Brainard Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Brainard Capital 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
2023 Q1	$209K	Sell	5,169 -326	-6%	-$13.3K	0.16%	82
2022 Q4	$214K	Buy	+5,495	New	+$210K	0.18%	88

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Brainard Capital Management's VWO Position: Q1 2023 in Review

Brainard Capital Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.9% in Q1 2023, selling an estimated $13.3K and leaving 5,169 shares worth $209K. The position accounts for 0.16% of the portfolio, ranked #82.

Brainard Capital Management first reported a position in VWO in Q4 2022 and has held it in 2 quarters since. The position peaked at $214K in Q4 2022. 1,916 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Brainard Capital Management held 5,169 shares of Vanguard FTSE Emerging Markets ETF worth $209K as of Q1 2023.
Brainard Capital Management sold 326 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $13.3K.
Vanguard FTSE Emerging Markets ETF made up 0.16% of Brainard Capital Management's portfolio in Q1 2023, its #82 holding.
Brainard Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 2 quarters since.
Brainard Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $214K in Q4 2022.
1,916 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.