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

Executive Wealth Management’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 		$288K Sell
6,543
-111,704
-94% -$5.19M 0.02% 217
2024
Q3 		$5.66M Buy
+118,247
New +$5.26M 0.44% 71
2024
Q2 		– Sell
-144,308
Closed -$6.05M – 249
2024
Q1 		$6.05M Sell
144,308
-2,017
-1% -$82.3K 0.53% 68
2023
Q4 		$6.01M Buy
146,325
+1,584
+1% +$62.8K 0.57% 64
2023
Q3 		$5.68M Buy
144,741
+9,676
+7% +$395K 0.59% 59
2023
Q2 		$5.49M Sell
135,065
-2,144
-2% -$86.4K 0.57% 59
2023
Q1 		$5.54M Buy
137,209
+72,680
+113% +$2.96M 0.62% 57
2022
Q4 		$2.52M Buy
64,529
+64,065
+13,807% +$2.44M 0.31% 75
2022
Q3 		$464 Sell
464
-11,575
-96% -$470K 0.06% 127
2022
Q2 		$501K Sell
12,039
-3,140
-21% -$136K 0.07% 124
2022
Q1 		$700K Sell
15,179
-139,016
-90% -$6.69M 0.08% 126
2021
Q4 		$7.63M Buy
154,195
+8,629
+6% +$435K 0.76% 39
2021
Q3 		$7.28M Buy
145,566
+6,414
+5% +$331K 0.8% 32
2021
Q2 		$7.56M Sell
139,152
-11,209
-7% -$597K 0.83% 28
2021
Q1 		$7.83M Sell
150,361
-25,378
-14% -$1.35M 0.92% 22
2020
Q4 		$8.81M Buy
175,739
+10,655
+6% +$501K 1.08% 20
2020
Q3 		$7.14M Buy
+165,084
New +$7.18M 0.99% 21
2019
Q3 		– Sell
-1,455
Closed -$62K – 787
2019
Q2 		$62K Buy
1,455
+42
+3% +$1.77K 0.01% 266
2019
Q1 		$60K Buy
1,413
+463
+49% +$19.1K 0.01% 242
2018
Q4 		$36K Buy
+950
New +$36.8K 0.01% 335

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's VWO Position: Q4 2024 in Review

Executive Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 94% in Q4 2024, selling an estimated $5.19M and leaving 6,543 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #217.

Executive Wealth Management first reported a position in VWO in Q4 2018 and has held it in 20 quarters since. The position peaked at $8.81M in Q4 2020. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Executive Wealth Management held 6,543 shares of Vanguard FTSE Emerging Markets ETF worth $288K as of Q4 2024.
  • Executive Wealth Management sold 111,704 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $5.19M.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #217 holding.
  • Executive Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 20 quarters since.
  • Executive Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $8.81M in Q4 2020.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.