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LGT Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-219
Closed -$9.63K – 721
2024
Q4 		$9.63K Buy
219
+6
+3% +$279 0.02% 441
2024
Q3 		$10.2K Hold
213
– – 0.03% 415
2024
Q2 		$9.31K Buy
213
+1
+0.5% +$43 0.02% 485
2024
Q1 		$8.86K Hold
212
– – 0.01% 517
2023
Q4 		$8.71K Buy
212
+5
+2% +$198 0.01% 510
2023
Q3 		$8.13K Buy
+207
New +$8.45K 0.01% 519

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

LGT Financial Advisors's VWO Position: Q1 2025 in Review

LGT Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 219 shares — an estimated $9.63K sold.

LGT Financial Advisors first reported a position in VWO in Q3 2023 and held it in 6 quarters. The position peaked at $10.2K in Q3 2024. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • LGT Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 219 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $9.63K.
  • LGT Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $10.2K in Q3 2024.
  • 2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.