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Diversified’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Diversified’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
Q3 		$290K Sell
6,055
-3,315
-35% -$148K 0.03% 179
2024
Q2 		$410K Buy
9,370
+2,858
+44% +$123K 0.05% 136
2024
Q1 		$272K Buy
6,512
+1,086
+20% +$44.3K 0.04% 135
2023
Q4 		$223K Buy
+5,426
New +$215K 0.05% 138

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Diversified's VWO Position: Q3 2024 in Review

Diversified reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 35% in Q3 2024, selling an estimated $148K and leaving 6,055 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #179.

Diversified first reported a position in VWO in Q4 2023 and has held it in 4 quarters since. The position peaked at $410K in Q2 2024. 2,088 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Diversified held 6,055 shares of Vanguard FTSE Emerging Markets ETF worth $290K as of Q3 2024.
  • Diversified sold 3,315 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $148K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Diversified's portfolio in Q3 2024, its #179 holding.
  • Diversified first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 4 quarters since.
  • Diversified's Vanguard FTSE Emerging Markets ETF position peaked at $410K in Q2 2024.
  • 2,088 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.