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Custom Portfolio Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Custom Portfolio Group’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
Q2 		$11K Hold
252
– – 0.01% 168
2024
Q1 		$10.5K Hold
252
– – 0.01% 172
2023
Q4 		$10.4K Buy
+252
New +$10K 0.01% 164

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Custom Portfolio Group's VWO Position: Q2 2024 in Review

Custom Portfolio Group held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2024 at 252 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #168.

Custom Portfolio Group first reported a position in VWO in Q4 2023 and has held it in 3 quarters since. 2,055 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

  • Custom Portfolio Group held 252 shares of Vanguard FTSE Emerging Markets ETF worth $11K as of Q2 2024.
  • Custom Portfolio Group left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2024.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #168 holding.
  • Custom Portfolio Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.