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

Olympus 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
Q3 		– Sell
-77,556
Closed -$3.39M – 19
2024
Q2 		$3.39M Buy
+77,556
New +$3.34M 1.06% 15
2024
Q1 		– Sell
-23,023
Closed -$946K – 24
2023
Q4 		$946K Buy
+23,023
New +$913K 0.49% 14

Other funds holding VWO

Bank of America
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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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Olympus Wealth Management's VWO Position: Q3 2024 in Review

Olympus Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 77,556 shares — an estimated $3.39M sold.

Olympus Wealth Management first reported a position in VWO in Q4 2023 and held it in 2 quarters. The position peaked at $3.39M in Q2 2024. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Olympus Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Olympus Wealth Management sold 77,556 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $3.39M.
  • Olympus Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and held it in 2 quarters.
  • Olympus Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.39M in Q2 2024.
  • 2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Olympus Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.