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

Madison 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
2023 Q3	$2.21M	Buy	56,488 +159	+0.3%	+$6.49K	0.47%	69
2023 Q2	$2.29M	Sell	56,329 -1,684	-3%	-$67.9K	0.46%	66
2023 Q1	$2.34M	Buy	58,013 +148	+0.3%	+$6.03K	0.51%	64
2022 Q4	$2.26M	Buy	57,865 +3,322	+6%	+$127K	0.52%	63
2022 Q3	$1.99M	Buy	54,543 +21,568	+65%	+$876K	0.49%	60
2022 Q2	$1.37M	Sell	32,975 -9,355	-22%	-$404K	0.33%	74
2022 Q1	$1.95M	Buy	42,330 +1,684	+4%	+$81K	0.41%	65
2021 Q4	$2.01M	Buy	40,646 +15,248	+60%	+$769K	0.4%	65
2021 Q3	$1.27M	Buy	25,398 +120	+0.5%	+$6.2K	0.28%	76
2021 Q2	$1.37M	Buy	25,278 +18	+0.1%	+$959	0.3%	74
2021 Q1	$1.31M	Buy	25,260 +1,052	+4%	+$56K	0.32%	72
2020 Q4	$1.21M	Buy	24,208 +275	+1%	+$12.9K	0.32%	66
2020 Q3	$1.03M	Buy	23,933 +18	+0.1%	+$783	0.31%	67
2020 Q2	$947K	Buy	23,915 +2,441	+11%	+$90.4K	0.31%	68
2020 Q1	$720K	Buy	21,474 +4,088	+24%	+$167K	0.29%	67
2019 Q4	$773K	Buy	+17,386	New	+$737K	0.22%	84

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Madison Wealth Management's VWO Position: Q3 2023 in Review

Madison Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.28% in Q3 2023, buying an estimated $6.49K and bringing the position to 56,488 shares worth $2.21M. The position accounts for 0.47% of the portfolio, ranked #69.

Madison Wealth Management first reported a position in VWO in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.34M in Q1 2023. 1,913 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Madison Wealth Management held 56,488 shares of Vanguard FTSE Emerging Markets ETF worth $2.21M as of Q3 2023.
Madison Wealth Management bought 159 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $6.49K.
Vanguard FTSE Emerging Markets ETF made up 0.47% of Madison Wealth Management's portfolio in Q3 2023, its #69 holding.
Madison Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.34M in Q1 2023.
1,913 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.