Cook Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cook Wealth’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	-5,630	Closed	-$250K	–	58
2024 Q4	$250K	Buy	5,630 +1,254	+29%	+$58.3K	0.12%	48
2024 Q3	$204K	Sell	4,376 -278	-6%	-$12.4K	0.1%	53
2024 Q2	$201K	Sell	4,654 -229	-5%	-$9.86K	0.11%	55
2024 Q1	$211K	Sell	4,883 -994	-17%	-$40.6K	0.13%	53
2023 Q4	$235K	Sell	5,877 -2,889	-33%	-$115K	0.15%	46
2023 Q3	$331K	Buy	+8,766	New	+$358K	0.25%	36

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Cook Wealth's VWO Position: Q1 2025 in Review

Cook Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 5,630 shares — an estimated $250K sold.

Cook Wealth first reported a position in VWO in Q3 2023 and held it in 6 quarters. The position peaked at $331K in Q3 2023. 2,221 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Cook Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Cook Wealth sold 5,630 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $250K.
Cook Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2023 and held it in 6 quarters.
Cook Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $331K in Q3 2023.
2,221 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Cook Wealth's 13F filing for Q1 2025, filed 15 May 2025.