Means Investment Company’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Means Investment Company’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 Q4	–	Sell	-103,391	Closed	-$4.05M	–	200
2023 Q3	$4.05M	Sell	103,391 -18,701	-15%	-$763K	0.66%	26
2023 Q2	$4.97M	Sell	122,092 -3,832	-3%	-$154K	0.79%	24
2023 Q1	$5.09M	Sell	125,924 -3,884	-3%	-$158K	0.89%	24
2022 Q4	$5.06M	Sell	129,808 -18,780	-13%	-$716K	1.01%	21
2022 Q3	$5.42M	Buy	148,588 +3,030	+2%	+$123K	1.18%	16
2022 Q2	$6.06M	Sell	145,558 -5,482	-4%	-$237K	1.29%	14
2022 Q1	$6.97M	Buy	151,040 +12,603	+9%	+$606K	1.26%	16
2021 Q4	$6.85M	Buy	+138,437	New	+$6.98M	1.21%	17

Other funds holding VWO

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

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

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

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

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

Means Investment Company's VWO Position: Q4 2023 in Review

Means Investment Company sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 103,391 shares — an estimated $4.05M sold.

Means Investment Company first reported a position in VWO in Q4 2021 and held it in 8 quarters. The position peaked at $6.97M in Q1 2022. 2,050 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Means Investment Company reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Means Investment Company sold 103,391 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $4.05M.
Means Investment Company first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 8 quarters.
Means Investment Company's Vanguard FTSE Emerging Markets ETF position peaked at $6.97M in Q1 2022.
2,050 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Means Investment Company's 13F filing for Q4 2023, filed 25 Jan 2024.