.62% | 167,886 | $7.56M | Shares decreased 22.31%; reported value decreased 20.14%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 1.64% | 172,248 | $8.55M | Shares increased 2.60%; reported value increased 13.17%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.07% | 7,038 | $383.71K | Shares decreased 95.91%; reported value decreased 95.51%, and weight changed -1.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.04% | 4,463 | $253.37K | Shares decreased 36.59%; reported value decreased 33.97%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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