Janiczek Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Janiczek Wealth 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	$332K	Sell	7,586 -326,513	-98%	-$14.1M	0.07%	114
2024 Q1	$14M	Buy	334,099 +25,340	+8%	+$1.03M	2.97%	8
2023 Q4	$12.7M	Sell	308,759 -28,306	-8%	-$1.12M	3.06%	9
2023 Q3	$13.2M	Sell	337,065 -2,456	-0.7%	-$100K	3.48%	9
2023 Q2	$13.8M	Sell	339,521 -11,988	-3%	-$483K	3.8%	9
2023 Q1	$14.3M	Buy	351,509 +167,116	+91%	+$6.81M	4.05%	9
2022 Q4	$7.72M	Buy	184,393 +5,386	+3%	+$205K	2.17%	12
2022 Q3	$6.56M	Buy	179,007 +769	+0.4%	+$31.2K	2.14%	12
2022 Q2	$7.37M	Buy	178,238 +162,733	+1,050%	+$7.03M	2.19%	12
2022 Q1	$715K	Buy	15,505 +2,449	+19%	+$118K	0.2%	43
2021 Q4	$646K	Buy	13,056 +510	+4%	+$25.7K	0.19%	42
2021 Q3	$627K	Sell	12,546 -160	-1%	-$8.27K	0.22%	36
2021 Q2	$690K	Hold	12,706	–	–	0.25%	34
2021 Q1	$661K	Sell	12,706 -892	-7%	-$47.5K	0.26%	34
2020 Q4	$681K	Hold	13,598	–	–	0.33%	29
2020 Q3	$588K	Sell	13,598 -858	-6%	-$37.3K	0.32%	26
2020 Q2	$573K	Sell	14,456 -220,428	-94%	-$8.16M	0.32%	25
2020 Q1	$7.88M	Sell	234,884 -37,417	-14%	-$1.53M	4.44%	8
2019 Q4	$12.1M	Buy	272,301 +647	+0.2%	+$27.4K	5.44%	8
2019 Q3	$10.9M	Sell	271,654 -12,856	-5%	-$531K	4.97%	8
2019 Q2	$12.1M	Sell	284,510 -6,150	-2%	-$259K	5.66%	7
2019 Q1	$12.4M	Sell	290,660 -5,664	-2%	-$233K	5.83%	6
2018 Q4	$11.3M	Sell	296,324 -15,484	-5%	-$600K	5.73%	5
2018 Q3	$12.8M	Sell	311,808 -1,240	-0.4%	-$52.2K	6.69%	5
2018 Q2	$13.2M	Buy	313,048 +8,494	+3%	+$384K	6.97%	5
2018 Q1	$14.3M	Sell	304,554 -44,552	-13%	-$2.14M	8.11%	5
2017 Q4	$16M	Sell	349,106 -2,271	-0.6%	-$102K	8.72%	5
2017 Q3	$15.3M	Buy	351,377 +923	+0.3%	+$39.9K	8.5%	5
2017 Q2	$14.3M	Sell	350,454 -26,202	-7%	-$1.06M	8.34%	5
2017 Q1	$15M	Buy	376,656 +62,221	+20%	+$2.4M	8.56%	5
2016 Q4	$11.3M	Buy	+314,435	New	+$11.5M	5.02%	5

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janiczek Wealth Management's VWO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 98% in Q2 2024, selling an estimated $14.1M and leaving 7,586 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #114.

Janiczek Wealth Management first reported a position in VWO in Q4 2016 and has held it in 31 quarters since. The position peaked at $16M in Q4 2017. 2,051 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

Janiczek Wealth Management held 7,586 shares of Vanguard FTSE Emerging Markets ETF worth $332K as of Q2 2024.
Janiczek Wealth Management sold 326,513 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $14.1M.
Vanguard FTSE Emerging Markets ETF made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #114 holding.
Janiczek Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 31 quarters since.
Janiczek Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $16M in Q4 2017.
2,051 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.