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Hart & Patterson Financial Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Hart & Patterson Financial 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
2024
Q4 		$4.09M Buy
64,746
+1,386
+2% +$89.6K 1.99% 20
2024
Q3 		$4.21M Sell
63,360
-3,070
-5% -$199K 1.99% 18
2024
Q2 		$4.18M Sell
66,430
-656
-1% -$41.4K 2.07% 17
2024
Q1 		$4.28M Sell
67,086
-12,039
-15% -$757K 2.12% 17
2023
Q4 		$5.04M Buy
+79,125
New +$4.77M 2.62% 12

Other funds holding VWOB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hart & Patterson Financial Group increased its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 2.2% in Q4 2024, buying an estimated $89.6K and bringing the position to 64,746 shares worth $4.09M. The position accounts for 1.99% of the portfolio, ranked #20.

Hart & Patterson Financial Group first reported a position in VWOB in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.04M in Q4 2023. 389 funds tracked by Wall St. Rank hold VWOB as of Q4 2024.

  • Hart & Patterson Financial Group held 64,746 shares of Vanguard Emerging Markets Government Bond ETF worth $4.09M as of Q4 2024.
  • Hart & Patterson Financial Group bought 1,386 Vanguard Emerging Markets Government Bond ETF shares in Q4 2024, an estimated $89.6K.
  • Vanguard Emerging Markets Government Bond ETF made up 1.99% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #20 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Vanguard Emerging Markets Government Bond ETF position peaked at $5.04M in Q4 2023.
  • 389 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2024.

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