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Executive Wealth Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Executive Wealth 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
Q1 		$10.1M Buy
246,869
+164,591
+200% +$6.72M 2.1% 13
2023
Q4 		$3.38M Buy
82,278
+808
+1% +$32K 2.15% 13
2023
Q3 		$3.19M Buy
81,470
+375
+0.5% +$15.3K 2.27% 14
2023
Q2 		$3.3M Buy
81,095
+263
+0.3% +$10.6K 2.23% 14
2023
Q1 		$3.27M Buy
80,832
+33
+0% +$1.34K 2.31% 14
2022
Q4 		$3.15M Sell
80,799
-2,695
-3% -$103K 2.4% 14
2022
Q3 		$3.05M Buy
83,494
+261
+0.3% +$10.6K 2.62% 14
2022
Q2 		$3.47M Buy
83,233
+537
+0.6% +$23.2K 2.68% 14
2022
Q1 		$3.81M Buy
82,696
+1,345
+2% +$64.7K 2.5% 14
2021
Q4 		$4.02M Buy
81,351
+645
+0.8% +$32.5K 2.49% 14
2021
Q3 		$4.04M Buy
80,706
+2,111
+3% +$109K 2.47% 15
2021
Q2 		$4.27M Sell
78,595
-487
-0.6% -$25.9K 2.53% 15
2021
Q1 		$4.12M Buy
79,082
+4,512
+6% +$240K 2.53% 16
2020
Q4 		$3.74M Buy
74,570
+428
+0.6% +$20.1K 2.52% 17
2020
Q3 		$3.21M Buy
74,142
+5,212
+8% +$227K 2.46% 16
2020
Q2 		$2.73M Sell
68,930
-1,090
-2% -$40.4K 2.18% 17
2020
Q1 		$2.35M Buy
70,020
+1,792
+3% +$73.1K 2.25% 16
2019
Q4 		$3.03M Buy
68,228
+6,874
+11% +$291K 2.3% 17
2019
Q3 		$2.47M Sell
61,354
-1,580
-3% -$65.2K 1.98% 18
2019
Q2 		$2.68M Buy
62,934
+4,288
+7% +$180K 2.05% 17
2019
Q1 		$2.49M Buy
58,646
+110
+0.2% +$4.53K 1.94% 17
2018
Q4 		$2.23M Sell
58,536
-1,379
-2% -$53.4K 2.11% 17
2018
Q3 		$2.46M Hold
59,915
– – 2.04% 17
2018
Q2 		$2.53M Buy
59,915
+8,807
+17% +$398K 2.25% 17
2018
Q1 		$2.4M Buy
51,108
+9,025
+21% +$433K 2.07% 17
2017
Q4 		$1.93M Buy
+42,083
New +$1.88M 1.73% 17

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
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
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Executive Wealth Group's VWO Position: Q1 2024 in Review

Executive Wealth Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 200% in Q1 2024, buying an estimated $6.72M and bringing the position to 246,869 shares worth $10.1M. The position accounts for 2.1% of the portfolio, ranked #13.

Executive Wealth Group first reported a position in VWO in Q4 2017 and has held it in 26 quarters since. 2,036 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Executive Wealth Group held 246,869 shares of Vanguard FTSE Emerging Markets ETF worth $10.1M as of Q1 2024.
  • Executive Wealth Group bought 164,591 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $6.72M.
  • Vanguard FTSE Emerging Markets ETF made up 2.1% of Executive Wealth Group's portfolio in Q1 2024, its #13 holding.
  • Executive Wealth Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 26 quarters since.
  • 2,036 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.