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Barber Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Barber Financial Group’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
Q1 		$329K Sell
8,144
-2,674
-25% -$109K 0.06% 97
2022
Q4 		$422K Buy
+10,818
New +$412K 0.12% 77
2022
Q3 		– Sell
-12,420
Closed -$517K – 146
2022
Q2 		$517K Buy
12,420
+6,418
+107% +$277K 0.08% 67
2022
Q1 		$277K Sell
6,002
-1,238
-17% -$59.6K 0.04% 121
2021
Q4 		$358K Buy
7,240
+182
+3% +$9.18K 0.04% 117
2021
Q3 		$353K Buy
7,058
+95
+1% +$4.91K 0.05% 112
2021
Q2 		$378K Buy
6,963
+2
+0% +$107 0.05% 102
2021
Q1 		$362K Sell
6,961
-41
-0.6% -$2.18K 0.05% 96
2020
Q4 		$351K Sell
7,002
-642
-8% -$30.2K 0.06% 99
2020
Q3 		$331K Sell
7,644
-208
-3% -$9.04K 0.07% 96
2020
Q2 		$311K Sell
7,852
-785
-9% -$29.1K 0.07% 92
2020
Q1 		$290K Sell
8,637
-138
-2% -$5.63K 0.09% 83
2019
Q4 		$390K Sell
8,775
-79
-0.9% -$3.35K 0.08% 96
2019
Q3 		$356K Buy
8,854
+474
+6% +$19.6K 0.08% 97
2019
Q2 		$356K Sell
8,380
-1,793
-18% -$75.4K 0.08% 99
2019
Q1 		$432K Sell
10,173
-298
-3% -$12.3K 0.09% 83
2018
Q4 		$399K Sell
10,471
-6,132
-37% -$238K 0.09% 87
2018
Q3 		$681K Sell
16,603
-1,322
-7% -$55.6K 0.16% 66
2018
Q2 		$756K Sell
17,925
-2,146
-11% -$96.9K 0.22% 63
2018
Q1 		$943K Sell
20,071
-104,475
-84% -$5.01M 0.25% 58
2017
Q4 		$5.72M Sell
124,546
-10,642
-8% -$476K 1.45% 20
2017
Q3 		$5.89M Buy
135,188
+5,846
+5% +$253K 1.67% 19
2017
Q2 		$5.28M Buy
129,342
+9,012
+7% +$365K 1.72% 19
2017
Q1 		$4.78M Buy
120,330
+13,312
+12% +$514K 1.64% 19
2016
Q4 		$3.83M Buy
+107,018
New +$3.92M 1.38% 19

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Barber Financial Group's VWO Position: Q1 2023 in Review

Barber Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 25% in Q1 2023, selling an estimated $109K and leaving 8,144 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #97.

Barber Financial Group first reported a position in VWO in Q4 2016 and has held it in 25 quarters since. The position peaked at $5.89M in Q3 2017. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

  • Barber Financial Group held 8,144 shares of Vanguard FTSE Emerging Markets ETF worth $329K as of Q1 2023.
  • Barber Financial Group sold 2,674 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $109K.
  • Vanguard FTSE Emerging Markets ETF made up 0.06% of Barber Financial Group's portfolio in Q1 2023, its #97 holding.
  • Barber Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 25 quarters since.
  • Barber Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $5.89M in Q3 2017.
  • 1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.