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

Bison Wealth’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
Q4 		$204K Sell
4,622
-267
-5% -$12.4K 0.04% 305
2024
Q3 		$234K Buy
+4,889
New +$218K 0.04% 365
2021
Q4 		– Sell
-8,837
Closed -$442K – 488
2021
Q3 		$442K Sell
8,837
-1,056
-11% -$54.6K 0.2% 128
2021
Q2 		$537K Sell
9,893
-219
-2% -$11.7K 0.23% 108
2021
Q1 		$526K Buy
10,112
+2,729
+37% +$145K 0.23% 114
2020
Q4 		$370K Buy
7,383
+342
+5% +$16.1K 0.17% 149
2020
Q3 		$304K Sell
7,041
-1,033
-13% -$44.9K 0.18% 136
2020
Q2 		$320K Sell
8,074
-595
-7% -$22K 0.2% 120
2020
Q1 		$291K Sell
8,669
-313
-3% -$12.8K 0.21% 125
2019
Q4 		$399K Buy
8,982
+2,543
+39% +$108K 0.19% 139
2019
Q3 		$259K Sell
6,439
-78
-1% -$3.22K 0.14% 171
2019
Q2 		$277K Sell
6,517
-1,161
-15% -$48.8K 0.16% 162
2019
Q1 		$326K Buy
7,678
+1
+0% +$41 0.2% 142
2018
Q4 		$292K Sell
7,677
-3,382
-31% -$131K 0.21% 142
2018
Q3 		$453K Buy
11,059
+2,240
+25% +$94.2K 0.3% 103
2018
Q2 		$372K Buy
8,819
+432
+5% +$19.5K 0.28% 107
2018
Q1 		$394K Buy
8,387
+181
+2% +$8.68K 0.3% 100
2017
Q4 		$377K Buy
8,206
+157
+2% +$7.02K 0.28% 98
2017
Q3 		$351K Buy
8,049
+48
+0.6% +$2.08K 0.28% 103
2017
Q2 		$327K Sell
8,001
-165
-2% -$6.69K 0.27% 103
2017
Q1 		$324K Sell
8,166
-399
-5% -$15.4K 0.28% 102
2016
Q4 		$306K Sell
8,565
-402
-4% -$14.7K 0.26% 109
2016
Q3 		$337K Sell
8,967
-841
-9% -$31.3K 0.29% 95
2016
Q2 		$346K Sell
9,808
-28
-0.3% -$957 0.21% 128
2016
Q1 		$340K Buy
9,836
+2,220
+29% +$69.6K 0.22% 126
2015
Q4 		$249K Buy
7,616
+823
+12% +$28.3K 0.14% 179
2015
Q3 		$225K Sell
6,793
-47
-0.7% -$1.71K 0.15% 180
2015
Q2 		$280K Buy
6,840
+277
+4% +$11.9K 0.16% 169
2015
Q1 		$268K Buy
6,563
+576
+10% +$23.4K 0.16% 173
2014
Q4 		$240K Buy
+5,987
New +$246K 0.18% 153

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bison Wealth's VWO Position: Q4 2024 in Review

Bison Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.5% in Q4 2024, selling an estimated $12.4K and leaving 4,622 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #305.

Bison Wealth first reported a position in VWO in Q4 2014 and has held it in 30 quarters since. The position peaked at $537K in Q2 2021. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Bison Wealth held 4,622 shares of Vanguard FTSE Emerging Markets ETF worth $204K as of Q4 2024.
  • Bison Wealth sold 267 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $12.4K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Bison Wealth's portfolio in Q4 2024, its #305 holding.
  • Bison Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 30 quarters since.
  • Bison Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $537K in Q2 2021.
  • 2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.