CEDRUS’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

CEDRUS’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
2023 Q2	–	Sell	-5,476	Closed	-$221K	–	162
2023 Q1	$221K	Sell	5,476 -1,087	-17%	-$44.3K	0.16%	147
2022 Q4	$256K	Buy	+6,563	New	+$250K	0.21%	119
2022 Q3	–	Sell	-4,873	Closed	-$203K	–	139
2022 Q2	$203K	Sell	4,873 -79	-2%	-$3.41K	0.2%	125
2022 Q1	$228K	Buy	4,952 +145	+3%	+$6.97K	0.21%	127
2021 Q4	$238K	Buy	+4,807	New	+$242K	0.23%	131

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

CEDRUS's VWO Position: Q2 2023 in Review

CEDRUS sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 5,476 shares — an estimated $221K sold.

CEDRUS first reported a position in VWO in Q4 2021 and held it in 5 quarters. The position peaked at $256K in Q4 2022. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

CEDRUS reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
CEDRUS sold 5,476 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $221K.
CEDRUS first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
CEDRUS's Vanguard FTSE Emerging Markets ETF position peaked at $256K in Q4 2022.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on CEDRUS's 13F filing for Q2 2023, filed 24 Jan 2024.