LWM
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Lionshead Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lionshead Wealth Management’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
-7,638
Closed -$336K – 120
2024
Q4 		$336K Buy
+7,638
New +$355K 0.24% 82

Other funds holding VWO

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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

Lionshead Wealth Management's VWO Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 7,638 shares — an estimated $336K sold.

Lionshead Wealth Management first reported a position in VWO in Q4 2024 and held it in 1 quarter. The position peaked at $336K in Q4 2024. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Lionshead Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 7,638 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $336K.
  • Lionshead Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $336K in Q4 2024.
  • 2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.