HBC Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

HBC Financial Services’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	$3K	Hold	77	–	–	﹤0.01%	156
2024 Q3	$3K	Hold	77	–	–	﹤0.01%	155
2024 Q2	$3K	Hold	77	–	–	﹤0.01%	138
2024 Q1	$3K	Hold	77	–	–	﹤0.01%	137
2023 Q4	$3K	Buy	77 +32	+71%	+$1.27K	﹤0.01%	137
2023 Q3	$1K	Hold	45	–	–	﹤0.01%	166
2023 Q2	$1K	Hold	45	–	–	﹤0.01%	157
2023 Q1	$1K	Hold	45	–	–	﹤0.01%	171
2022 Q4	$1K	Hold	45	–	–	﹤0.01%	155
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	158
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	164
2022 Q1	$1K	Hold	45	–	–	﹤0.01%	160
2021 Q4	$2K	Sell	45 -10	-18%	-$504	﹤0.01%	157
2021 Q3	$2K	Hold	55	–	–	﹤0.01%	149
2021 Q2	$2K	Hold	55	–	–	﹤0.01%	159
2021 Q1	$2.92K	Buy	55 +10	+22%	+$532	﹤0.01%	152
2020 Q4	$2K	Sell	45 -1	-2%	-$47	﹤0.01%	148
2020 Q3	$2K	Buy	46 +1	+2%	+$43	﹤0.01%	150
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	148
2020 Q1	$1K	Hold	45	–	–	﹤0.01%	147
2019 Q4	$2K	Buy	+45	New	+$1.91K	﹤0.01%	158

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

HBC Financial Services's VWO Position: Q4 2024 in Review

HBC Financial Services held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q4 2024 at 77 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

HBC Financial Services first reported a position in VWO in Q4 2019 and has held it in 21 quarters since. 2,239 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

HBC Financial Services held 77 shares of Vanguard FTSE Emerging Markets ETF worth $3K as of Q4 2024.
HBC Financial Services left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q4 2024.
Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #156 holding.
HBC Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
2,239 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.