Column Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Column Capital Advisors’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 Q3	$8.91M	Sell	324,460 -10,386	-3%	-$424K	1.31%	18
2023 Q2	$9.52M	Sell	334,846 -5,297	-2%	-$214K	1.34%	17
2023 Q1	$9.69M	Sell	340,143 -67,241	-17%	-$2.74M	1.45%	16
2022 Q4	$9.34M	Sell	407,384 -72,694	-15%	-$2.77M	1.55%	14
2022 Q3	$8.55M	Sell	480,078 -47,868	-9%	-$1.94M	1.77%	13
2022 Q2	$9.9M	Buy	527,946 +207,555	+65%	+$8.96M	1.9%	13
2022 Q1	$9.48M	Buy	320,391 +17,966	+6%	+$864K	1.74%	13
2021 Q4	$8.86M	Sell	302,425 -4,411	-1%	-$222K	1.71%	13
2021 Q3	$9.11M	Sell	306,836 -11,242	-4%	-$581K	1.92%	13
2021 Q2	$9.91M	Buy	318,078 +6,775	+2%	+$361K	2.08%	13
2021 Q1	$9.44M	Sell	311,303 -85,583	-22%	-$4.56M	2.11%	13
2020 Q4	$9.03M	Buy	396,886 +47,092	+13%	+$2.21M	2.27%	11
2020 Q3	$7.07M	Buy	349,794 +20,402	+6%	+$887K	2.16%	11
2020 Q2	$6.3M	Buy	329,392 +97,332	+42%	+$3.6M	2.12%	11
2020 Q1	$4.98M	Buy	232,060 +115,728	+99%	+$4.72M	2.03%	11
2019 Q4	$205K	Buy	+116,332	New	+$4.93M	0.1%	85

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Column Capital Advisors's VWO Position: Q3 2023 in Review

Column Capital Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.1% in Q3 2023, selling an estimated $424K and leaving 324,460 shares worth $8.91M. The position accounts for 1.31% of the portfolio, ranked #18.

Column Capital Advisors first reported a position in VWO in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.91M in Q2 2021. 1,914 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Column Capital Advisors held 324,460 shares of Vanguard FTSE Emerging Markets ETF worth $8.91M as of Q3 2023.
Column Capital Advisors sold 10,386 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $424K.
Vanguard FTSE Emerging Markets ETF made up 1.31% of Column Capital Advisors's portfolio in Q3 2023, its #18 holding.
Column Capital Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $9.91M in Q2 2021.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.