BFM
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Boston Financial Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Boston Financial Management’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 		$3.55M Sell
80,637
-7,227
-8% -$336K 0.11% 115
2024
Q3 		$4.2M Buy
87,864
+1,454
+2% +$64.7K 0.13% 110
2024
Q2 		$3.78M Sell
86,410
-1,993
-2% -$85.8K 0.12% 112
2024
Q1 		$3.69M Sell
88,403
-2,031
-2% -$82.9K 0.12% 112
2023
Q4 		$3.72M Sell
90,434
-6,199
-6% -$246K 0.13% 106
2023
Q3 		$3.79M Sell
96,633
-3,751
-4% -$153K 0.14% 102
2023
Q2 		$4.08M Sell
100,384
-4,477
-4% -$180K 0.15% 102
2023
Q1 		$4.24M Sell
104,861
-2,257
-2% -$92K 0.17% 100
2022
Q4 		$4.18M Sell
107,118
-3,889
-4% -$148K 0.17% 96
2022
Q3 		$4.05M Buy
111,007
+17,700
+19% +$719K 0.18% 88
2022
Q2 		$3.89M Buy
93,307
+19,070
+26% +$823K 0.17% 90
2022
Q1 		$3.42M Buy
74,237
+57,506
+344% +$2.77M 0.13% 100
2021
Q4 		$828K Buy
16,731
+347
+2% +$17.5K 0.03% 158
2021
Q3 		$819K Sell
16,384
-1,866
-10% -$96.4K 0.03% 150
2021
Q2 		$991K Buy
18,250
+1,926
+12% +$103K 0.04% 135
2021
Q1 		$850K Buy
16,324
+986
+6% +$52.5K 0.04% 134
2020
Q4 		$769K Sell
15,338
-28
-0.2% -$1.32K 0.03% 139
2020
Q3 		$664K Sell
15,366
-1,127
-7% -$49K 0.03% 144
2020
Q2 		$653K Sell
16,493
-5,322
-24% -$197K 0.04% 142
2020
Q1 		$732K Sell
21,815
-8,828
-29% -$360K 0.05% 138
2019
Q4 		$1.36M Buy
30,643
+8,001
+35% +$339K 0.07% 117
2019
Q3 		$912K Buy
22,642
+2,135
+10% +$88.1K 0.05% 140
2019
Q2 		$872K Buy
20,507
+367
+2% +$15.4K 0.05% 144
2019
Q1 		$856K Sell
20,140
-6,645
-25% -$274K 0.05% 145
2018
Q4 		$1.02M Sell
26,785
-23,206
-46% -$899K 0.07% 137
2018
Q3 		$2.05M Buy
49,991
+12,595
+34% +$530K 0.12% 125
2018
Q2 		$1.58M Sell
37,396
-973
-3% -$43.9K 0.11% 132
2018
Q1 		$1.8M Sell
38,369
-2,684
-7% -$129K 0.12% 134
2017
Q4 		$1.89M Sell
41,053
-1,769
-4% -$79.1K 0.13% 140
2017
Q3 		$1.87M Sell
42,822
-1,470
-3% -$63.6K 0.13% 140
2017
Q2 		$1.81M Sell
44,292
-4,543
-9% -$184K 0.13% 145
2017
Q1 		$1.94M Sell
48,835
-323,141
-87% -$12.5M 0.14% 145
2016
Q4 		$13.3M Sell
371,976
-11,107
-3% -$407K 1.05% 19
2016
Q3 		$14.4M Sell
383,083
-10,272
-3% -$382K 1.18% 16
2016
Q2 		$13.9M Buy
393,355
+378,021
+2,465% +$12.9M 1.13% 19
2016
Q1 		$530K Sell
15,334
-425
-3% -$13.3K 0.08% 137
2015
Q4 		$515K Sell
15,759
-5,854
-27% -$201K 0.07% 142
2015
Q3 		$715K Sell
21,613
-9,030
-29% -$328K 0.1% 148
2015
Q2 		$1.25M Sell
30,643
-916
-3% -$39.4K 0.16% 140
2015
Q1 		$1.29M Sell
31,559
-4,869
-13% -$198K 0.16% 128
2014
Q4 		$1.46M Buy
36,428
+3,758
+12% +$155K 0.18% 126
2014
Q3 		$1.36M Sell
32,670
-1,023
-3% -$45.4K 0.18% 129
2014
Q2 		$1.45M Buy
33,693
+3,343
+11% +$141K 0.19% 127
2014
Q1 		$1.23M Sell
30,350
-1,326
-4% -$51.4K 0.16% 137
2013
Q4 		$1.3M Buy
31,676
+8,232
+35% +$339K 0.18% 130
2013
Q3 		$941K Buy
23,444
+1,366
+6% +$54K 0.14% 137
2013
Q2 		$857K Buy
+22,078
New +$926K 0.13% 137

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

Boston Financial Management's VWO Position: Q4 2024 in Review

Boston Financial Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8.2% in Q4 2024, selling an estimated $336K and leaving 80,637 shares worth $3.55M. The position accounts for 0.11% of the portfolio, ranked #115.

Boston Financial Management first reported a position in VWO in Q2 2013 and has held it in 47 quarters since. The position peaked at $14.4M in Q3 2016. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Boston Financial Management held 80,637 shares of Vanguard FTSE Emerging Markets ETF worth $3.55M as of Q4 2024.
  • Boston Financial Management sold 7,227 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $336K.
  • Vanguard FTSE Emerging Markets ETF made up 0.11% of Boston Financial Management's portfolio in Q4 2024, its #115 holding.
  • Boston Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $14.4M in Q3 2016.
  • 2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.