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Cornerstone Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cornerstone Advisory’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 		– Sell
-6,512
Closed -$312K – 243
2024
Q3 		$312K Buy
6,512
+1
+0% +$45 0.04% 175
2024
Q2 		$285K Sell
6,511
-827
-11% -$35.6K 0.04% 175
2024
Q1 		$306K Sell
7,338
-1,675
-19% -$68.4K 0.04% 182
2023
Q4 		$370K Sell
9,013
-469
-5% -$18.6K 0.06% 163
2023
Q3 		$372K Buy
9,482
+272
+3% +$11.1K 0.07% 150
2023
Q2 		$375K Buy
9,210
+1
+0% +$40 0.07% 150
2023
Q1 		$372K Buy
+9,209
New +$375K 0.07% 152
2022
Q4 		– Sell
-10,106
Closed -$369K – 210
2022
Q3 		$369K Buy
10,106
+5,002
+98% +$203K 0.08% 137
2022
Q2 		$213K Sell
5,104
-15,810
-76% -$683K 0.05% 182
2022
Q1 		$965K Sell
20,914
-492
-2% -$23.7K 0.15% 110
2021
Q4 		$1.06M Sell
21,406
-6,359
-23% -$321K 0.15% 98
2021
Q3 		$1.39M Buy
27,765
+2
+0% +$103 0.23% 78
2021
Q2 		$1.51M Sell
27,763
-325
-1% -$17.3K 0.25% 72
2021
Q1 		$1.46M Buy
28,088
+14,612
+108% +$778K 0.28% 67
2020
Q4 		$675K Buy
13,476
+8,617
+177% +$405K 0.14% 121
2020
Q3 		$210K Sell
4,859
-15,393
-76% -$669K 0.05% 177
2020
Q2 		$802K Sell
20,252
-114,451
-85% -$4.24M 0.21% 83
2020
Q1 		$4.52M Sell
134,703
-5,109
-4% -$208K 1.37% 20
2019
Q4 		$6.22M Buy
139,812
+14,036
+11% +$595K 1.29% 20
2019
Q3 		$5.06M Buy
125,776
+33,273
+36% +$1.37M 1.09% 24
2019
Q2 		$3.93M Buy
92,503
+44,832
+94% +$1.89M 0.85% 38
2019
Q1 		$2.03M Buy
47,671
+646
+1% +$26.6K 0.45% 50
2018
Q4 		$1.79M Buy
47,025
+17,025
+57% +$660K 0.47% 49
2018
Q3 		$1.23M Hold
30,000
– – 0.36% 60
2018
Q2 		$1.27M Hold
30,000
– – 0.42% 53
2018
Q1 		$1.41M Sell
30,000
-7,000
-19% -$336K 0.51% 45
2017
Q4 		$1.7M Buy
37,000
+1,656
+5% +$74K 0.58% 37
2017
Q3 		$1.54M Buy
35,344
+8,249
+30% +$357K 0.52% 41
2017
Q2 		$1.11M Buy
+27,095
New +$1.1M 0.37% 54

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisory's VWO Position: Q4 2024 in Review

Cornerstone Advisory sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 6,512 shares — an estimated $312K sold.

Cornerstone Advisory first reported a position in VWO in Q2 2017 and held it in 29 quarters. The position peaked at $6.22M in Q4 2019. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Cornerstone Advisory reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Advisory sold 6,512 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $312K.
  • Cornerstone Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and held it in 29 quarters.
  • Cornerstone Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $6.22M in Q4 2019.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Cornerstone Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.