Altium Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Altium Wealth Management’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
2022 Q2	$37.9M	Buy	910,913 +145,427	+19%	+$6.28M	2.73%	8
2022 Q1	$35.3M	Sell	765,486 -29,151	-4%	-$1.4M	2.28%	10
2021 Q4	$39.3M	Buy	794,637 +213,895	+37%	+$10.8M	2.53%	10
2021 Q3	$29M	Buy	580,742 +53,612	+10%	+$2.77M	2.07%	13
2021 Q2	$28.6M	Buy	527,130 +28,711	+6%	+$1.53M	2.1%	13
2021 Q1	$25.9M	Buy	498,419 +6,502	+1%	+$346K	2.08%	13
2020 Q4	$24.6M	Sell	491,917 -3,044	-0.6%	-$143K	2.18%	12
2020 Q3	$21.4M	Sell	494,961 -7,343	-1%	-$319K	2.22%	12
2020 Q2	$19.9M	Buy	502,304 +90,530	+22%	+$3.35M	2.24%	12
2020 Q1	$13.8M	Buy	411,774 +220,528	+115%	+$8.99M	1.89%	14
2019 Q4	$8.51M	Sell	191,246 -2,657	-1%	-$113K	1.02%	18
2019 Q3	$7.81M	Buy	193,903 +24,712	+15%	+$1.02M	1.05%	17
2019 Q2	$7.2M	Sell	169,191 -8,296	-5%	-$349K	1.04%	17
2019 Q1	$7.54M	Buy	177,487 +313	+0.2%	+$12.9K	1.2%	16
2018 Q4	$6.75M	Buy	177,174 +46,721	+36%	+$1.81M	1.29%	16
2018 Q3	$5.35M	Buy	130,453 +49,474	+61%	+$2.08M	1.03%	16
2018 Q2	$3.42M	Buy	80,979 +3,485	+4%	+$157K	0.91%	18
2018 Q1	$3.64M	Buy	77,494 +1,805	+2%	+$86.5K	1.43%	16
2017 Q4	$3.47M	Buy	+75,689	New	+$3.38M	1.59%	13

Other funds holding VWO

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's VWO Position: Q2 2022 in Review

Altium Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 19% in Q2 2022, buying an estimated $6.28M and bringing the position to 910,913 shares worth $37.9M. The position accounts for 2.73% of the portfolio, ranked #8.

Altium Wealth Management first reported a position in VWO in Q4 2017 and has held it in 19 quarters since. The position peaked at $39.3M in Q4 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Altium Wealth Management held 910,913 shares of Vanguard FTSE Emerging Markets ETF worth $37.9M as of Q2 2022.
Altium Wealth Management bought 145,427 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $6.28M.
Vanguard FTSE Emerging Markets ETF made up 2.73% of Altium Wealth Management's portfolio in Q2 2022, its #8 holding.
Altium Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $39.3M in Q4 2021.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.