Empirical Finance’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Empirical Finance’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	-52,034	Closed	-$1.9M	–	502
2022 Q3	$1.9M	Sell	52,034 -4,269	-8%	-$173K	0.23%	84
2022 Q2	$2.35M	Sell	56,303 -32,628	-37%	-$1.41M	0.3%	67
2022 Q1	$4.1M	Sell	88,931 -10,301	-10%	-$496K	0.46%	40
2021 Q4	$4.91M	Buy	99,232 +4,870	+5%	+$246K	0.58%	26
2021 Q3	$4.72M	Sell	94,362 -5,205	-5%	-$269K	0.71%	21
2021 Q2	$5.41M	Sell	99,567 -1,346	-1%	-$71.7K	0.88%	19
2021 Q1	$5.06M	Hold	100,913	–	–	0.89%	16
2020 Q4	$5.06M	Buy	100,913 +56,207	+126%	+$2.64M	0.89%	16
2020 Q3	$1.93M	Buy	44,706 +8,395	+23%	+$365K	0.41%	54
2020 Q2	$1.44M	Buy	+36,311	New	+$1.34M	0.37%	71
2020 Q1	–	Sell	-40,903	Closed	-$1.82M	–	241
2019 Q4	$1.82M	Hold	40,903	–	–	0.44%	33
2019 Q3	$1.65M	Sell	40,903 -163	-0.4%	-$6.73K	0.46%	33
2019 Q2	$1.75M	Sell	41,066 -101	-0.2%	-$4.25K	0.48%	39
2019 Q1	$1.75M	Buy	41,167 +142	+0.3%	+$5.85K	0.45%	41
2018 Q4	$1.56M	Buy	+41,025	New	+$1.59M	0.46%	36
2018 Q2	–	Sell	-41,167	Closed	-$1.75M	–	202
2018 Q1	$1.75M	Buy	+41,167	New	+$1.97M	0.45%	41
2017 Q1	–	Sell	-15,210	Closed	-$545K	–	565
2016 Q4	$545K	Buy	+15,210	New	+$557K	0.37%	51

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Empirical Finance's VWO Position: Q4 2022 in Review

Empirical Finance sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 52,034 shares — an estimated $1.9M sold.

Empirical Finance first reported a position in VWO in Q4 2016 and held it in 17 quarters. The position peaked at $5.41M in Q2 2021. 1,902 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Empirical Finance reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Empirical Finance sold 52,034 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $1.9M.
Empirical Finance first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and held it in 17 quarters.
Empirical Finance's Vanguard FTSE Emerging Markets ETF position peaked at $5.41M in Q2 2021.
1,902 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Empirical Finance's 13F filing for Q4 2022, filed 24 Jan 2023.