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Bull Oak Capital’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bull Oak Capital’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 		– Sell
-24
Closed -$1.15K – 75
2024
Q3 		$1.15K Buy
+24
New +$1.07K ﹤0.01% 120
2022
Q2 		– Sell
-7,829
Closed -$361K – 33
2022
Q1 		$361K Buy
7,829
+2,935
+60% +$141K 0.3% 20
2021
Q4 		$242K Buy
+4,894
New +$247K 0.22% 19

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 $1.6B AUM 20.7% 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

Bull Oak Capital's VWO Position: Q4 2024 in Review

Bull Oak Capital sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 24 shares — an estimated $1.15K sold.

Bull Oak Capital first reported a position in VWO in Q4 2021 and held it in 3 quarters. The position peaked at $361K in Q1 2022. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Bull Oak Capital reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 24 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $1.15K.
  • Bull Oak Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
  • Bull Oak Capital's Vanguard FTSE Emerging Markets ETF position peaked at $361K in Q1 2022.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.