Cassady Schiller Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cassady Schiller Wealth Management’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	$504K	Buy	11,434 +1,100	+11%	+$51.1K	0.18%	70
2024 Q3	$494K	Hold	10,334	–	–	0.18%	71
2024 Q2	$452K	Hold	10,334	–	–	0.18%	70
2024 Q1	$432K	Sell	10,334 -5,300	-34%	-$216K	0.19%	72
2023 Q4	$643K	Buy	15,634 +3,460	+28%	+$137K	0.32%	51
2023 Q3	$477K	Sell	12,174 -5,300	-30%	-$216K	0.26%	57
2023 Q2	$711K	Hold	17,474	–	–	0.39%	48
2023 Q1	$706K	Buy	17,474 +100	+0.6%	+$4.08K	0.33%	47
2022 Q4	$677K	Sell	17,374 -2,571	-13%	-$98K	0.42%	48
2022 Q3	$728K	Buy	19,945 +1,201	+6%	+$48.8K	0.42%	47
2022 Q2	$781K	Sell	18,744 -1,630	-8%	-$70.4K	0.41%	42
2022 Q1	$940K	Buy	20,374 +10	+0%	+$481	0.45%	38
2021 Q4	$1.01M	Buy	+20,364	New	+$1.03M	0.61%	33

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's VWO Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q4 2024, buying an estimated $51.1K and bringing the position to 11,434 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #70.

Cassady Schiller Wealth Management first reported a position in VWO in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2021. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

Cassady Schiller Wealth Management held 11,434 shares of Vanguard FTSE Emerging Markets ETF worth $504K as of Q4 2024.
Cassady Schiller Wealth Management bought 1,100 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $51.1K.
Vanguard FTSE Emerging Markets ETF made up 0.18% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #70 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.01M in Q4 2021.
2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.