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Alera Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Alera Investment Advisors’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
Q3 		$11.3M Sell
236,102
-24,292
-9% -$1.08M 1.33% 20
2024
Q2 		$11.4M Sell
260,394
-444,434
-63% -$19.1M 1.37% 20
2024
Q1 		$29.4M Sell
704,828
-36,620
-5% -$1.49M 3.98% 6
2023
Q4 		$30.5M Buy
741,448
+10,845
+1% +$430K 3.98% 6
2023
Q3 		$28.6M Buy
730,603
+277,122
+61% +$11.3M 4.72% 6
2023
Q2 		$18.4M Buy
453,481
+6,303
+1% +$254K 3.97% 6
2023
Q1 		$18.1M Buy
447,178
+6,657
+2% +$271K 4.16% 6
2022
Q4 		$17.2M Buy
440,521
+180,776
+70% +$6.89M 4.06% 6
2022
Q3 		$9.48M Sell
259,745
-134
-0.1% -$5.44K 2.68% 11
2022
Q2 		$10.8M Buy
259,879
+64,501
+33% +$2.78M 3.03% 9
2022
Q1 		$9.01M Buy
195,378
+37,897
+24% +$1.82M 2.06% 12
2021
Q4 		$7.79M Sell
157,481
-66,317
-30% -$3.34M 2.14% 10
2021
Q3 		$11.2M Buy
223,798
+14,250
+7% +$736K 3.3% 8
2021
Q2 		$11.4M Buy
209,548
+101,572
+94% +$5.41M 3.44% 8
2021
Q1 		$5.62M Sell
107,976
-105,663
-49% -$5.62M 1.85% 11
2020
Q4 		$10.7M Buy
213,639
+16,715
+8% +$785K 3.78% 9
2020
Q3 		$8.49M Buy
196,924
+83,701
+74% +$3.64M 3.38% 9
2020
Q2 		$4.49M Buy
113,223
+3,689
+3% +$137K 2.36% 10
2020
Q1 		$3.4M Sell
109,534
-85,713
-44% -$3.49M 2.06% 12
2019
Q4 		$8.69M Buy
195,247
+12,751
+7% +$540K 3.96% 8
2019
Q3 		$7.35M Buy
182,496
+8,241
+5% +$340K 3.64% 8
2019
Q2 		$7.41M Buy
174,255
+8,660
+5% +$364K 3.8% 8
2019
Q1 		$7.04M Buy
165,595
+79,173
+92% +$3.26M 3.43% 8
2018
Q4 		$3.29M Buy
+86,422
New +$3.35M 2.01% 10

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
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Alera Investment Advisors's VWO Position: Q3 2024 in Review

Alera Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.3% in Q3 2024, selling an estimated $1.08M and leaving 236,102 shares worth $11.3M. The position accounts for 1.33% of the portfolio, ranked #20.

Alera Investment Advisors first reported a position in VWO in Q4 2018 and has held it in 24 quarters since. The position peaked at $30.5M in Q4 2023. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Alera Investment Advisors held 236,102 shares of Vanguard FTSE Emerging Markets ETF worth $11.3M as of Q3 2024.
  • Alera Investment Advisors sold 24,292 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $1.08M.
  • Vanguard FTSE Emerging Markets ETF made up 1.33% of Alera Investment Advisors's portfolio in Q3 2024, its #20 holding.
  • Alera Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $30.5M in Q4 2023.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.