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Financial Planning & Information Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Financial Planning & Information Services’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
Q3 		$1.79M Buy
37,317
+8,269
+28% +$368K 0.25% 40
2024
Q2 		$1.27M Sell
29,048
-9,071
-24% -$391K 0.19% 43
2024
Q1 		$1.59M Sell
38,119
-232
-0.6% -$9.47K 0.24% 42
2023
Q4 		$1.58M Sell
38,351
-2,496
-6% -$99K 0.25% 43
2023
Q3 		$1.6M Buy
40,847
+1,461
+4% +$59.6K 0.3% 41
2023
Q2 		$1.6M Sell
39,386
-1,834
-4% -$73.9K 0.3% 41
2023
Q1 		$1.67M Sell
41,220
-13,432
-25% -$547K 0.32% 39
2022
Q4 		$2.13M Sell
54,652
-11,724
-18% -$447K 0.45% 34
2022
Q3 		$2.42M Sell
66,376
-2,319
-3% -$94.2K 0.59% 29
2022
Q2 		$2.86M Buy
68,695
+3,037
+5% +$131K 0.7% 27
2022
Q1 		$3.03M Sell
65,658
-61
-0.1% -$2.93K 0.68% 28
2021
Q4 		$3.25M Buy
65,719
+2,579
+4% +$130K 0.8% 27
2021
Q3 		$3.16M Buy
63,140
+142
+0.2% +$7.34K 0.86% 25
2021
Q2 		$3.42M Buy
62,998
+820
+1% +$43.7K 1% 23
2021
Q1 		$3.24M Buy
62,178
+406
+0.7% +$21.6K 0.99% 24
2020
Q4 		$3.1M Sell
61,772
-208
-0.3% -$9.77K 1.04% 23
2020
Q3 		$2.68M Sell
61,980
-757
-1% -$32.9K 1.04% 23
2020
Q2 		$2.48M Buy
62,737
+11,801
+23% +$437K 1.04% 23
2020
Q1 		$1.71M Buy
50,936
+1,047
+2% +$42.7K 0.89% 23
2019
Q4 		$2.22M Buy
49,889
+277
+0.6% +$11.7K 0.88% 24
2019
Q3 		$2M Sell
49,612
-1,804
-4% -$74.5K 0.85% 25
2019
Q2 		$2.19M Sell
51,416
-555
-1% -$23.4K 0.95% 24
2019
Q1 		$2.21M Sell
51,971
-7,639
-13% -$315K 0.98% 24
2018
Q4 		$2.27M Sell
59,610
-108,293
-64% -$4.2M 1.12% 22
2018
Q3 		$6.88M Sell
167,903
-107,934
-39% -$4.54M 2.66% 13
2018
Q2 		$11.6M Sell
275,837
-14,404
-5% -$651K 4.35% 9
2018
Q1 		$13.6M Sell
290,241
-12,929
-4% -$620K 4.78% 8
2017
Q4 		$13.9M Buy
303,170
+279
+0.1% +$12.5K 4.73% 8
2017
Q3 		$13.2M Sell
302,891
-1,627
-0.5% -$70.4K 4.66% 8
2017
Q2 		$12.4M Sell
304,518
-1,663
-0.5% -$67.4K 4.47% 8
2017
Q1 		$12.2M Buy
306,181
+8,375
+3% +$323K 4.48% 8
2016
Q4 		$10.7M Buy
297,806
+8,280
+3% +$303K 4.14% 8
2016
Q3 		$10.9M Buy
289,526
+6,198
+2% +$231K 4.48% 8
2016
Q2 		$9.98M Buy
283,328
+1,376
+0.5% +$47K 4.58% 8
2016
Q1 		$9.75M Sell
281,952
-62
-0% -$1.94K 5.01% 7
2015
Q4 		$9.22M Sell
282,014
-20,657
-7% -$711K 5.27% 7
2015
Q3 		$10M Sell
302,671
-7,822
-3% -$284K 6.3% 6
2015
Q2 		$12.7M Buy
310,493
+3,186
+1% +$137K 7.6% 5
2015
Q1 		$12.6M Buy
307,307
+20,630
+7% +$839K 8.1% 5
2014
Q4 		$11.3M Buy
286,677
+15,341
+6% +$632K 7.85% 4
2014
Q3 		$11.3M Buy
271,336
+2,430
+0.9% +$108K 7.85% 4
2014
Q2 		$11.6M Sell
268,906
-1,057
-0.4% -$44.5K 7.82% 4
2014
Q1 		$11M Buy
269,963
+17,211
+7% +$668K 7.63% 4
2013
Q4 		$10.4M Buy
+252,752
New +$10.4M 7.37% 4

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Planning & Information Services's VWO Position: Q3 2024 in Review

Financial Planning & Information Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 28% in Q3 2024, buying an estimated $368K and bringing the position to 37,317 shares worth $1.79M. The position accounts for 0.25% of the portfolio, ranked #40.

Financial Planning & Information Services first reported a position in VWO in Q4 2013 and has held it in 44 quarters since. The position peaked at $13.9M in Q4 2017. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Financial Planning & Information Services held 37,317 shares of Vanguard FTSE Emerging Markets ETF worth $1.79M as of Q3 2024.
  • Financial Planning & Information Services bought 8,269 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $368K.
  • Vanguard FTSE Emerging Markets ETF made up 0.25% of Financial Planning & Information Services's portfolio in Q3 2024, its #40 holding.
  • Financial Planning & Information Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 44 quarters since.
  • Financial Planning & Information Services's Vanguard FTSE Emerging Markets ETF position peaked at $13.9M in Q4 2017.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.