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Jay D. Rosenbaum’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Jay D. Rosenbaum’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
2023
Q4 		– Sell
-5,948
Closed -$233K – 67
2023
Q3 		$233K Buy
+5,948
New +$243K 0.39% 57

Other funds holding VWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jay D. Rosenbaum's VWO Position: Q4 2023 in Review

Jay D. Rosenbaum sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 5,948 shares — an estimated $233K sold.

Jay D. Rosenbaum first reported a position in VWO in Q3 2023 and held it in 1 quarter. The position peaked at $233K in Q3 2023. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

  • Jay D. Rosenbaum reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Jay D. Rosenbaum sold 5,948 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $233K.
  • Jay D. Rosenbaum first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2023 and held it in 1 quarter.
  • Jay D. Rosenbaum's Vanguard FTSE Emerging Markets ETF position peaked at $233K in Q3 2023.
  • 2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Jay D. Rosenbaum's 13F filing for Q4 2023, filed 9 Feb 2024.