Cabot-Wellington’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cabot-Wellington’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
2021 Q4	–	Sell	-515	Closed	-$26K	–	17
2021 Q3	$26K	Hold	515	–	–	0.01%	17
2021 Q2	$28K	Hold	515	–	–	0.01%	17
2021 Q1	$27K	Hold	515	–	–	0.01%	17
2020 Q4	$26K	Buy	+515	New	+$24.2K	0.01%	17
2014 Q4	–	Sell	-11,100	Closed	-$463K	–	45
2014 Q3	$463K	Hold	11,100	–	–	0.17%	32
2014 Q2	$479K	Hold	11,100	–	–	0.17%	34
2014 Q1	$450K	Hold	11,100	–	–	0.17%	33
2013 Q4	$457K	Sell	11,100 -250	-2%	-$10.3K	0.17%	33
2013 Q3	$455K	Buy	11,350 +250	+2%	+$9.89K	0.18%	32
2013 Q2	$431K	Buy	+11,100	New	+$465K	0.18%	32

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

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

Cabot-Wellington's VWO Position: Q4 2021 in Review

Cabot-Wellington sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021, closing a stake of 515 shares — an estimated $26K sold.

Cabot-Wellington first reported a position in VWO in Q2 2013 and held it in 10 quarters. The position peaked at $479K in Q2 2014. 1,918 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

Cabot-Wellington reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Cabot-Wellington sold 515 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $26K.
Cabot-Wellington first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 10 quarters.
Cabot-Wellington's Vanguard FTSE Emerging Markets ETF position peaked at $479K in Q2 2014.
1,918 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Cabot-Wellington's 13F filing for Q4 2021, filed 21 Mar 2023.