NFP
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Novak Financial Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Novak Financial Planning’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
2021
Q2 		$5.71M Buy
105,184
+1,397
+1% +$74.4K 2.8% 8
2021
Q1 		$5.4M Sell
103,787
-515
-0.5% -$27.4K 2.97% 8
2020
Q4 		$5.23M Buy
+104,302
New +$4.9M 3.08% 7

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Novak Financial Planning's VWO Position: Q2 2021 in Review

Novak Financial Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.3% in Q2 2021, buying an estimated $74.4K and bringing the position to 105,184 shares worth $5.71M. The position accounts for 2.8% of the portfolio, ranked #8.

Novak Financial Planning first reported a position in VWO in Q4 2020 and has held it in 3 quarters since. 1,745 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

  • Novak Financial Planning held 105,184 shares of Vanguard FTSE Emerging Markets ETF worth $5.71M as of Q2 2021.
  • Novak Financial Planning bought 1,397 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $74.4K.
  • Vanguard FTSE Emerging Markets ETF made up 2.8% of Novak Financial Planning's portfolio in Q2 2021, its #8 holding.
  • Novak Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.