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Peterson Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Peterson Financial Group’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 		$23.8K Buy
+498
New +$22.2K 0.09% 139
2022
Q3 		– Sell
-5,142
Closed -$214K – 81
2022
Q2 		$214K Buy
5,142
+383
+8% +$16.5K 0.2% 74
2022
Q1 		$220K Sell
4,759
-96
-2% -$4.62K 0.18% 77
2021
Q4 		$240K Buy
+4,855
New +$245K 0.2% 76

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
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

Peterson Financial Group's VWO Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024: 498 shares worth $23.8K. The stake represents 0.09% of the portfolio and ranks #139 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in VWO as recently as Q2 2022.

Peterson Financial Group first reported a position in VWO in Q4 2021 and has held it in 4 quarters since. The position peaked at $240K in Q4 2021. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Peterson Financial Group held 498 shares of Vanguard FTSE Emerging Markets ETF worth $23.8K as of Q3 2024.
  • Vanguard FTSE Emerging Markets ETF was a new Peterson Financial Group position in Q3 2024.
  • Vanguard FTSE Emerging Markets ETF made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #139 holding.
  • Peterson Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • Peterson Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $240K in Q4 2021.
  • 2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.