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Hart & Patterson Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Hart & Patterson Financial Group’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 		$8.14M Sell
184,894
-3,814
-2% -$177K 3.96% 6
2024
Q3 		$9.03M Sell
188,708
-5,978
-3% -$266K 4.28% 4
2024
Q2 		$8.52M Sell
194,686
-5,092
-3% -$219K 4.22% 5
2024
Q1 		$8.34M Buy
199,778
+39,089
+24% +$1.6M 4.13% 6
2023
Q4 		$6.6M Buy
+160,689
New +$6.37M 3.43% 10

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 $1.88B AUM 29.07% 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 $424B AUM 22.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hart & Patterson Financial Group's VWO Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2% in Q4 2024, selling an estimated $177K and leaving 184,894 shares worth $8.14M. The position accounts for 3.96% of the portfolio, ranked #6.

Hart & Patterson Financial Group first reported a position in VWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $9.03M in Q3 2024. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Hart & Patterson Financial Group held 184,894 shares of Vanguard FTSE Emerging Markets ETF worth $8.14M as of Q4 2024.
  • Hart & Patterson Financial Group sold 3,814 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $177K.
  • Vanguard FTSE Emerging Markets ETF made up 3.96% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #6 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $9.03M in Q3 2024.
  • 2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.