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Advanced Research Investment Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Advanced Research Investment Solutions’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
Q1 		– Sell
-27,006
Closed -$1.11M – 30
2023
Q4 		$1.11M Buy
27,006
+3,936
+17% +$156K 0.69% 11
2023
Q3 		$905K Sell
23,070
-746
-3% -$30.5K 0.59% 16
2023
Q2 		$969K Sell
23,816
-24,209
-50% -$976K 0.56% 16
2023
Q1 		$1.94M Sell
48,025
-17,766
-27% -$724K 1.11% 10
2022
Q4 		$2.56M Buy
65,791
+41,314
+169% +$1.58M 1.61% 9
2022
Q3 		$893K Sell
24,477
-61,273
-71% -$2.49M 0.55% 14
2022
Q2 		$3.57M Sell
85,750
-1,081
-1% -$46.7K 1.98% 9
2022
Q1 		$4.01M Buy
86,831
+3,586
+4% +$173K 1.67% 8
2021
Q4 		$4.12M Buy
83,245
+1,547
+2% +$78K 1.5% 10
2021
Q3 		$4.09M Buy
81,698
+37,898
+87% +$1.96M 2.09% 5
2021
Q2 		$2.38M Buy
43,800
+37,893
+641% +$2.02M 2.14% 4
2021
Q1 		$307K Buy
5,907
+4,944
+513% +$263K 0.36% 10
2020
Q4 		$48K Buy
+963
New +$45.2K 0.07% 21
2020
Q1 		– Sell
-4,929
Closed -$219K – 23
2019
Q4 		$219K Buy
+4,929
New +$209K 1.71% 8

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advanced Research Investment Solutions's VWO Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 27,006 shares — an estimated $1.11M sold.

Advanced Research Investment Solutions first reported a position in VWO in Q4 2019 and held it in 14 quarters. The position peaked at $4.12M in Q4 2021. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 27,006 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $1.11M.
  • Advanced Research Investment Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 14 quarters.
  • Advanced Research Investment Solutions's Vanguard FTSE Emerging Markets ETF position peaked at $4.12M in Q4 2021.
  • 2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.