GA
VWO icon

Geller Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Geller Advisors’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 		$634K Buy
14,391
+131
+0.9% +$6.09K 0.04% 106
2024
Q3 		$682K Buy
14,260
+350
+3% +$15.6K 0.05% 103
2024
Q2 		$609K Buy
13,910
+1,548
+13% +$66.7K 0.05% 115
2024
Q1 		$516K Buy
12,362
+914
+8% +$37.3K 0.04% 135
2023
Q4 		$471K Buy
11,448
+220
+2% +$8.73K 0.05% 136
2023
Q3 		$440K Buy
11,228
+734
+7% +$30K 0.05% 134
2023
Q2 		$427K Buy
10,494
+2,099
+25% +$84.6K 0.05% 144
2023
Q1 		$339K Buy
8,395
+2,015
+32% +$82.1K 0.05% 106
2022
Q4 		$249K Buy
+6,380
New +$243K 0.04% 120
2020
Q2 		– Sell
-181,261
Closed -$6.08M – 103
2020
Q1 		$6.08M Buy
+181,261
New +$7.39M 1.75% 9
2015
Q1 		– Sell
-284,857
Closed -$11.4M – 46
2014
Q4 		$11.4M Buy
284,857
+101,372
+55% +$4.17M 6.61% 4
2014
Q3 		$7.65M Buy
+183,485
New +$8.15M 4.32% 5

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

Geller Advisors's VWO Position: Q4 2024 in Review

Geller Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.92% in Q4 2024, buying an estimated $6.09K and bringing the position to 14,391 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #106.

Geller Advisors first reported a position in VWO in Q3 2014 and has held it in 12 quarters since. The position peaked at $11.4M in Q4 2014. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Geller Advisors held 14,391 shares of Vanguard FTSE Emerging Markets ETF worth $634K as of Q4 2024.
  • Geller Advisors bought 131 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $6.09K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #106 holding.
  • Geller Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2014 and has held it in 12 quarters since.
  • Geller Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $11.4M in Q4 2014.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.