Acorn Financial Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Acorn Financial Advisory Services’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
2024 Q2	–	Sell	-4,947	Closed	-$207K	–	212
2024 Q1	$207K	Buy	+4,947	New	+$202K	0.04%	199
2021 Q3	–	Sell	-30,376	Closed	-$1.65M	–	246
2021 Q2	$1.65M	Buy	30,376 +3,398	+13%	+$181K	0.49%	59
2021 Q1	$1.4M	Buy	26,978 +3,297	+14%	+$176K	0.51%	56
2020 Q4	$1.19M	Buy	23,681 +4,732	+25%	+$222K	0.47%	58
2020 Q3	$819K	Buy	18,949 +2,387	+14%	+$104K	0.43%	66
2020 Q2	$656K	Buy	+16,562	New	+$613K	0.46%	76

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Acorn Financial Advisory Services's VWO Position: Q2 2024 in Review

Acorn Financial Advisory Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2024, closing a stake of 4,947 shares — an estimated $207K sold.

Acorn Financial Advisory Services first reported a position in VWO in Q2 2020 and held it in 6 quarters. The position peaked at $1.65M in Q2 2021. 2,051 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

Acorn Financial Advisory Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 4,947 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $207K.
Acorn Financial Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and held it in 6 quarters.
Acorn Financial Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $1.65M in Q2 2021.
2,051 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2024, filed 1 Aug 2024.