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Daniels + Tansey’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Daniels + Tansey’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
2022
Q4 		– Sell
-56,378
Closed -$2.06M – 28
2022
Q3 		$2.06M Buy
56,378
+34,915
+163% +$1.42M 0.85% 16
2022
Q2 		$893K Buy
+21,463
New +$927K 0.35% 17
2022
Q1 		– Sell
-132,787
Closed -$6.57M – 36
2021
Q4 		$6.57M Buy
+132,787
New +$6.7M 2.03% 15

Other funds holding VWO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Daniels + Tansey's VWO Position: Q4 2022 in Review

Daniels + Tansey sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 56,378 shares — an estimated $2.06M sold.

Daniels + Tansey first reported a position in VWO in Q4 2021 and held it in 3 quarters. The position peaked at $6.57M in Q4 2021. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

  • Daniels + Tansey reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Daniels + Tansey sold 56,378 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $2.06M.
  • Daniels + Tansey first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
  • Daniels + Tansey's Vanguard FTSE Emerging Markets ETF position peaked at $6.57M in Q4 2021.
  • 1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Daniels + Tansey's 13F filing for Q4 2022, filed 2 Feb 2023.