Maryland Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Maryland Capital 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
2022 Q3	$4.5M	Buy	123,434 +5,828	+5%	+$237K	0.38%	66
2022 Q2	$4.9M	Sell	117,606 -4,201	-3%	-$181K	0.39%	64
2022 Q1	$5.62M	Sell	121,807 -7,209	-6%	-$347K	0.35%	61
2021 Q4	$6.38M	Buy	129,016 +8,250	+7%	+$416K	0.35%	60
2021 Q3	$6.04M	Buy	120,766 +273	+0.2%	+$14.1K	0.36%	59
2021 Q2	$6.54M	Buy	120,493 +297	+0.2%	+$15.8K	0.39%	60
2021 Q1	$6.26M	Sell	120,196 -23,744	-16%	-$1.26M	0.42%	57
2020 Q4	$7.21M	Buy	143,940 +38,649	+37%	+$1.82M	0.51%	50
2020 Q3	$4.55M	Buy	105,291 +267	+0.3%	+$11.6K	0.37%	58
2020 Q2	$4.16M	Sell	105,024 -24,211	-19%	-$896K	0.38%	59
2020 Q1	$4.33M	Buy	129,235 +4,388	+4%	+$179K	0.51%	56
2019 Q4	$5.55M	Sell	124,847 -4,394	-3%	-$186K	0.59%	47
2019 Q3	$5.2M	Sell	129,241 -40,959	-24%	-$1.69M	0.59%	47
2019 Q2	$7.24M	Buy	170,200 +5,098	+3%	+$214K	0.86%	35
2019 Q1	$7.02M	Buy	165,102 +10,405	+7%	+$428K	0.87%	34
2018 Q4	$5.89M	Buy	154,697 +28,688	+23%	+$1.11M	0.85%	35
2018 Q3	$5.17M	Sell	126,009 -28,304	-18%	-$1.19M	0.68%	37
2018 Q2	$6.51M	Buy	154,313 +4,485	+3%	+$203K	0.91%	34
2018 Q1	$7.04M	Buy	149,828 +12,619	+9%	+$605K	1.01%	31
2017 Q4	$6.3M	Buy	137,209 +8,044	+6%	+$360K	0.93%	30
2017 Q3	$5.63M	Buy	129,165 +30,677	+31%	+$1.33M	0.87%	31
2017 Q2	$4.02M	Buy	98,488 +5,981	+6%	+$242K	0.58%	44
2017 Q1	$3.67M	Sell	92,507 -171	-0.2%	-$6.6K	0.55%	44
2016 Q4	$3.32M	Sell	92,678 -4,798	-5%	-$176K	0.51%	49
2016 Q3	$3.67M	Buy	97,476 +517	+0.5%	+$19.2K	0.55%	42
2016 Q2	$3.42M	Sell	96,959 -891	-0.9%	-$30.4K	0.54%	44
2016 Q1	$3.38M	Buy	97,850 +12,302	+14%	+$386K	0.49%	42
2015 Q4	$2.8M	Buy	85,548 +4,999	+6%	+$172K	0.41%	45
2015 Q3	$2.67M	Buy	80,549 +5,317	+7%	+$193K	0.45%	45
2015 Q2	$3.08M	Buy	75,232 +990	+1%	+$42.5K	0.48%	42
2015 Q1	$3.03M	Buy	74,242 +2,578	+4%	+$105K	0.47%	43
2014 Q4	$2.87M	Sell	71,664 -2,765	-4%	-$114K	0.47%	44
2014 Q3	$3.1M	Sell	74,429 -445	-0.6%	-$19.8K	0.54%	39
2014 Q2	$3.23M	Buy	74,874 +2,242	+3%	+$94.5K	0.57%	40
2014 Q1	$2.95M	Sell	72,632 -15,245	-17%	-$591K	0.54%	40
2013 Q4	$3.62M	Buy	87,877 +68	+0.1%	+$2.8K	0.57%	37
2013 Q3	$3.52M	Buy	87,809 +10,022	+13%	+$396K	0.57%	42
2013 Q2	$3.02M	Buy	+77,787	New	+$3.26M	0.53%	46

Other funds holding VWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Maryland Capital Management's VWO Position: Q3 2022 in Review

Maryland Capital Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5% in Q3 2022, buying an estimated $237K and bringing the position to 123,434 shares worth $4.5M. The position accounts for 0.38% of the portfolio, ranked #66.

Maryland Capital Management first reported a position in VWO in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.24M in Q2 2019. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Maryland Capital Management held 123,434 shares of Vanguard FTSE Emerging Markets ETF worth $4.5M as of Q3 2022.
Maryland Capital Management bought 5,828 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $237K.
Vanguard FTSE Emerging Markets ETF made up 0.38% of Maryland Capital Management's portfolio in Q3 2022, its #66 holding.
Maryland Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 38 quarters since.
Maryland Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $7.24M in Q2 2019.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.