Financial Gravity Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Financial Gravity Asset 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
2025 Q1	$26.2K	Buy	+580	New	+$26.1K	0.01%	438
2024 Q2	$26K	Sell	434 -11	-2%	-$474	0.01%	353
2024 Q1	$18.3K	Sell	445 -34	-7%	-$1.39K	0.01%	389
2023 Q4	$19.7K	Buy	+479	New	+$19K	0.01%	395
2021 Q3	$50K	Sell	148 -39	-21%	-$2.02K	0.02%	572
2021 Q2	$54K	Buy	+187	New	+$9.96K	0.02%	539
2020 Q4	$7K	Buy	+133	New	+$6.25K	0.01%	214
2019 Q4	$44K	Sell	1,966 -197	-9%	-$8.35K	0.03%	707
2019 Q3	$87K	Sell	2,163 -420	-16%	-$17.3K	0.07%	223
2019 Q2	$110K	Sell	2,583 -9,961	-79%	-$419K	0.09%	222
2019 Q1	$541K	Buy	+12,544	New	+$517K	0.44%	58
2018 Q3	$26K	Buy	713 +116	+19%	+$4.88K	0.03%	447
2018 Q2	$25K	Sell	597 -1,176	-66%	-$53.1K	0.02%	449
2018 Q1	$80K	Buy	+1,773	New	+$85K	0.08%	220

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Financial Gravity Asset Management's VWO Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025: 580 shares worth $26.2K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in VWO as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in VWO in Q1 2018 and has held it in 14 quarters since. The position peaked at $541K in Q1 2019. 2,217 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Financial Gravity Asset Management held 580 shares of Vanguard FTSE Emerging Markets ETF worth $26.2K as of Q1 2025.
Vanguard FTSE Emerging Markets ETF was a new Financial Gravity Asset Management position in Q1 2025.
Vanguard FTSE Emerging Markets ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #438 holding.
Financial Gravity Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $541K in Q1 2019.
2,217 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.