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Claremont Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Claremont Financial Group’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
2022
Q1 		$2.38M Buy
51,561
+50,922
+7,969% +$2.45M 10.17% 5
2021
Q4 		$2.58K Buy
+639
New +$32.2K 11.25% 4

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claremont Financial Group's VWO Position: Q1 2022 in Review

Claremont Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7,969% in Q1 2022, buying an estimated $2.45M and bringing the position to 51,561 shares worth $2.38M. The position accounts for 10.17% of the portfolio, ranked #5.

Claremont Financial Group first reported a position in VWO in Q4 2021 and has held it in 2 quarters since. 1,894 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

  • Claremont Financial Group held 51,561 shares of Vanguard FTSE Emerging Markets ETF worth $2.38M as of Q1 2022.
  • Claremont Financial Group bought 50,922 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $2.45M.
  • Vanguard FTSE Emerging Markets ETF made up 10.17% of Claremont Financial Group's portfolio in Q1 2022, its #5 holding.
  • Claremont Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,894 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.