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Stillwater Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Stillwater Capital 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
Q4 		– Sell
-27,172
Closed -$1.07M – 74
2023
Q3 		$1.07M Buy
27,172
+339
+1% +$13.8K 0.19% 47
2023
Q2 		$1.09M Sell
26,833
-302
-1% -$12.2K 0.19% 48
2023
Q1 		$1.1M Buy
27,135
+2,502
+10% +$102K 0.21% 46
2022
Q4 		$960K Sell
24,633
-2,515
-9% -$95.9K 0.2% 47
2022
Q3 		$991K Sell
27,148
-42
-0.2% -$1.71K 0.23% 47
2022
Q2 		$1.13M Buy
27,190
+4,353
+19% +$188K 0.21% 49
2022
Q1 		$1.05M Sell
22,837
-23,847
-51% -$1.15M 0.17% 52
2021
Q4 		$2.31M Buy
46,684
+511
+1% +$25.8K 0.35% 42
2021
Q3 		$2.31M Sell
46,173
-12,933
-22% -$668K 0.38% 43
2021
Q2 		$3.21M Buy
59,106
+995
+2% +$53K 0.53% 39
2021
Q1 		$3.02M Buy
58,111
+22,838
+65% +$1.22M 0.55% 39
2020
Q4 		$1.77M Buy
35,273
+521
+1% +$24.5K 0.34% 42
2020
Q3 		$1.5M Sell
34,752
-1,885
-5% -$81.9K 0.33% 39
2020
Q2 		$1.45M Buy
36,637
+434
+1% +$16.1K 0.35% 40
2020
Q1 		$1.22M Buy
36,203
+1,381
+4% +$56.3K 0.36% 41
2019
Q4 		$1.55M Buy
34,822
+4,745
+16% +$201K 0.35% 44
2019
Q3 		$1.21M Sell
30,077
-2,886
-9% -$119K 0.31% 45
2019
Q2 		$1.4M Sell
32,963
-2,971
-8% -$125K 0.35% 46
2019
Q1 		$1.53M Sell
35,934
-552
-2% -$22.7K 0.33% 51
2018
Q4 		$1.39M Sell
36,486
-2,825
-7% -$109K 0.35% 50
2018
Q3 		$1.61M Sell
39,311
-19,705
-33% -$829K 0.33% 49
2018
Q2 		$2.49M Sell
59,016
-26,299
-31% -$1.19M 0.59% 42
2018
Q1 		$4.01M Buy
85,315
+5,767
+7% +$277K 0.96% 33
2017
Q4 		$3.65M Buy
79,548
+42,982
+118% +$1.92M 0.86% 35
2017
Q3 		$1.59M Sell
36,566
-18,887
-34% -$817K 0.41% 44
2017
Q2 		$2.26M Buy
55,453
+18,845
+51% +$764K 0.57% 39
2017
Q1 		$1.45M Buy
36,608
+16,108
+79% +$622K 0.39% 47
2016
Q4 		$733K Hold
20,500
– – 0.2% 55
2016
Q3 		$771K Hold
20,500
– – 0.22% 54
2016
Q2 		$722K Hold
20,500
– – 0.22% 53
2016
Q1 		$709K Hold
20,500
– – 0.21% 56
2015
Q4 		$671K Hold
20,500
– – 0.21% 53
2015
Q3 		$678K Hold
20,500
– – 0.23% 47
2015
Q2 		$838K Sell
20,500
-150
-0.7% -$6.44K 0.24% 47
2015
Q1 		$844K Hold
20,650
– – 0.26% 44
2014
Q4 		$826K Sell
20,650
-310
-1% -$12.8K 0.25% 46
2014
Q3 		$874K Hold
20,960
– – 0.29% 44
2014
Q2 		$904K Buy
20,960
+700
+3% +$29.5K 0.31% 44
2014
Q1 		$822K Sell
20,260
-110
-0.5% -$4.27K 0.3% 44
2013
Q4 		$838K Buy
+20,370
New +$840K 0.32% 43

Other funds holding VWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Stillwater Capital Advisors's VWO Position: Q4 2023 in Review

Stillwater Capital Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 27,172 shares — an estimated $1.07M sold.

Stillwater Capital Advisors first reported a position in VWO in Q4 2013 and held it in 40 quarters. The position peaked at $4.01M in Q1 2018. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

  • Stillwater Capital Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Stillwater Capital Advisors sold 27,172 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $1.07M.
  • Stillwater Capital Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and held it in 40 quarters.
  • Stillwater Capital Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $4.01M in Q1 2018.
  • 2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Stillwater Capital Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.