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

Advisor Partners II’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
2023
Q3 		$4.27M Buy
108,812
+83,632
+332% +$3.41M 0.17% 116
2023
Q2 		$1.02M Buy
+25,180
New +$1.02M 0.05% 381

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Advisor Partners II's VWO Position: Q3 2023 in Review

Advisor Partners II increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 332% in Q3 2023, buying an estimated $3.41M and bringing the position to 108,812 shares worth $4.27M. The position accounts for 0.17% of the portfolio, ranked #116.

Advisor Partners II first reported a position in VWO in Q2 2023 and has held it in 2 quarters since. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Advisor Partners II held 108,812 shares of Vanguard FTSE Emerging Markets ETF worth $4.27M as of Q3 2023.
  • Advisor Partners II bought 83,632 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $3.41M.
  • Vanguard FTSE Emerging Markets ETF made up 0.17% of Advisor Partners II's portfolio in Q3 2023, its #116 holding.
  • Advisor Partners II first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2023 and has held it in 2 quarters since.
  • 1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.