HM Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

HM Capital Management’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
2021 Q2	–	Sell	-6,353	Closed	-$331K	–	46
2021 Q1	$331K	Sell	6,353 -897	-12%	-$47.8K	0.15%	31
2020 Q4	$363K	Hold	7,250	–	–	0.18%	28
2020 Q3	$313K	Hold	7,250	–	–	0.19%	27
2020 Q2	$287K	Buy	+7,250	New	+$268K	0.19%	27
2016 Q1	–	Sell	-11,086	Closed	-$364K	–	39
2015 Q4	$364K	Buy	11,086 +92	+0.8%	+$3.17K	0.39%	25
2015 Q3	$366K	Sell	10,994 -32	-0.3%	-$1.16K	0.41%	22
2015 Q2	$451K	Sell	11,026 -577	-5%	-$24.8K	0.46%	20
2015 Q1	$475K	Buy	11,603 +167	+1%	+$6.79K	0.49%	18
2014 Q4	$459K	Hold	11,436	–	–	0.47%	20
2014 Q3	$480K	Sell	11,436 -185	-2%	-$8.21K	0.58%	18
2014 Q2	$503K	Sell	11,621 -1,074	-8%	-$45.3K	0.62%	16
2014 Q1	$519K	Sell	12,695 -11,035	-47%	-$428K	0.82%	15
2013 Q4	$979K	Buy	23,730 +10	+0%	+$412	1.14%	13
2013 Q3	$952K	Sell	23,720 -36,508	-61%	-$1.44M	1.39%	13
2013 Q2	$2.33M	Buy	+60,228	New	+$2.53M	4.4%	5

Other funds holding VWO

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

HM Capital Management's VWO Position: Q2 2021 in Review

HM Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021, closing a stake of 6,353 shares — an estimated $331K sold.

HM Capital Management first reported a position in VWO in Q2 2013 and held it in 15 quarters. The position peaked at $2.33M in Q2 2013. 1,748 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

HM Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
HM Capital Management sold 6,353 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $331K.
HM Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 15 quarters.
HM Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.33M in Q2 2013.
1,748 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on HM Capital Management's 13F filing for Q2 2021, filed 6 Aug 2021.