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HTLF Bank’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

HTLF Bank’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 		$13.9M Sell
316,693
-3,174
-1% -$148K 1.58% 15
2024
Q3 		$15.3M Buy
319,867
+9,654
+3% +$430K 1.66% 14
2024
Q2 		$13.6M Sell
310,213
-12,603
-4% -$543K 1.54% 14
2024
Q1 		$13.5M Buy
322,816
+158
+0% +$6.45K 1.55% 13
2023
Q4 		$13.3M Buy
+322,658
New +$12.8M 1.56% 14

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 $1.6B AUM 20.7% 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 $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HTLF Bank's VWO Position: Q4 2024 in Review

HTLF Bank reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.99% in Q4 2024, selling an estimated $148K and leaving 316,693 shares worth $13.9M. The position accounts for 1.58% of the portfolio, ranked #15.

HTLF Bank first reported a position in VWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $15.3M in Q3 2024. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • HTLF Bank held 316,693 shares of Vanguard FTSE Emerging Markets ETF worth $13.9M as of Q4 2024.
  • HTLF Bank sold 3,174 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $148K.
  • Vanguard FTSE Emerging Markets ETF made up 1.58% of HTLF Bank's portfolio in Q4 2024, its #15 holding.
  • HTLF Bank first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Vanguard FTSE Emerging Markets ETF position peaked at $15.3M in Q3 2024.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.