Radnor Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Radnor Financial Advisors’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
2022 Q3	$15.5M	Buy	424,260 +21,640	+5%	+$879K	5.44%	7
2022 Q2	$16.8M	Buy	402,620 +11,890	+3%	+$513K	5.77%	7
2022 Q1	$18M	Buy	390,730 +16,154	+4%	+$777K	6.56%	6
2021 Q4	$18.5M	Buy	374,576 +15,178	+4%	+$765K	6.58%	7
2021 Q3	$18M	Buy	359,398 +19,924	+6%	+$1.03M	6.49%	8
2021 Q2	$18.4M	Buy	339,474 +511	+0.2%	+$27.2K	6.64%	8
2021 Q1	$17.7M	Buy	338,963 +8,131	+2%	+$433K	7.74%	5
2020 Q4	$16.6M	Buy	330,832 +8,029	+2%	+$377K	7.7%	6
2020 Q3	$14M	Sell	322,803 -6,782	-2%	-$295K	7.99%	6
2020 Q2	$13.1M	Sell	329,585 -4,358	-1%	-$161K	7.82%	6
2020 Q1	$11.2M	Buy	333,943 +196,511	+143%	+$8.01M	9.52%	5
2019 Q4	$6.11M	Buy	+137,432	New	+$5.82M	4.18%	7

Other funds holding VWO

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Radnor Financial Advisors's VWO Position: Q3 2022 in Review

Radnor Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.4% in Q3 2022, buying an estimated $879K and bringing the position to 424,260 shares worth $15.5M. The position accounts for 5.44% of the portfolio, ranked #7.

Radnor Financial Advisors first reported a position in VWO in Q4 2019 and has held it in 12 quarters since. The position peaked at $18.5M in Q4 2021. 1,780 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Radnor Financial Advisors held 424,260 shares of Vanguard FTSE Emerging Markets ETF worth $15.5M as of Q3 2022.
Radnor Financial Advisors bought 21,640 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $879K.
Vanguard FTSE Emerging Markets ETF made up 5.44% of Radnor Financial Advisors's portfolio in Q3 2022, its #7 holding.
Radnor Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 12 quarters since.
Radnor Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $18.5M in Q4 2021.
1,780 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.