MW
VWO icon

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

Marcum Wealth’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 		$40.1M Sell
886,274
-225,555
-20% -$10.2M 3.47% 9
2024
Q4 		$49M Buy
1,111,829
+41,785
+4% +$1.94M 4.24% 5
2024
Q3 		$51.2M Buy
1,070,044
+28,174
+3% +$1.25M 4.76% 5
2024
Q2 		$45.6M Sell
1,041,870
-17,179
-2% -$740K 4.57% 5
2024
Q1 		$44.2M Buy
1,059,049
+61,105
+6% +$2.49M 4.49% 7
2023
Q4 		$41M Buy
997,944
+36,387
+4% +$1.44M 4.36% 7
2023
Q3 		$37.7M Buy
961,557
+60,528
+7% +$2.47M 4.53% 7
2023
Q2 		$36.7M Buy
901,029
+16,813
+2% +$678K 4.3% 7
2023
Q1 		$35.7M Buy
884,216
+44,222
+5% +$1.8M 4.46% 7
2022
Q4 		$32.7M Buy
839,994
+69,578
+9% +$2.65M 4.34% 7
2022
Q3 		$28.1M Buy
770,416
+232,781
+43% +$9.45M 4.26% 7
2022
Q2 		$22.4M Sell
537,635
-7,237
-1% -$312K 3.35% 7
2022
Q1 		$25.1M Buy
544,872
+73,569
+16% +$3.54M 3.47% 7
2021
Q4 		$23.3M Buy
471,303
+39,742
+9% +$2M 3.24% 8
2021
Q3 		$21.6M Buy
431,561
+35,204
+9% +$1.82M 3.39% 7
2021
Q2 		$21.5M Buy
396,357
+45,444
+13% +$2.42M 3.49% 8
2021
Q1 		$18.3M Buy
350,913
+22,167
+7% +$1.18M 3.01% 8
2020
Q4 		$16.5M Buy
328,746
+98,912
+43% +$4.65M 3.87% 9
2020
Q3 		$9.94M Buy
229,834
+15,759
+7% +$685K 3.05% 10
2020
Q2 		$8.48M Buy
214,075
+12,852
+6% +$476K 2.61% 10
2020
Q1 		$6.75M Sell
201,223
-57,014
-22% -$2.32M 2.61% 9
2019
Q4 		$11.5M Buy
+258,237
New +$10.9M 4.3% 8

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

Marcum Wealth's VWO Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q1 2025, selling an estimated $10.2M and leaving 886,274 shares worth $40.1M. The position accounts for 3.47% of the portfolio, ranked #9.

Marcum Wealth first reported a position in VWO in Q4 2019 and has held it in 22 quarters since. The position peaked at $51.2M in Q3 2024. 2,214 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Marcum Wealth held 886,274 shares of Vanguard FTSE Emerging Markets ETF worth $40.1M as of Q1 2025.
  • Marcum Wealth sold 225,555 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $10.2M.
  • Vanguard FTSE Emerging Markets ETF made up 3.47% of Marcum Wealth's portfolio in Q1 2025, its #9 holding.
  • Marcum Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $51.2M in Q3 2024.
  • 2,214 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.