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BMS Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

BMS Financial Advisors’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
Q2 		$305K Buy
7,485
+81
+1% +$3.27K 0.2% 93
2023
Q1 		$299K Buy
+7,404
New +$302K 0.21% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

BMS Financial Advisors's VWO Position: Q2 2023 in Review

BMS Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q2 2023, buying an estimated $3.27K and bringing the position to 7,485 shares worth $305K. The position accounts for 0.2% of the portfolio, ranked #93.

BMS Financial Advisors first reported a position in VWO in Q1 2023 and has held it in 2 quarters since. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

  • BMS Financial Advisors held 7,485 shares of Vanguard FTSE Emerging Markets ETF worth $305K as of Q2 2023.
  • BMS Financial Advisors bought 81 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $3.27K.
  • Vanguard FTSE Emerging Markets ETF made up 0.2% of BMS Financial Advisors's portfolio in Q2 2023, its #93 holding.
  • BMS Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 2 quarters since.
  • 1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.