Axiom Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Axiom Advisory’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	$206M	Buy	4,625,853 +433,814	+10%	+$19.3M	1.92%	14
2024 Q2	$181M	Buy	4,192,039 +4,126,975	+6,343%	+$178M	1.97%	13
2024 Q1	$2.72M	Buy	65,064 +5,061	+8%	+$207K	2%	13
2023 Q4	$2.47M	Buy	60,003 +1,791	+3%	+$71K	1.98%	14
2023 Q3	$2.28M	Buy	58,212 +1,342	+2%	+$54.8K	2.05%	14
2023 Q2	$2.31M	Buy	56,870 +1,339	+2%	+$54K	2.05%	14
2023 Q1	$2.25M	Buy	55,531 +495	+0.9%	+$20.2K	2.16%	13
2022 Q4	$2.15M	Buy	55,036 +3,727	+7%	+$142K	2.27%	13
2022 Q3	$1.87M	Buy	51,309 +3,658	+8%	+$149K	2.22%	15
2022 Q2	$1.97M	Sell	47,651 -8,584	-15%	-$371K	2.19%	14
2022 Q1	$2.59M	Buy	56,235 +3,234	+6%	+$156K	2.16%	14
2021 Q4	$2.62M	Buy	+53,001	New	+$2.67M	2.15%	12

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Axiom Advisory's VWO Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 10% in Q3 2024, buying an estimated $19.3M and bringing the position to 4,625,853 shares worth $206M. The position accounts for 1.92% of the portfolio, ranked #14.

Axiom Advisory first reported a position in VWO in Q4 2021 and has held it in 12 quarters since. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

Axiom Advisory held 4,625,853 shares of Vanguard FTSE Emerging Markets ETF worth $206M as of Q3 2024.
Axiom Advisory bought 433,814 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $19.3M.
Vanguard FTSE Emerging Markets ETF made up 1.92% of Axiom Advisory's portfolio in Q3 2024, its #14 holding.
Axiom Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 12 quarters since.
2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.