Inverness Counsel’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Inverness Counsel’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
2022 Q3	–	Hold	0	–	–	–	122
2022 Q2	–	Hold	0	–	–	–	108
2022 Q1	–	Hold	0	–	–	–	108
2021 Q4	–	Hold	0	–	–	–	119
2021 Q3	–	Hold	0	–	–	–	120
2021 Q2	–	Hold	0	–	–	–	112
2021 Q1	–	Hold	0	–	–	–	103
2020 Q4	–	Hold	0	–	–	–	106
2020 Q3	–	Hold	0	–	–	–	106
2020 Q2	–	Hold	0	–	–	–	102
2020 Q1	–	Hold	0	–	–	–	101
2019 Q4	–	Hold	0	–	–	–	95
2019 Q3	–	Hold	0	–	–	–	90
2019 Q2	–	Hold	0	–	–	–	88
2019 Q1	–	Hold	0	–	–	–	90
2018 Q4	–	Hold	0	–	–	–	99
2018 Q3	–	Hold	0	–	–	–	106
2018 Q2	–	Hold	0	–	–	–	104
2018 Q1	–	Hold	0	–	–	–	116

Other funds holding VWO

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

Bank of America

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

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

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

Jones Financial Companies

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return