Brightworth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Brightworth’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	$546K	Buy	14,958 +6,970	+87%	+$283K	0.06%	92
2022 Q2	$333K	Sell	7,988 -132	-2%	-$5.7K	0.04%	107
2022 Q1	$375K	Buy	8,120 +4	+0%	+$192	0.04%	101
2021 Q4	$401K	Sell	8,116 -2,029	-20%	-$102K	0.04%	93
2021 Q3	$507K	Buy	10,145 +926	+10%	+$47.8K	0.05%	78
2021 Q2	$501K	Buy	9,219 +419	+5%	+$22.3K	0.04%	71
2021 Q1	$458K	Sell	8,800 -55	-0.6%	-$2.93K	0.04%	72
2020 Q4	$444K	Sell	8,855 -719	-8%	-$33.8K	0.04%	69
2020 Q3	$414K	Buy	9,574 +85	+0.9%	+$3.69K	0.05%	64
2020 Q2	$376K	Sell	9,489 -1,052	-10%	-$38.9K	0.05%	65
2020 Q1	$354K	Sell	10,541 -1,641	-13%	-$66.9K	0.06%	65
2019 Q4	$542K	Hold	12,182	–	–	0.1%	62
2019 Q3	$490K	Buy	12,182 +186	+2%	+$7.68K	0.1%	60
2019 Q2	$510K	Sell	11,996 -5,484	-31%	-$231K	0.11%	57
2019 Q1	$743K	Sell	17,480 -6,278	-26%	-$259K	0.16%	56
2018 Q4	$905K	Buy	23,758 +4,000	+20%	+$155K	0.21%	50
2018 Q3	$810K	Buy	19,758 +454	+2%	+$19.1K	0.18%	48
2018 Q2	$815K	Sell	19,304 -3,111	-14%	-$140K	0.2%	48
2018 Q1	$1.05M	Sell	22,415 -3,629	-14%	-$174K	0.24%	48
2017 Q4	$1.2M	Sell	26,044 -684	-3%	-$30.6K	0.27%	44
2017 Q3	$1.17M	Sell	26,728 -443	-2%	-$19.2K	0.28%	42
2017 Q2	$1.11M	Sell	27,171 -1,616	-6%	-$65.5K	0.61%	7
2017 Q1	$1.14M	Sell	28,787 -13,863	-33%	-$535K	0.63%	7
2016 Q4	$1.53M	Buy	+42,650	New	+$1.56M	0.84%	7

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

Brightworth's VWO Position: Q3 2022 in Review

Brightworth increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 87% in Q3 2022, buying an estimated $283K and bringing the position to 14,958 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #92.

Brightworth first reported a position in VWO in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.53M in Q4 2016. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Brightworth held 14,958 shares of Vanguard FTSE Emerging Markets ETF worth $546K as of Q3 2022.
Brightworth bought 6,970 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $283K.
Vanguard FTSE Emerging Markets ETF made up 0.06% of Brightworth's portfolio in Q3 2022, its #92 holding.
Brightworth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 24 quarters since.
Brightworth's Vanguard FTSE Emerging Markets ETF position peaked at $1.53M in Q4 2016.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.