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RE Dickinson Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$14.5M Buy
329,617
+10,489
+3% +$488K 8.19% 3
2024
Q3 		$15.3M Sell
319,128
-10,531
-3% -$469K 8.61% 3
2024
Q2 		$14.4M Sell
329,659
-8
-0% -$345 8.77% 3
2024
Q1 		$13.8M Sell
329,667
-22,168
-6% -$905K 8.61% 3
2023
Q4 		$14.5M Buy
351,835
+17,947
+5% +$712K 9.61% 3
2023
Q3 		$13.1M Buy
333,888
+17,974
+6% +$734K 9.19% 3
2023
Q2 		$12.9M Buy
315,914
+18,206
+6% +$734K 4.72% 3
2023
Q1 		$12M Buy
297,708
+35,421
+14% +$1.44M 4.06% 4
2022
Q4 		$10.2M Sell
262,287
-19,418
-7% -$740K 4.22% 5
2022
Q3 		$10.3M Buy
281,705
+10,461
+4% +$425K 8.48% 3
2022
Q2 		$11.3M Buy
271,244
+25,015
+10% +$1.08M 1.6% 5
2022
Q1 		$11.4M Buy
246,229
+52,350
+27% +$2.52M 7.64% 3
2021
Q4 		$9.59M Buy
+193,879
New +$9.78M 7.27% 4

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

RE Dickinson Investment Advisors's VWO Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.3% in Q4 2024, buying an estimated $488K and bringing the position to 329,617 shares worth $14.5M. The position accounts for 8.19% of the portfolio, ranked #3.

RE Dickinson Investment Advisors first reported a position in VWO in Q4 2021 and has held it in 13 quarters since. The position peaked at $15.3M in Q3 2024. 2,240 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • RE Dickinson Investment Advisors held 329,617 shares of Vanguard FTSE Emerging Markets ETF worth $14.5M as of Q4 2024.
  • RE Dickinson Investment Advisors bought 10,489 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $488K.
  • Vanguard FTSE Emerging Markets ETF made up 8.19% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #3 holding.
  • RE Dickinson Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $15.3M in Q3 2024.
  • 2,240 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.