Buckingham Strategic Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Buckingham Strategic Wealth’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 Q2	$33.5M	Sell	765,199 -4,631	-0.6%	-$199K	0.35%	44
2024 Q1	$32.2M	Buy	769,830 +78,010	+11%	+$3.18M	0.34%	45
2023 Q4	$28.4M	Buy	691,820 +66,155	+11%	+$2.62M	0.34%	44
2023 Q3	$24.5M	Buy	625,665 +26,562	+4%	+$1.08M	0.35%	41
2023 Q2	$24.4M	Buy	599,103 +235,700	+65%	+$9.5M	0.35%	41
2023 Q1	$14.2M	Hold	363,403	–	–	0.26%	51
2022 Q4	$14.2M	Sell	363,403 -33,535	-8%	-$1.28M	0.26%	51
2022 Q3	$14.5M	Buy	396,938 +21,066	+6%	+$855K	0.3%	47
2022 Q2	$15.7M	Buy	375,872 +123,665	+49%	+$5.34M	0.31%	44
2022 Q1	$11.6M	Sell	252,207 -17,131	-6%	-$824K	0.23%	57
2021 Q4	$13.3M	Sell	269,338 -17,825	-6%	-$899K	0.26%	47
2021 Q3	$14.4M	Buy	287,163 +6,705	+2%	+$346K	0.29%	41
2021 Q2	$15.2M	Buy	280,458 +74,050	+36%	+$3.94M	0.37%	36
2021 Q1	$10.7M	Buy	206,408 +1,767	+0.9%	+$94.1K	0.53%	37
2020 Q4	$10.3M	Buy	204,641 +34,412	+20%	+$1.62M	0.54%	42
2020 Q3	$7.36M	Sell	170,229 -4,579	-3%	-$199K	0.56%	38
2020 Q2	$6.92M	Sell	174,808 -13,326	-7%	-$493K	0.66%	36
2020 Q1	$6.31M	Buy	188,134 +85,209	+83%	+$3.47M	0.61%	34
2019 Q4	$4.58M	Sell	102,925 -2,006	-2%	-$85K	0.44%	53
2019 Q3	$4.22M	Buy	104,931 +754	+0.7%	+$31.1K	0.46%	50
2019 Q2	$4.43M	Sell	104,177 -57,514	-36%	-$2.42M	0.48%	50
2019 Q1	$6.87M	Buy	161,691 +90,675	+128%	+$3.73M	0.87%	25
2018 Q4	$2.71M	Sell	71,016 -13,392	-16%	-$519K	0.41%	53
2018 Q3	$3.46M	Sell	84,408 -2,959	-3%	-$124K	0.53%	43
2018 Q2	$3.69M	Sell	87,367 -388	-0.4%	-$17.5K	0.6%	38
2018 Q1	$4.12M	Buy	87,755 +30,901	+54%	+$1.48M	0.8%	27
2017 Q4	$2.61M	Buy	56,854 +3,264	+6%	+$146K	0.54%	39
2017 Q3	$2.33M	Buy	53,590 +4,740	+10%	+$205K	0.56%	38
2017 Q2	$2M	Buy	48,850 +3,778	+8%	+$153K	0.47%	48
2017 Q1	$1.79M	Sell	45,072 -14,838	-25%	-$573K	0.52%	40
2016 Q4	$2.14M	Sell	59,910 -1,532	-2%	-$56.1K	0.69%	28
2016 Q3	$2.31M	Sell	61,442 -2,910	-5%	-$108K	0.78%	25
2016 Q2	$2.27M	Sell	64,352 -1,900	-3%	-$64.9K	0.77%	24
2016 Q1	$2.29M	Buy	66,252 +39,568	+148%	+$1.24M	0.76%	25
2015 Q4	$873K	Sell	26,684 -77,773	-74%	-$2.68M	0.29%	61
2015 Q3	$3.46M	Buy	104,457 +77,386	+286%	+$2.81M	1.22%	19
2015 Q2	$1.11M	Sell	27,071 -5,673	-17%	-$244K	0.36%	52
2015 Q1	$1.34M	Buy	32,744 +3,371	+11%	+$137K	0.5%	38
2014 Q4	$1.18M	Sell	29,373 -31,855	-52%	-$1.31M	0.45%	43
2014 Q3	$2.55M	Buy	61,228 +35,179	+135%	+$1.56M	1.05%	19
2014 Q2	$1.12M	Buy	26,049 +2	+0%	+$84	0.49%	42
2014 Q1	$1.06M	Sell	26,047 -1,427	-5%	-$55.4K	0.49%	44
2013 Q4	$1.13M	Buy	27,474 +4,243	+18%	+$175K	0.53%	39
2013 Q3	$932K	Sell	23,231 -4,125	-15%	-$163K	0.49%	42
2013 Q2	$1.06M	Buy	+27,356	New	+$1.15M	0.6%	35

Other funds holding VWO

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Buckingham Strategic Wealth's VWO Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.6% in Q2 2024, selling an estimated $199K and leaving 765,199 shares worth $33.5M. The position accounts for 0.35% of the portfolio, ranked #44.

Buckingham Strategic Wealth first reported a position in VWO in Q2 2013 and has held it in 45 quarters since. 2,051 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

Buckingham Strategic Wealth held 765,199 shares of Vanguard FTSE Emerging Markets ETF worth $33.5M as of Q2 2024.
Buckingham Strategic Wealth sold 4,631 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $199K.
Vanguard FTSE Emerging Markets ETF made up 0.35% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #44 holding.
Buckingham Strategic Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 45 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.