Sanctuary Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sanctuary Wealth Management’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	$35.4K	Buy	804 +436	+118%	+$20.3K	0.02%	107
2024 Q3	$17.6K	Sell	368 -135	-27%	-$6.01K	0.01%	157
2024 Q2	$22K	Buy	503 +368	+273%	+$15.9K	0.02%	128
2024 Q1	$5.64K	Hold	135	–	–	﹤0.01%	170
2023 Q4	$5.55K	Hold	135	–	–	0.01%	172
2023 Q3	$5.29K	Hold	135	–	–	0.01%	161
2023 Q2	$5.49K	Buy	+135	New	+$5.44K	0.01%	164
2022 Q4	$5.26K	Buy	+135	New	+$5.15K	0.01%	153
2020 Q1	–	Sell	-7,368	Closed	-$328K	–	29
2019 Q4	$328K	Buy	7,368 +1,601	+28%	+$67.8K	0.37%	14
2019 Q3	$232K	Sell	5,767 -226,831	-98%	-$9.36M	0.23%	22
2019 Q2	$9.89M	Buy	232,598 +219,634	+1,694%	+$9.24M	9.13%	2
2019 Q1	$494K	Hold	12,964	–	–	0.51%	10
2018 Q4	$494K	Sell	12,964 -237	-2%	-$9.18K	0.51%	10
2018 Q3	$541K	Sell	13,201 -1,650	-11%	-$69.4K	0.47%	11
2018 Q2	$627K	Sell	14,851 -179,281	-92%	-$8.1M	0.55%	10
2018 Q1	$9.12M	Buy	194,132 +18,336	+10%	+$879K	7.69%	4
2017 Q4	$8.07M	Buy	+175,796	New	+$7.86M	7.36%	4

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Sanctuary Wealth Management's VWO Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 118% in Q4 2024, buying an estimated $20.3K and bringing the position to 804 shares worth $35.4K. The position accounts for 0.02% of the portfolio, ranked #107.

Sanctuary Wealth Management first reported a position in VWO in Q4 2017 and has held it in 17 quarters since. The position peaked at $9.89M in Q2 2019. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

Sanctuary Wealth Management held 804 shares of Vanguard FTSE Emerging Markets ETF worth $35.4K as of Q4 2024.
Sanctuary Wealth Management bought 436 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $20.3K.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #107 holding.
Sanctuary Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 17 quarters since.
Sanctuary Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $9.89M in Q2 2019.
2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.