Institutional & Family Asset Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Institutional & Family Asset Management’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-113	Closed	-$7.2K	–	779
2023 Q4	$7.2K	Hold	113	–	–	﹤0.01%	434
2023 Q3	$6.68K	Hold	113	–	–	﹤0.01%	425
2023 Q2	$7.04K	Hold	113	–	–	﹤0.01%	424
2023 Q1	$7.04K	Buy	+113	New	+$7.02K	﹤0.01%	423

Other funds holding VWOB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's VWOB Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2024, closing a stake of 113 shares — an estimated $7.2K sold.

Institutional & Family Asset Management first reported a position in VWOB in Q1 2023 and held it in 4 quarters. The position peaked at $7.2K in Q4 2023. 334 funds tracked by Wall St. Rank hold VWOB as of Q1 2024.

Institutional & Family Asset Management reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 113 Vanguard Emerging Markets Government Bond ETF shares in Q1 2024, an estimated $7.2K.
Institutional & Family Asset Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2023 and held it in 4 quarters.
Institutional & Family Asset Management's Vanguard Emerging Markets Government Bond ETF position peaked at $7.2K in Q4 2023.
334 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.