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Institutional & Family Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$48.8K Hold
1,115
– – 0.01% 235
2024
Q1 		$46.6K Hold
1,115
– – 0.01% 241
2023
Q4 		$45.8K Hold
1,115
– – 0.01% 239
2023
Q3 		$43.7K Hold
1,115
– – 0.01% 228
2023
Q2 		$45.4K Hold
1,115
– – 0.01% 228
2023
Q1 		$45K Hold
1,115
– – 0.01% 229
2022
Q4 		$43.5K Sell
1,115
-6,140
-85% -$234K 0.01% 229
2022
Q3 		$265K Buy
7,255
+3,152
+77% +$128K 0.05% 126
2022
Q2 		$171K Buy
4,103
+876
+27% +$37.8K 0.03% 146
2022
Q1 		$149K Buy
3,227
+1,865
+137% +$89.7K 0.02% 164
2021
Q4 		$67K Hold
1,362
– – 0.01% 243
2021
Q3 		$68K Hold
1,362
– – 0.01% 285
2021
Q2 		$74K Hold
1,362
– – 0.01% 282
2021
Q1 		$71K Sell
1,362
-583
-30% -$31K 0.01% 307
2020
Q4 		$97K Sell
1,945
-5,846
-75% -$275K 0.02% 251
2020
Q3 		$337K Sell
7,791
-1,015
-12% -$44.1K 0.08% 127
2020
Q2 		$349K Buy
8,806
+8,513
+2,905% +$315K 0.07% 128
2020
Q1 		$10K Sell
293
-24
-8% -$978 ﹤0.01% 455
2019
Q4 		$14K Sell
317
-808
-72% -$34.2K ﹤0.01% 474
2019
Q3 		$45K Sell
1,125
-51
-4% -$2.1K 0.01% 304
2019
Q2 		$50K Sell
1,176
-2,622
-69% -$110K 0.01% 313
2019
Q1 		$161K Buy
3,798
+1,511
+66% +$62.2K 0.03% 197
2018
Q4 		$87K Buy
2,287
+1,266
+124% +$49K 0.02% 248
2018
Q3 		$42K Hold
1,021
– – 0.01% 367
2018
Q2 		$43K Sell
1,021
-69
-6% -$3.12K 0.01% 362
2018
Q1 		$51K Buy
+1,090
New +$52.3K 0.01% 323

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Institutional & Family Asset Management's VWO Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2024 at 1,115 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #235.

Institutional & Family Asset Management first reported a position in VWO in Q1 2018 and has held it in 26 quarters since. The position peaked at $349K in Q2 2020. 2,052 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

  • Institutional & Family Asset Management held 1,115 shares of Vanguard FTSE Emerging Markets ETF worth $48.8K as of Q2 2024.
  • Institutional & Family Asset Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2024.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #235 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $349K in Q2 2020.
  • 2,052 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.