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

Lifeworks 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
-7,286
Closed -$321K – 342
2024
Q4 		$321K Buy
7,286
+228
+3% +$10.6K 0.06% 219
2024
Q3 		$338K Buy
+7,058
New +$314K 0.07% 213

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

Lifeworks Advisors's VWO Position: Q1 2025 in Review

Lifeworks Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 7,286 shares — an estimated $321K sold.

Lifeworks Advisors first reported a position in VWO in Q3 2024 and held it in 2 quarters. The position peaked at $338K in Q3 2024. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Lifeworks Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 7,286 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $321K.
  • Lifeworks Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2024 and held it in 2 quarters.
  • Lifeworks Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $338K in Q3 2024.
  • 2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.