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Capital Insight Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capital Insight Partners’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
Q3 		– Sell
-6,592
Closed -$288K – 163
2024
Q2 		$288K Sell
6,592
-165
-2% -$7.11K 0.05% 140
2024
Q1 		$282K Sell
6,757
-930
-12% -$38K 0.05% 148
2023
Q4 		$316K Sell
7,687
-2,465
-24% -$97.8K 0.06% 142
2023
Q3 		$398K Sell
10,152
-1,590
-14% -$64.9K 0.09% 123
2023
Q2 		$478K Buy
11,742
+1,384
+13% +$55.8K 0.11% 117
2023
Q1 		$418K Buy
10,358
+162
+2% +$6.6K 0.1% 126
2022
Q4 		$397K Sell
10,196
-11,452
-53% -$437K 0.1% 123
2022
Q3 		$790K Sell
21,648
-15,606
-42% -$634K 0.21% 95
2022
Q2 		$1.55M Sell
37,254
-7,513
-17% -$324K 0.36% 89
2022
Q1 		$2.06M Sell
44,767
-3,221
-7% -$155K 0.42% 82
2021
Q4 		$2.37M Sell
47,988
-6,171
-11% -$311K 0.48% 74
2021
Q3 		$2.71M Sell
54,159
-1,254
-2% -$64.8K 0.59% 61
2021
Q2 		$3.01M Sell
55,413
-782
-1% -$41.7K 0.68% 55
2021
Q1 		$2.92M Sell
56,195
-98
-0.2% -$5.22K 0.71% 48
2020
Q4 		$2.82M Sell
56,293
-1,610
-3% -$75.6K 0.71% 49
2020
Q3 		$2.5M Buy
57,903
+7,000
+14% +$304K 0.7% 53
2020
Q2 		$2.02M Buy
+50,903
New +$1.88M 0.64% 55

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Capital Insight Partners's VWO Position: Q3 2024 in Review

Capital Insight Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 6,592 shares — an estimated $288K sold.

Capital Insight Partners first reported a position in VWO in Q2 2020 and held it in 17 quarters. The position peaked at $3.01M in Q2 2021. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Capital Insight Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Insight Partners sold 6,592 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $288K.
  • Capital Insight Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and held it in 17 quarters.
  • Capital Insight Partners's Vanguard FTSE Emerging Markets ETF position peaked at $3.01M in Q2 2021.
  • 2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Capital Insight Partners's 13F filing for Q3 2024, filed 9 Oct 2024.