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

Baron 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
2022 Q3	–	Sell	-978	Closed	-$40.7K	–	196
2022 Q2	$40.7K	Sell	978 -50	-5%	-$2.16K	0.03%	91
2022 Q1	$47.4K	Hold	1,028	–	–	0.03%	91
2021 Q4	$50.8K	Hold	1,028	–	–	0.03%	89
2021 Q3	$51.4K	Hold	1,028	–	–	0.03%	85
2021 Q2	$55.8K	Sell	1,028 -100	-9%	-$5.33K	0.03%	85
2021 Q1	$58.7K	Sell	1,128 -345	-23%	-$18.4K	0.04%	84
2020 Q4	$73.8K	Sell	1,473 -30	-2%	-$1.41K	0.06%	70
2020 Q3	$65K	Buy	+1,503	New	+$65.3K	0.06%	75

Other funds holding VWO

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Baron Financial Group's VWO Position: Q3 2022 in Review

Baron Financial Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 978 shares — an estimated $40.7K sold.

Baron Financial Group first reported a position in VWO in Q3 2020 and held it in 8 quarters. The position peaked at $73.8K in Q4 2020. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Baron Financial Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 978 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $40.7K.
Baron Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $73.8K in Q4 2020.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.