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Accretive Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Accretive Wealth Partners’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
2025
Q1 		– Sell
-11,851
Closed -$522K – 146
2024
Q4 		$522K Buy
11,851
+179
+2% +$8.32K 0.22% 101
2024
Q3 		$559K Sell
11,672
-814
-7% -$36.2K 0.23% 103
2024
Q2 		$546K Buy
12,486
+560
+5% +$24.1K 0.23% 102
2024
Q1 		$520K Buy
11,926
+100
+0.8% +$4.08K 0.23% 105
2023
Q4 		$486K Sell
11,826
-2,308
-16% -$91.5K 0.23% 106
2023
Q3 		$554K Sell
14,134
-73
-0.5% -$2.98K 0.33% 88
2023
Q2 		$578K Buy
14,207
+553
+4% +$22.3K 0.34% 84
2023
Q1 		$552K Buy
13,654
+195
+1% +$7.95K 0.35% 85
2022
Q4 		$525K Sell
13,459
-8,937
-40% -$341K 0.36% 82
2022
Q3 		$817K Sell
22,396
-178
-0.8% -$7.23K 0.62% 50
2022
Q2 		$940K Buy
22,574
+8,006
+55% +$346K 0.68% 50
2022
Q1 		$672K Buy
14,568
+413
+3% +$19.9K 0.42% 82
2021
Q4 		$700K Buy
14,155
+2,603
+23% +$131K 0.45% 83
2021
Q3 		$578K Buy
11,552
+69
+0.6% +$3.56K 0.41% 88
2021
Q2 		$624K Buy
+11,483
New +$612K 0.45% 86

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Accretive Wealth Partners's VWO Position: Q1 2025 in Review

Accretive Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 11,851 shares — an estimated $522K sold.

Accretive Wealth Partners first reported a position in VWO in Q2 2021 and held it in 15 quarters. The position peaked at $940K in Q2 2022. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Accretive Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Accretive Wealth Partners sold 11,851 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $522K.
  • Accretive Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 15 quarters.
  • Accretive Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $940K in Q2 2022.
  • 2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Accretive Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.