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Sheaff Brock Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sheaff Brock 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
2023
Q3 		– Sell
-5,038
Closed -$205K – 490
2023
Q2 		$205K Sell
5,038
-198
-4% -$7.98K 0.02% 420
2023
Q1 		$212K Buy
+5,236
New +$213K 0.02% 419
2022
Q3 		– Sell
-4,999
Closed -$208K – 523
2022
Q2 		$208K Buy
4,999
+4
+0.1% +$173 0.02% 411
2022
Q1 		$230K Buy
4,995
+105
+2% +$5.05K 0.02% 437
2021
Q4 		$241K Sell
4,890
-86
-2% -$4.34K 0.02% 439
2021
Q3 		$249K Sell
4,976
-26
-0.5% -$1.34K 0.02% 428
2021
Q2 		$271K Buy
5,002
+18
+0.4% +$959 0.02% 390
2021
Q1 		$259K Buy
+4,984
New +$265K 0.02% 389
2020
Q4 		– Sell
-4,624
Closed -$200K – 511
2020
Q3 		$200K Buy
+4,624
New +$201K 0.02% 393
2020
Q2 		– Sell
-8,653
Closed -$290K – 478
2020
Q1 		$290K Sell
8,653
-617
-7% -$25.2K 0.04% 272
2019
Q4 		$412K Buy
9,270
+522
+6% +$22.1K 0.04% 278
2019
Q3 		$352K Sell
8,748
-1,100
-11% -$45.4K 0.04% 304
2019
Q2 		$419K Buy
9,848
+126
+1% +$5.3K 0.05% 278
2019
Q1 		$413K Hold
9,722
– – 0.05% 280
2018
Q4 		$370K Hold
9,722
– – 0.06% 274
2018
Q3 		$399K Buy
9,722
+193
+2% +$8.12K 0.04% 306
2018
Q2 		$402K Sell
9,529
-1,050
-10% -$47.4K 0.04% 305
2018
Q1 		$497K Buy
10,579
+865
+9% +$41.5K 0.05% 255
2017
Q4 		$446K Buy
9,714
+1,363
+16% +$60.9K 0.06% 274
2017
Q3 		$364K Buy
8,351
+287
+4% +$12.4K 0.05% 316
2017
Q2 		$329K Sell
8,064
-536
-6% -$21.7K 0.04% 362
2017
Q1 		$342K Sell
8,600
-15,342
-64% -$592K 0.04% 359
2016
Q4 		$857K Sell
23,942
-665
-3% -$24.4K 0.11% 194
2016
Q3 		$926K Sell
24,607
-397
-2% -$14.8K 0.12% 160
2016
Q2 		$881K Buy
25,004
+83
+0.3% +$2.84K 0.11% 182
2016
Q1 		$862K Sell
24,921
-123
-0.5% -$3.86K 0.11% 185
2015
Q4 		$819K Buy
+25,044
New +$862K 0.09% 216

Other funds holding VWO

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
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Sheaff Brock Investment Advisors's VWO Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 5,038 shares — an estimated $205K sold.

Sheaff Brock Investment Advisors first reported a position in VWO in Q4 2015 and held it in 27 quarters. The position peaked at $926K in Q3 2016. 1,913 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,038 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $205K.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 27 quarters.
  • Sheaff Brock Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $926K in Q3 2016.
  • 1,913 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.