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

Adero 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 		$691K Sell
15,273
-18
-0.1% -$810 0.05% 107
2024
Q4 		$673K Sell
15,291
-1,047
-6% -$48.7K 0.04% 105
2024
Q3 		$782K Buy
16,338
+2,126
+15% +$94.6K 0.05% 95
2024
Q2 		$622K Sell
14,212
-1,314
-8% -$56.6K 0.05% 103
2024
Q1 		$649K Sell
15,526
-517
-3% -$21.1K 0.05% 98
2023
Q4 		$659K Buy
16,043
+357
+2% +$14.2K 0.06% 94
2023
Q3 		$615K Buy
15,686
+1,485
+10% +$60.6K 0.06% 93
2023
Q2 		$578K Sell
14,201
-1,897
-12% -$76.5K 0.06% 93
2023
Q1 		$650K Buy
16,098
+4,107
+34% +$167K 0.07% 86
2022
Q4 		$467K Sell
11,991
-483
-4% -$18.4K 0.06% 100
2022
Q3 		$441K Buy
+12,474
New +$507K 0.06% 98
2021
Q4 		– Sell
-9,709
Closed -$486K – 163
2021
Q3 		$486K Buy
9,709
+5,402
+125% +$279K 0.09% 89
2021
Q2 		$234K Buy
+4,307
New +$229K 0.05% 126

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

Adero Partners's VWO Position: Q1 2025 in Review

Adero Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.12% in Q1 2025, selling an estimated $810 and leaving 15,273 shares worth $691K. The position accounts for 0.05% of the portfolio, ranked #107.

Adero Partners first reported a position in VWO in Q2 2021 and has held it in 13 quarters since. The position peaked at $782K in Q3 2024. 2,214 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Adero Partners held 15,273 shares of Vanguard FTSE Emerging Markets ETF worth $691K as of Q1 2025.
  • Adero Partners sold 18 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $810.
  • Vanguard FTSE Emerging Markets ETF made up 0.05% of Adero Partners's portfolio in Q1 2025, its #107 holding.
  • Adero Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and has held it in 13 quarters since.
  • Adero Partners's Vanguard FTSE Emerging Markets ETF position peaked at $782K in Q3 2024.
  • 2,214 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.