BCM
VWO icon

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

Brookmont 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
2024
Q1 		– Sell
-5,221
Closed -$215K – 54
2023
Q4 		$215K Buy
5,221
+73
+1% +$2.9K 0.12% 47
2023
Q3 		$202K Buy
5,148
+162
+3% +$6.61K 0.13% 49
2023
Q2 		$203K Sell
4,986
-24
-0.5% -$968 0.12% 48
2023
Q1 		$202K Buy
+5,010
New +$204K 0.13% 49
2022
Q2 		– Sell
-4,576
Closed -$211K – 58
2022
Q1 		$211K Buy
4,576
+30
+0.7% +$1.44K 0.13% 53
2021
Q4 		$225K Buy
4,546
+339
+8% +$17.1K 0.12% 55
2021
Q3 		$210K Buy
4,207
+199
+5% +$10.3K 0.12% 52
2021
Q2 		$218K Buy
4,008
+158
+4% +$8.41K 0.13% 50
2021
Q1 		$200K Buy
+3,850
New +$205K 0.13% 53
2020
Q2 		– Sell
-6,676
Closed -$224K – 60
2020
Q1 		$224K Hold
6,676
– – 0.18% 57
2019
Q4 		$297K Hold
6,676
– – 0.18% 64
2019
Q3 		$269K Buy
6,676
+466
+8% +$19.2K 0.15% 66
2019
Q2 		$264K Buy
6,210
+37
+0.6% +$1.56K 0.16% 65
2019
Q1 		$262K Sell
6,173
-10
-0.2% -$412 0.16% 65
2018
Q4 		$236K Buy
6,183
+1,086
+21% +$42.1K 0.16% 66
2018
Q3 		$209K Buy
5,097
+205
+4% +$8.62K 0.12% 70
2018
Q2 		$206K Buy
4,892
+496
+11% +$22.4K 0.13% 69
2018
Q1 		$207K Buy
+4,396
New +$211K 0.14% 67

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brookmont Capital Management's VWO Position: Q1 2024 in Review

Brookmont Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 5,221 shares — an estimated $215K sold.

Brookmont Capital Management first reported a position in VWO in Q1 2018 and held it in 18 quarters. The position peaked at $297K in Q4 2019. 2,033 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Brookmont Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Brookmont Capital Management sold 5,221 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $215K.
  • Brookmont Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 18 quarters.
  • Brookmont Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $297K in Q4 2019.
  • 2,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Brookmont Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.