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Girard Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Girard Partners’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
2023
Q2 		– Sell
-6,336
Closed -$256K – 264
2023
Q1 		$256K Sell
6,336
-5,545
-47% -$226K 0.03% 222
2022
Q4 		$463K Sell
11,881
-721
-6% -$27.5K 0.05% 193
2022
Q3 		$459K Sell
12,602
-541
-4% -$22K 0.06% 172
2022
Q2 		$547K Sell
13,143
-211
-2% -$9.11K 0.07% 156
2022
Q1 		$616K Sell
13,354
-642
-5% -$30.9K 0.07% 156
2021
Q4 		$692K Buy
13,996
+468
+3% +$23.6K 0.08% 150
2021
Q3 		$676K Sell
13,528
-1,600
-11% -$82.7K 0.09% 140
2021
Q2 		$821K Sell
15,128
-770
-5% -$41K 0.11% 131
2021
Q1 		$827K Sell
15,898
-2,079
-12% -$111K 0.12% 121
2020
Q4 		$900K Sell
17,977
-118
-0.7% -$5.54K 0.14% 113
2020
Q3 		$782K Sell
18,095
-698
-4% -$30.3K 0.13% 121
2020
Q2 		$744K Sell
18,793
-7,733
-29% -$286K 0.13% 121
2020
Q1 		$889K Sell
26,526
-1,891
-7% -$77.1K 0.18% 107
2019
Q4 		$1.26M Buy
28,417
+8,819
+45% +$374K 0.21% 109
2019
Q3 		$789K Buy
19,598
+1,082
+6% +$44.7K 0.15% 122
2019
Q2 		$787K Sell
18,516
-381
-2% -$16K 0.14% 128
2019
Q1 		$803K Sell
18,897
-2,645
-12% -$109K 0.15% 126
2018
Q4 		$820K Sell
21,542
-5,306
-20% -$206K 0.17% 116
2018
Q3 		$1.1M Sell
26,848
-2,633
-9% -$111K 0.2% 110
2018
Q2 		$1.24M Sell
29,481
-6,668
-18% -$301K 0.23% 105
2018
Q1 		$1.7M Sell
36,149
-3,581
-9% -$172K 0.4% 70
2017
Q4 		$1.82M Sell
39,730
-28,853
-42% -$1.29M 0.35% 80
2017
Q3 		$2.99M Buy
68,583
+9,019
+15% +$390K 0.62% 55
2017
Q2 		$2.43M Buy
59,564
+4,621
+8% +$187K 0.53% 61
2017
Q1 		$2.18M Buy
54,943
+12,678
+30% +$489K 0.53% 62
2016
Q4 		$1.51M Buy
42,265
+15,608
+59% +$572K 0.44% 72
2016
Q3 		$1M Buy
26,657
+12,511
+88% +$466K 0.33% 80
2016
Q2 		$498K Buy
14,146
+5,495
+64% +$188K 0.19% 120
2016
Q1 		$299K Buy
8,651
+2,026
+31% +$63.5K 0.13% 149
2015
Q4 		$217K Buy
+6,625
New +$228K 0.1% 162

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Girard Partners's VWO Position: Q2 2023 in Review

Girard Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 6,336 shares — an estimated $256K sold.

Girard Partners first reported a position in VWO in Q4 2015 and held it in 30 quarters. The position peaked at $2.99M in Q3 2017. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

  • Girard Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Girard Partners sold 6,336 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $256K.
  • Girard Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 30 quarters.
  • Girard Partners's Vanguard FTSE Emerging Markets ETF position peaked at $2.99M in Q3 2017.
  • 1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Girard Partners's 13F filing for Q2 2023, filed 15 Aug 2023.