Colonial River Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Colonial River Investments’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 Q1	–	Sell	-5,042	Closed	-$222K	–	263
2024 Q4	$222K	Sell	5,042 -23	-0.5%	-$1.07K	0.11%	188
2024 Q3	$242K	Sell	5,065 -187	-4%	-$8.32K	0.12%	182
2024 Q2	$230K	Sell	5,252 -65	-1%	-$2.8K	0.12%	144
2024 Q1	$222K	Sell	5,317 -156	-3%	-$6.37K	0.13%	152
2023 Q4	$225K	Buy	5,473 +79	+1%	+$3.13K	0.13%	176
2023 Q3	$211K	Buy	5,394 +86	+2%	+$3.51K	0.14%	136
2023 Q2	$216K	Sell	5,308 -1,507	-22%	-$60.8K	0.14%	160
2023 Q1	$275K	Buy	6,815 +58	+0.9%	+$2.36K	0.16%	146
2022 Q4	$263K	Buy	6,757 +650	+11%	+$24.8K	0.17%	144
2022 Q3	$223K	Buy	6,107 +1,024	+20%	+$41.6K	0.16%	153
2022 Q2	$212K	Buy	+5,083	New	+$219K	0.14%	175

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

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

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

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

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

Colonial River Investments's VWO Position: Q1 2025 in Review

Colonial River Investments sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 5,042 shares — an estimated $222K sold.

Colonial River Investments first reported a position in VWO in Q2 2022 and held it in 11 quarters. The position peaked at $275K in Q1 2023. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Colonial River Investments reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Colonial River Investments sold 5,042 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $222K.
Colonial River Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and held it in 11 quarters.
Colonial River Investments's Vanguard FTSE Emerging Markets ETF position peaked at $275K in Q1 2023.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Colonial River Investments's 13F filing for Q1 2025, filed 25 Apr 2025.