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

Clifford 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
2023
Q1 		– Sell
-23,899
Closed -$932K – 79
2022
Q4 		$932K Buy
+23,899
New +$911K 1.16% 19

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Clifford Group's VWO Position: Q1 2023 in Review

Clifford Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2023, closing a stake of 23,899 shares — an estimated $932K sold.

Clifford Group first reported a position in VWO in Q4 2022 and held it in 1 quarter. The position peaked at $932K in Q4 2022. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

  • Clifford Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Clifford Group sold 23,899 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $932K.
  • Clifford Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
  • Clifford Group's Vanguard FTSE Emerging Markets ETF position peaked at $932K in Q4 2022.
  • 1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Clifford Group's 13F filing for Q1 2023, filed 15 May 2023.