New Perspectives Inc’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

New Perspectives Inc’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	–	Sell	-59,624	Closed	-$2.63M	–	41
2024 Q4	$2.63M	Sell	59,624 -338	-0.6%	-$15.7K	1.41%	10
2024 Q3	$2.87M	Buy	59,962 +145	+0.2%	+$6.46K	1.53%	10
2024 Q2	$2.62M	Buy	59,817 +535	+0.9%	+$23K	1.4%	9
2024 Q1	$2.48M	Buy	+59,282	New	+$2.42M	1.37%	8
2022 Q4	$2.2M	Sell	56,461 -18,857	-25%	-$719K	1.69%	9
2022 Q3	$2.75M	Buy	75,318 +3,408	+5%	+$138K	2.37%	8
2022 Q2	$3M	Sell	71,910 -6,371	-8%	-$275K	2.44%	8
2022 Q1	$3.61M	Sell	78,281 -4,457	-5%	-$214K	2.6%	8
2021 Q4	$4.09M	Buy	82,738 +1,264	+2%	+$63.7K	2.89%	8
2021 Q3	$4.08M	Buy	81,474 +8,378	+11%	+$433K	3.01%	8
2021 Q2	$3.97M	Buy	+73,096	New	+$3.89M	3.08%	8

Other funds holding VWO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

New Perspectives Inc's VWO Position: Q1 2025 in Review

New Perspectives Inc sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 59,624 shares — an estimated $2.63M sold.

New Perspectives Inc first reported a position in VWO in Q2 2021 and held it in 11 quarters. The position peaked at $4.09M in Q4 2021. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

New Perspectives Inc reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
New Perspectives Inc sold 59,624 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $2.63M.
New Perspectives Inc first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 11 quarters.
New Perspectives Inc's Vanguard FTSE Emerging Markets ETF position peaked at $4.09M in Q4 2021.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on New Perspectives Inc's 13F filing for Q1 2025, filed 25 Apr 2025.