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Ipsen Advisor Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Ipsen Advisor Group’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
2025
Q3 		– Sell
-4,069
Closed -$201K – 106
2025
Q2 		$201K Sell
4,069
-619
-13% -$28.7K 0.15% 99
2025
Q1 		$212K Buy
4,688
+5
+0.1% +$225 0.18% 90
2024
Q4 		$206K Buy
+4,683
New +$218K 0.18% 90
2022
Q4 		$231K Buy
+5,934
New +$226K 0.27% 92

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ipsen Advisor Group's VWO Position: Q3 2025 in Review

Ipsen Advisor Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2025, closing a stake of 4,069 shares — an estimated $201K sold.

Ipsen Advisor Group first reported a position in VWO in Q4 2022 and held it in 4 quarters. The position peaked at $231K in Q4 2022. 2,301 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Ipsen Advisor Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Ipsen Advisor Group sold 4,069 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $201K.
  • Ipsen Advisor Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and held it in 4 quarters.
  • Ipsen Advisor Group's Vanguard FTSE Emerging Markets ETF position peaked at $231K in Q4 2022.
  • 2,301 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Ipsen Advisor Group's 13F filing for Q3 2025, filed 6 Nov 2025.