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EPIQ Capital Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

EPIQ Capital 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
Q4 		$520K Sell
11,797
-752
-6% -$35K 0.14% 43
2024
Q3 		$600K Buy
12,549
+37
+0.3% +$1.65K 0.17% 41
2024
Q2 		$548K Buy
12,512
+616
+5% +$26.5K 0.19% 39
2024
Q1 		$497K Buy
11,896
+2
+0% +$82 0.2% 30
2023
Q4 		$489K Sell
11,894
-856
-7% -$34K 0.22% 31
2023
Q3 		$500K Buy
12,750
+103
+0.8% +$4.21K 0.26% 29
2023
Q2 		$514K Buy
12,647
+79
+0.6% +$3.19K 0.26% 29
2023
Q1 		$508K Sell
12,568
-96
-0.8% -$3.91K 0.26% 28
2022
Q4 		$494K Buy
12,664
+203
+2% +$7.74K 0.27% 27
2022
Q3 		$455K Buy
12,461
+168
+1% +$6.82K 0.22% 29
2022
Q2 		$512K Sell
12,293
-157
-1% -$6.78K 0.2% 29
2022
Q1 		$574K Sell
12,450
-3,211
-21% -$154K 0.16% 33
2021
Q4 		$775K Sell
15,661
-1,938
-11% -$97.7K 0.14% 30
2021
Q3 		$880K Sell
17,599
-12,955
-42% -$669K 0.09% 31
2021
Q2 		$1.66M Buy
30,554
+158
+0.5% +$8.41K 0.17% 19
2021
Q1 		$1.58M Sell
30,396
-6,750
-18% -$359K 0.18% 19
2020
Q4 		$1.86M Sell
37,146
-290
-0.8% -$13.6K 0.29% 19
2020
Q3 		$1.62M Sell
37,436
-1,401
-4% -$60.9K 0.23% 19
2020
Q2 		$1.54M Buy
38,837
+166
+0.4% +$6.15K 0.26% 19
2020
Q1 		$1.3M Sell
38,671
-1,139
-3% -$46.4K 0.38% 20
2019
Q4 		$1.77M Buy
+39,810
New +$1.69M 0.43% 17

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

EPIQ Capital Group's VWO Position: Q4 2024 in Review

EPIQ Capital Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6% in Q4 2024, selling an estimated $35K and leaving 11,797 shares worth $520K. The position accounts for 0.14% of the portfolio, ranked #43.

EPIQ Capital Group first reported a position in VWO in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.86M in Q4 2020. 2,239 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • EPIQ Capital Group held 11,797 shares of Vanguard FTSE Emerging Markets ETF worth $520K as of Q4 2024.
  • EPIQ Capital Group sold 752 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $35K.
  • Vanguard FTSE Emerging Markets ETF made up 0.14% of EPIQ Capital Group's portfolio in Q4 2024, its #43 holding.
  • EPIQ Capital Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
  • EPIQ Capital Group's Vanguard FTSE Emerging Markets ETF position peaked at $1.86M in Q4 2020.
  • 2,239 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.