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

Merriman 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
2024
Q4 		$1.57M Sell
35,596
-885
-2% -$41.1K 0.07% 67
2024
Q3 		$1.75M Buy
36,481
+1,803
+5% +$80.3K 0.07% 80
2024
Q2 		$1.52M Buy
34,678
+2,739
+9% +$118K 0.07% 78
2024
Q1 		$1.33M Sell
31,939
-1,324
-4% -$54K 0.06% 81
2023
Q4 		$1.37M Sell
33,263
-6,379
-16% -$253K 0.07% 81
2023
Q3 		$1.55M Sell
39,642
-11,575
-23% -$473K 0.08% 63
2023
Q2 		$2.08M Buy
51,217
+14,852
+41% +$599K 0.1% 78
2023
Q1 		$1.47M Sell
36,365
-45,262
-55% -$1.84M 0.08% 71
2022
Q4 		$3.18M Buy
81,627
+48,875
+149% +$1.86M 0.16% 59
2022
Q3 		$1.2M Sell
32,752
-327
-1% -$13.3K 0.08% 53
2022
Q2 		$1.38M Buy
33,079
+10,017
+43% +$432K 0.1% 47
2022
Q1 		$1.06M Buy
23,062
+284
+1% +$13.7K 0.09% 79
2021
Q4 		$1.13M Sell
22,778
-1,095
-5% -$55.2K 0.08% 97
2021
Q3 		$1.19M Sell
23,873
-58,713
-71% -$3.03M 0.1% 96
2021
Q2 		$4.49M Sell
82,586
-7,675
-9% -$409K 0.38% 46
2021
Q1 		$4.7M Sell
90,261
-87
-0.1% -$4.63K 0.54% 41
2020
Q4 		$4.53M Buy
90,348
+6,830
+8% +$321K 0.49% 47
2020
Q3 		$3.61M Buy
83,518
+6,207
+8% +$270K 0.54% 45
2020
Q2 		$3.06M Buy
77,311
+39,132
+102% +$1.45M 0.49% 43
2020
Q1 		$1.28M Sell
38,179
-150,100
-80% -$6.12M 0.28% 51
2019
Q4 		$8.37M Sell
188,279
-2,571
-1% -$109K 1.61% 11
2019
Q3 		$7.68M Buy
190,850
+131,612
+222% +$5.43M 1.55% 17
2019
Q2 		$25.6K Sell
59,238
-23,930
-29% -$1.01M 0.49% 52
2019
Q1 		$3.54M Buy
+83,168
New +$3.42M 0.67% 45
2018
Q2 		– Sell
-157,683
Closed -$7.41M – 205
2018
Q1 		$7.41M Sell
157,683
-7,364
-4% -$353K 1.95% 10
2017
Q4 		$7.58M Buy
165,047
+12,921
+8% +$577K 1.85% 10
2017
Q3 		$6.63M Buy
152,126
+8,461
+6% +$366K 1.58% 14
2017
Q2 		$5.87M Buy
143,665
+8,826
+7% +$358K 1.63% 19
2017
Q1 		$5.36M Buy
134,839
+63,483
+89% +$2.45M 1.3% 26
2016
Q4 		$2.55M Sell
71,356
-87,426
-55% -$3.2M 0.7% 36
2016
Q3 		$5.97M Buy
158,782
+88,736
+127% +$3.3M 1.23% 30
2016
Q2 		$2.47M Buy
70,046
+9,327
+15% +$319K 0.7% 41
2016
Q1 		$2.1M Buy
60,719
+50,402
+489% +$1.58M 1.96% 16
2015
Q4 		$328K Sell
10,317
-20,929
-67% -$720K 0.48% 30
2015
Q3 		$1.03M Buy
+31,246
New +$1.13M 0.58% 22
2014
Q3 		– Sell
-166,702
Closed -$7.4M – 50
2014
Q2 		$7.4M Buy
166,702
+7,223
+5% +$304K 7.46% 3
2014
Q1 		$6.62M Buy
159,479
+135,477
+564% +$5.25M 6.85% 4
2013
Q4 		$987K Buy
+24,002
New +$990K 0.42% 45

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Merriman Wealth Management's VWO Position: Q4 2024 in Review

Merriman Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.4% in Q4 2024, selling an estimated $41.1K and leaving 35,596 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #67.

Merriman Wealth Management first reported a position in VWO in Q4 2013 and has held it in 38 quarters since. The position peaked at $8.37M in Q4 2019. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Merriman Wealth Management held 35,596 shares of Vanguard FTSE Emerging Markets ETF worth $1.57M as of Q4 2024.
  • Merriman Wealth Management sold 885 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $41.1K.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Merriman Wealth Management's portfolio in Q4 2024, its #67 holding.
  • Merriman Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 38 quarters since.
  • Merriman Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $8.37M in Q4 2019.
  • 2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.