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Horan Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Horan Capital Advisors’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
2023
Q3 		– Sell
-15,705
Closed -$639K – 117
2023
Q2 		$639K Sell
15,705
-15
-0.1% -$605 0.25% 66
2023
Q1 		$635K Buy
15,720
+25
+0.2% +$1.02K 0.26% 65
2022
Q4 		$612K Sell
15,695
-10
-0.1% -$381 0.27% 63
2022
Q3 		$573K Sell
15,705
-20
-0.1% -$812 0.28% 60
2022
Q2 		$655K Sell
15,725
-45
-0.3% -$1.94K 0.3% 60
2022
Q1 		$727K Sell
15,770
-25
-0.2% -$1.2K 0.29% 62
2021
Q4 		$781K Buy
15,795
+15
+0.1% +$756 0.31% 60
2021
Q3 		$789K Buy
15,780
+62
+0.4% +$3.2K 0.35% 55
2021
Q2 		$854K Sell
15,718
-30
-0.2% -$1.6K 0.39% 53
2021
Q1 		$820K Hold
15,748
– – 0.39% 54
2020
Q4 		$789K Buy
15,748
+15,108
+2,361% +$710K 0.41% 55
2020
Q3 		$28K Buy
+640
New +$27.8K 0.02% 206
2020
Q1 		– Sell
-640
Closed -$28K – 253
2019
Q4 		$28K Sell
640
-60
-9% -$2.54K 0.02% 180
2019
Q3 		$28K Buy
+700
New +$28.9K 0.02% 180
2019
Q2 		– Sell
-795
Closed -$34K – 239
2019
Q1 		$34K Buy
+795
New +$32.7K 0.02% 162
2017
Q4 		– Sell
-60
Closed -$3K – 270
2017
Q3 		$3K Buy
+60
New +$2.6K ﹤0.01% 297
2014
Q3 		– Sell
-16,088
Closed -$694K – 67
2014
Q2 		$694K Sell
16,088
-275
-2% -$11.6K 0.63% 49
2014
Q1 		$664K Hold
16,363
– – 0.64% 49
2013
Q4 		$673K Sell
16,363
-4,510
-22% -$186K 0.69% 47
2013
Q3 		$838K Buy
20,873
+5,503
+36% +$218K 1% 41
2013
Q2 		$596K Buy
+15,370
New +$644K 0.91% 42

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Horan Capital Advisors's VWO Position: Q3 2023 in Review

Horan Capital Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 15,705 shares — an estimated $639K sold.

Horan Capital Advisors first reported a position in VWO in Q2 2013 and held it in 21 quarters. The position peaked at $854K in Q2 2021. 1,916 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Horan Capital Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Capital Advisors sold 15,705 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $639K.
  • Horan Capital Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 21 quarters.
  • Horan Capital Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $854K in Q2 2021.
  • 1,916 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Horan Capital Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.