Cumberland Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cumberland Partners’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 Q1	–	Sell	-69,070	Closed	-$2.71M	–	217
2023 Q4	$2.71M	Sell	69,070 -320	-0.5%	-$12.7K	0.25%	72
2023 Q3	$2.72M	Sell	69,390 -550	-0.8%	-$22.5K	0.26%	75
2023 Q2	$2.85M	Sell	69,940 -595	-0.8%	-$24K	0.26%	70
2023 Q1	$2.85M	Buy	+70,535	New	+$2.87M	0.28%	68
2019 Q3	–	Sell	-7,506	Closed	-$319K	–	177
2019 Q2	$319K	Buy	7,506 +310	+4%	+$13K	0.03%	154
2019 Q1	$306K	Buy	+7,196	New	+$296K	0.03%	146
2018 Q4	–	Sell	-5,226	Closed	-$214K	–	198
2018 Q3	$214K	Buy	5,226 +195	+4%	+$8.2K	0.02%	176
2018 Q2	$212K	Buy	+5,031	New	+$227K	0.02%	182

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cumberland Partners's VWO Position: Q1 2024 in Review

Cumberland Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 69,070 shares — an estimated $2.71M sold.

Cumberland Partners first reported a position in VWO in Q2 2018 and held it in 8 quarters. The position peaked at $2.85M in Q1 2023. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Cumberland Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Cumberland Partners sold 69,070 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $2.71M.
Cumberland Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2018 and held it in 8 quarters.
Cumberland Partners's Vanguard FTSE Emerging Markets ETF position peaked at $2.85M in Q1 2023.
2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Cumberland Partners's 13F filing for Q1 2024, filed 9 May 2024.