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Lake Street Advisors Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lake Street Advisors 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
2024
Q4 		$101M Buy
2,284,735
+68,415
+3% +$3.18M 4.64% 4
2024
Q3 		$106M Sell
2,216,320
-4,757
-0.2% -$212K 4.9% 3
2024
Q2 		$97.2M Sell
2,221,077
-24,299
-1% -$1.05M 4.67% 2
2024
Q1 		$93.8M Sell
2,245,376
-15,144
-0.7% -$618K 4.38% 3
2023
Q4 		$92.9M Buy
2,260,520
+30,302
+1% +$1.2M 4.66% 3
2023
Q3 		$87.4M Sell
2,230,218
-12,378
-0.6% -$505K 5.19% 3
2023
Q2 		$91.2M Buy
2,242,596
+1,178
+0.1% +$47.5K 5.04% 3
2023
Q1 		$90.6M Sell
2,241,418
-31,952
-1% -$1.3M 5.6% 2
2022
Q4 		$88.6M Buy
2,273,370
+176,307
+8% +$6.72M 5.84% 2
2022
Q3 		$76.5M Buy
2,097,063
+107,031
+5% +$4.35M 5.55% 3
2022
Q2 		$82.9M Buy
1,990,032
+152,176
+8% +$6.57M 5.91% 3
2022
Q1 		$84.8M Buy
1,837,856
+56,854
+3% +$2.74M 5.4% 3
2021
Q4 		$88.1M Buy
+1,781,002
New +$89.8M 5.56% 3
2021
Q3 		– Sell
-1,714,838
Closed -$88.3M – 429
2021
Q2 		$88.3M Buy
1,714,838
+8,643
+0.5% +$460K 6.52% 2
2021
Q1 		$88.8M Sell
1,706,195
-94,163
-5% -$5.01M 7.22% 1
2020
Q4 		$90.2M Sell
1,800,358
-40,839
-2% -$1.92M 7.47% 1
2020
Q3 		$79.6M Sell
1,841,197
-46,335
-2% -$2.01M 7.51% 1
2020
Q2 		$74.8M Sell
1,887,532
-569,699
-23% -$21.1M 7.58% 1
2020
Q1 		$82.4M Sell
2,457,231
-1,407,726
-36% -$57.4M 10.25% 1
2019
Q4 		$172M Buy
3,864,957
+93,567
+2% +$3.96M 16.91% 1
2019
Q3 		$148M Buy
3,771,390
+152,323
+4% +$6.29M 15.99% 1
2019
Q2 		$154M Buy
3,619,067
+36,966
+1% +$1.56M 16.28% 1
2019
Q1 		$152M Buy
3,582,101
+178,295
+5% +$7.34M 15.97% 1
2018
Q4 		$130M Buy
3,403,806
+187,428
+6% +$7.26M 15.8% 1
2018
Q3 		$132M Sell
3,216,378
-92,088
-3% -$3.87M 14.61% 1
2018
Q2 		$140M Buy
3,308,466
+566,322
+21% +$25.6M 13.96% 1
2018
Q1 		$129M Buy
2,742,144
+89,935
+3% +$4.31M 14.46% 1
2017
Q4 		$122M Buy
+2,652,209
New +$119M 13.77% 1

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's VWO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.1% in Q4 2024, buying an estimated $3.18M and bringing the position to 2,284,735 shares worth $101M. The position accounts for 4.64% of the portfolio, ranked #4.

Lake Street Advisors Group first reported a position in VWO in Q4 2017 and has held it in 28 quarters since. The position peaked at $172M in Q4 2019. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Lake Street Advisors Group held 2,284,735 shares of Vanguard FTSE Emerging Markets ETF worth $101M as of Q4 2024.
  • Lake Street Advisors Group bought 68,415 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $3.18M.
  • Vanguard FTSE Emerging Markets ETF made up 4.64% of Lake Street Advisors Group's portfolio in Q4 2024, its #4 holding.
  • Lake Street Advisors Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Vanguard FTSE Emerging Markets ETF position peaked at $172M in Q4 2019.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.