James Hambro & Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

James Hambro & Partners’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	–	Sell	-12,880	Closed	-$616K	–	61
2024 Q3	$616K	Hold	12,880	–	–	0.03%	41
2024 Q2	$564K	Sell	12,880 -970	-7%	-$41.8K	0.03%	39
2024 Q1	$579K	Buy	13,850 +970	+8%	+$39.6K	0.03%	39
2023 Q4	$529K	Hold	12,880	–	–	0.03%	38
2023 Q3	$505K	Hold	12,880	–	–	0.03%	38
2023 Q2	$524K	Hold	12,880	–	–	0.03%	40
2023 Q1	$520K	Hold	12,880	–	–	0.04%	44
2022 Q4	$502K	Hold	12,880	–	–	0.04%	44
2022 Q3	$469K	Hold	12,880	–	–	0.04%	46
2022 Q2	$537K	Hold	12,880	–	–	0.04%	43
2022 Q1	$595K	Sell	12,880 -634	-5%	-$30.5K	0.04%	41
2021 Q4	$669K	Hold	13,514	–	–	0.05%	41
2021 Q3	$676K	Buy	13,514 +2,859	+27%	+$148K	0.05%	45
2021 Q2	$578K	Sell	10,655 -1,645	-13%	-$87.6K	0.05%	43
2021 Q1	$640K	Hold	12,300	–	–	0.06%	46
2020 Q4	$617K	Hold	12,300	–	–	0.07%	36
2020 Q3	$532K	Hold	12,300	–	–	0.08%	37
2020 Q2	$487K	Hold	12,300	–	–	0.08%	37
2020 Q1	$413K	Hold	12,300	–	–	0.08%	36
2019 Q4	$547K	Hold	12,300	–	–	0.09%	37
2019 Q3	$495K	Buy	+12,300	New	+$508K	0.1%	35
2019 Q1	$506K	Buy	+11,900	New	+$490K	0.15%	32

Other funds holding VWO

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

James Hambro & Partners's VWO Position: Q4 2024 in Review

James Hambro & Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 12,880 shares — an estimated $616K sold.

James Hambro & Partners first reported a position in VWO in Q1 2019 and held it in 22 quarters. The position peaked at $676K in Q3 2021. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

James Hambro & Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
James Hambro & Partners sold 12,880 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $616K.
James Hambro & Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and held it in 22 quarters.
James Hambro & Partners's Vanguard FTSE Emerging Markets ETF position peaked at $676K in Q3 2021.
2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on James Hambro & Partners's 13F filing for Q4 2024, filed 22 Jan 2025.