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Lavaca Capital’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lavaca Capital’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
-10,159
Closed -$398K – 136
2023
Q3 		$398K Buy
10,159
+842
+9% +$34.4K 0.13% 113
2023
Q2 		$379K Sell
9,317
-2,766
-23% -$112K 0.11% 123
2023
Q1 		$488K Buy
12,083
+3,870
+47% +$158K 0.1% 135
2022
Q4 		$320K Buy
+8,213
New +$313K 0.1% 147

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

Lavaca Capital's VWO Position: Q4 2023 in Review

Lavaca Capital sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 10,159 shares — an estimated $398K sold.

Lavaca Capital first reported a position in VWO in Q4 2022 and held it in 4 quarters. The position peaked at $488K in Q1 2023. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

  • Lavaca Capital reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Lavaca Capital sold 10,159 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $398K.
  • Lavaca Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and held it in 4 quarters.
  • Lavaca Capital's Vanguard FTSE Emerging Markets ETF position peaked at $488K in Q1 2023.
  • 2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Lavaca Capital's 13F filing for Q4 2023, filed 14 Feb 2024.