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

Safeguard Financial’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
2025 Q1	$319K	Buy	7,045 +2,338	+50%	+$105K	0.07%	81
2024 Q4	$207K	Sell	4,707 -193	-4%	-$8.97K	0.05%	112
2024 Q3	$234K	Buy	+4,900	New	+$218K	0.06%	109
2024 Q1	–	Sell	-7,116	Closed	-$292K	–	84
2023 Q4	$292K	Buy	+7,116	New	+$282K	0.11%	63
2023 Q3	–	Sell	-5,184	Closed	-$210K	–	549
2023 Q2	$210K	Sell	5,184 -268	-5%	-$10.8K	0.1%	66
2023 Q1	$220K	Sell	5,452 -483	-8%	-$19.7K	0.13%	63
2022 Q4	$231K	Buy	+5,935	New	+$226K	0.17%	56

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Safeguard Financial's VWO Position: Q1 2025 in Review

Safeguard Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 50% in Q1 2025, buying an estimated $105K and bringing the position to 7,045 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #81.

Safeguard Financial first reported a position in VWO in Q4 2022 and has held it in 7 quarters since. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Safeguard Financial held 7,045 shares of Vanguard FTSE Emerging Markets ETF worth $319K as of Q1 2025.
Safeguard Financial bought 2,338 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $105K.
Vanguard FTSE Emerging Markets ETF made up 0.07% of Safeguard Financial's portfolio in Q1 2025, its #81 holding.
Safeguard Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 7 quarters since.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.