CWC
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Carolinas Wealth Consulting’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-143,818
Closed -$6.51M – 951
2025
Q1 		$6.51M Sell
143,818
-3,768
-3% -$170K 1.4% 20
2024
Q4 		$6.5M Sell
147,586
-1,453
-1% -$67.5K 1.28% 22
2024
Q3 		$7.13M Buy
149,039
+317
+0.2% +$14.1K 1.29% 22
2024
Q2 		$6.51M Sell
148,722
-9,093
-6% -$392K 1.26% 24
2024
Q1 		$6.59M Sell
157,815
-6,930
-4% -$283K 1.3% 21
2023
Q4 		$6.77M Buy
164,745
+4,855
+3% +$193K 1.47% 19
2023
Q3 		$6.07M Buy
159,890
+946
+0.6% +$38.6K 1.51% 18
2023
Q2 		$6.47M Buy
158,944
+6,085
+4% +$245K 1.28% 20
2023
Q1 		$6.18M Buy
152,859
+5,276
+4% +$215K 1.31% 19
2022
Q4 		$5.75M Buy
147,583
+35,979
+32% +$1.37M 1.3% 20
2022
Q3 		$4.07M Sell
111,604
-5,120
-4% -$208K 1.03% 25
2022
Q2 		$4.86M Sell
116,724
-80,993
-41% -$3.5M 1.21% 22
2022
Q1 		$6.02M Buy
197,717
+86,062
+77% +$4.14M 1.33% 21
2021
Q4 		$5.52M Sell
111,655
-801
-0.7% -$40.4K 1.2% 21
2021
Q3 		$5.62M Sell
112,456
-6,333
-5% -$327K 1.31% 21
2021
Q2 		$6.45M Sell
118,789
-10,015
-8% -$533K 1.42% 22
2021
Q1 		$6.7M Buy
128,804
+2,668
+2% +$142K 1.63% 20
2020
Q4 		$6.32M Buy
126,136
+36,701
+41% +$1.72M 1.7% 20
2020
Q3 		$3.87M Sell
89,435
-3,530
-4% -$153K 1.3% 22
2020
Q2 		$3.68M Sell
92,965
-10,533
-10% -$390K 1.45% 19
2020
Q1 		$3.47M Buy
103,498
+55,669
+116% +$2.27M 1.88% 15
2019
Q4 		$2.12M Buy
+47,829
New +$2.03M 2.21% 12

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Carolinas Wealth Consulting's VWO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2025, closing a stake of 143,818 shares — an estimated $6.51M sold.

Carolinas Wealth Consulting first reported a position in VWO in Q4 2019 and held it in 22 quarters. The position peaked at $7.13M in Q3 2024. 2,267 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 143,818 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $6.51M.
  • Carolinas Wealth Consulting first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard FTSE Emerging Markets ETF position peaked at $7.13M in Q3 2024.
  • 2,267 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.