Compass Investment Advisers’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Compass Investment Advisers’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
2024 Q4	$451K	Buy	+10,237	New	+$476K	1.31%	16

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Compass Investment Advisers's VWO Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024: 10,237 shares worth $451K. The stake represents 1.31% of the portfolio and ranks #16 among its holdings.

2,239 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

Compass Investment Advisers held 10,237 shares of Vanguard FTSE Emerging Markets ETF worth $451K as of Q4 2024.
Vanguard FTSE Emerging Markets ETF was a new Compass Investment Advisers position in Q4 2024.
Vanguard FTSE Emerging Markets ETF made up 1.31% of Compass Investment Advisers's portfolio in Q4 2024, its #16 holding.
2,239 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.