Great Valley Advisor Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Great Valley Advisor Group’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,240	Closed	-$250K	–	762
2023 Q3	$250K	Sell	4,240 -20	-0.5%	-$1.22K	0.01%	580
2023 Q2	$265K	Buy	4,260 +40	+0.9%	+$2.46K	0.01%	591
2023 Q1	$263K	Buy	4,220 +59	+1%	+$3.66K	0.01%	581
2022 Q4	$254K	Buy	4,161 +235	+6%	+$14K	0.01%	596
2022 Q3	$226K	Buy	+3,926	New	+$242K	0.01%	604

Other funds holding VWOB

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Great Valley Advisor Group's VWOB Position: Q4 2023 in Review

Great Valley Advisor Group sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2023, closing a stake of 4,240 shares — an estimated $250K sold.

Great Valley Advisor Group first reported a position in VWOB in Q3 2022 and held it in 5 quarters. The position peaked at $265K in Q2 2023. 337 funds tracked by Wall St. Rank hold VWOB as of Q4 2023.

Great Valley Advisor Group reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2023 after selling out during the quarter.
Great Valley Advisor Group sold 4,240 Vanguard Emerging Markets Government Bond ETF shares in Q4 2023, an estimated $250K.
Great Valley Advisor Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2022 and held it in 5 quarters.
Great Valley Advisor Group's Vanguard Emerging Markets Government Bond ETF position peaked at $265K in Q2 2023.
337 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2023.

Based on Great Valley Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.