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

Objective 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
2025 Q1	–	Sell	-8,676	Closed	-$382K	–	138
2024 Q4	$382K	Sell	8,676 -346	-4%	-$16.1K	0.26%	81
2024 Q3	$432K	Buy	+9,022	New	+$402K	0.25%	87
2024 Q1	$403K	Sell	9,644 -3,004	-24%	-$123K	0.27%	79
2023 Q4	$520K	Sell	12,648 -1,075	-8%	-$42.6K	0.4%	56
2023 Q3	$538K	Hold	13,723	–	–	0.48%	47
2023 Q2	$558K	Sell	13,723 -1,399	-9%	-$56.4K	0.49%	48
2023 Q1	$611K	Buy	15,122 +1,759	+13%	+$71.7K	0.56%	46
2022 Q4	$521K	Sell	13,363 -617	-4%	-$23.5K	0.52%	47
2022 Q3	$510K	Sell	13,980 -416	-3%	-$16.9K	0.54%	48
2022 Q2	$600K	Buy	14,396 +1,154	+9%	+$49.8K	0.6%	42
2022 Q1	$611K	Hold	13,242	–	–	0.47%	51
2021 Q4	$655K	Buy	+13,242	New	+$668K	0.46%	46

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

Objective Capital Management's VWO Position: Q1 2025 in Review

Objective Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 8,676 shares — an estimated $382K sold.

Objective Capital Management first reported a position in VWO in Q4 2021 and held it in 12 quarters. The position peaked at $655K in Q4 2021. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Objective Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 8,676 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $382K.
Objective Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 12 quarters.
Objective Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $655K in Q4 2021.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.