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Donor Advised Charitable Giving’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Donor Advised Charitable Giving’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
2021
Q2 		– Sell
-4,833
Closed -$252K – 116
2021
Q1 		$252K Buy
4,833
+49
+1% +$2.61K 0.03% 107
2020
Q4 		$240K Buy
+4,784
New +$225K 0.03% 106

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Donor Advised Charitable Giving's VWO Position: Q2 2021 in Review

Donor Advised Charitable Giving sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021, closing a stake of 4,833 shares — an estimated $252K sold.

Donor Advised Charitable Giving first reported a position in VWO in Q4 2020 and held it in 2 quarters. The position peaked at $252K in Q1 2021. 1,745 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

  • Donor Advised Charitable Giving reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 4,833 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $252K.
  • Donor Advised Charitable Giving first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 2 quarters.
  • Donor Advised Charitable Giving's Vanguard FTSE Emerging Markets ETF position peaked at $252K in Q1 2021.
  • 1,745 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2021, filed 16 Jul 2021.