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

Arlington 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
2023 Q3	–	Sell	-1,750	Closed	-$71.2K	–	596
2023 Q2	$71.2K	Sell	1,750 -21,000	-92%	-$847K	0.01%	276
2023 Q1	$919K	Buy	+22,750	New	+$927K	0.13%	55
2022 Q2	–	Sell	-4,700	Closed	-$217K	–	502
2022 Q1	$217K	Hold	4,700	–	–	0.06%	107
2021 Q4	$232K	Hold	4,700	–	–	0.06%	106
2021 Q3	$235K	Hold	4,700	–	–	0.07%	97
2021 Q2	$255K	Hold	4,700	–	–	0.09%	71
2021 Q1	$245K	Buy	+4,700	New	+$250K	0.09%	76
2020 Q4	–	Sell	-2,558	Closed	-$111K	–	238
2020 Q3	$111K	Buy	+2,558	New	+$111K	0.06%	76
2020 Q2	–	Sell	-10,000	Closed	-$336K	–	290
2020 Q1	$336K	Sell	10,000 -611	-6%	-$24.9K	0.17%	55
2019 Q4	$472K	Buy	10,611 +611	+6%	+$25.9K	0.29%	28
2019 Q3	$403K	Hold	10,000	–	–	0.26%	29
2019 Q2	$425K	Sell	10,000 -1,881	-16%	-$79.1K	0.19%	60
2019 Q1	$505K	Buy	+11,881	New	+$489K	0.36%	24

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Arlington Partners's VWO Position: Q3 2023 in Review

Arlington Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 1,750 shares — an estimated $71.2K sold.

Arlington Partners first reported a position in VWO in Q1 2019 and held it in 13 quarters. The position peaked at $919K in Q1 2023. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Arlington Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Arlington Partners sold 1,750 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $71.2K.
Arlington Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and held it in 13 quarters.
Arlington Partners's Vanguard FTSE Emerging Markets ETF position peaked at $919K in Q1 2023.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.