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Sage Investment Advisers’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sage Investment Advisers’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
Q4 		– Sell
-16,751
Closed -$611K – 71
2022
Q3 		$611K Buy
16,751
+485
+3% +$19.7K 0.96% 33
2022
Q2 		$677K Buy
16,266
+505
+3% +$21.8K 1.06% 32
2022
Q1 		$727K Buy
15,761
+1,502
+11% +$72.3K 0.96% 34
2021
Q4 		$705K Buy
+14,259
New +$719K 0.91% 33

Other funds holding VWO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Sage Investment Advisers's VWO Position: Q4 2022 in Review

Sage Investment Advisers sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 16,751 shares — an estimated $611K sold.

Sage Investment Advisers first reported a position in VWO in Q4 2021 and held it in 4 quarters. The position peaked at $727K in Q1 2022. 1,902 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

  • Sage Investment Advisers reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Sage Investment Advisers sold 16,751 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $611K.
  • Sage Investment Advisers first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
  • Sage Investment Advisers's Vanguard FTSE Emerging Markets ETF position peaked at $727K in Q1 2022.
  • 1,902 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Sage Investment Advisers's 13F filing for Q4 2022, filed 13 Feb 2023.