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

Peninsula Wealth’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 		$4.24M Sell
96,317
-2,369
-2% -$110K 0.72% 22
2024
Q3 		$4.68M Sell
98,686
-15,031
-13% -$669K 0.82% 20
2024
Q2 		$5.18M Sell
113,717
-137,817
-55% -$5.94M 0.97% 20
2024
Q1 		$10.5M Sell
251,534
-86,278
-26% -$3.52M 2.1% 11
2023
Q4 		$13.9M Sell
337,812
-163,358
-33% -$6.48M 2.86% 9
2023
Q3 		$19M Sell
501,170
-412
-0.1% -$16.8K 4.44% 6
2023
Q2 		$20.4M Buy
501,582
+6,594
+1% +$266K 5.33% 5
2023
Q1 		$20M Buy
494,988
+3,389
+0.7% +$138K 5.77% 5
2022
Q4 		$19.2M Buy
491,599
+21,642
+5% +$825K 6.03% 5
2022
Q3 		$17.1M Buy
469,957
+16,925
+4% +$687K 6.05% 5
2022
Q2 		$18.9M Sell
453,032
-3,618
-0.8% -$156K 6.39% 5
2022
Q1 		$21.1M Buy
456,650
+5,579
+1% +$268K 6% 5
2021
Q4 		$22.3M Buy
451,071
+46,416
+11% +$2.34M 6% 5
2021
Q3 		$20.2M Buy
404,655
+10,979
+3% +$567K 6.42% 5
2021
Q2 		$21.4M Buy
393,676
+27,519
+8% +$1.47M 7% 5
2021
Q1 		$19.1M Buy
366,157
+3,775
+1% +$201K 6.83% 4
2020
Q4 		$18.2M Buy
362,382
+15,336
+4% +$721K 6.82% 4
2020
Q3 		$15M Sell
347,046
-833
-0.2% -$36.2K 6.43% 5
2020
Q2 		$13.8M Sell
347,879
-53,186
-13% -$1.97M 6.42% 5
2020
Q1 		$13.5M Sell
401,065
-63,521
-14% -$2.59M 7.53% 5
2019
Q4 		$20.7M Buy
464,586
+18,717
+4% +$793K 9.56% 4
2019
Q3 		$17.9M Buy
445,869
+6,632
+2% +$274K 8.97% 4
2019
Q2 		$18.7M Buy
439,237
+19,916
+5% +$838K 9.59% 4
2019
Q1 		$17.8M Buy
419,321
+50,839
+14% +$2.09M 9.85% 4
2018
Q4 		$14M Sell
368,482
-4,838
-1% -$187K 8.75% 4
2018
Q3 		$15.3M Buy
373,320
+3,458
+0.9% +$145K 8.25% 4
2018
Q2 		$15.6M Buy
369,862
+5,246
+1% +$237K 9.18% 4
2018
Q1 		$17.1M Buy
+364,616
New +$17.5M 10.21% 4

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 $1.6B AUM 20.7% 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

Peninsula Wealth's VWO Position: Q4 2024 in Review

Peninsula Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.4% in Q4 2024, selling an estimated $110K and leaving 96,317 shares worth $4.24M. The position accounts for 0.72% of the portfolio, ranked #22.

Peninsula Wealth first reported a position in VWO in Q1 2018 and has held it in 28 quarters since. The position peaked at $22.3M in Q4 2021. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Peninsula Wealth held 96,317 shares of Vanguard FTSE Emerging Markets ETF worth $4.24M as of Q4 2024.
  • Peninsula Wealth sold 2,369 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $110K.
  • Vanguard FTSE Emerging Markets ETF made up 0.72% of Peninsula Wealth's portfolio in Q4 2024, its #22 holding.
  • Peninsula Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 28 quarters since.
  • Peninsula Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $22.3M in Q4 2021.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

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