Stone Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Stone Asset 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
2023 Q1	$3.31M	Sell	81,931 -67,133	-45%	-$2.74M	5.29%	8
2022 Q4	$5.81M	Sell	149,064 -21,564	-13%	-$822K	3.61%	11
2022 Q3	$6.23M	Sell	170,628 -6,919	-4%	-$281K	4.06%	11
2022 Q2	$7.39M	Buy	177,547 +12,272	+7%	+$530K	4.65%	7
2022 Q1	$7.62M	Buy	165,275 +6,933	+4%	+$334K	4.25%	9
2021 Q4	$7.83M	Buy	+158,342	New	+$7.98M	4.61%	9

Other funds holding VWO

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Stone Asset Management's VWO Position: Q1 2023 in Review

Stone Asset Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 45% in Q1 2023, selling an estimated $2.74M and leaving 81,931 shares worth $3.31M. The position accounts for 5.29% of the portfolio, ranked #8.

Stone Asset Management first reported a position in VWO in Q4 2021 and has held it in 6 quarters since. The position peaked at $7.83M in Q4 2021. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Stone Asset Management held 81,931 shares of Vanguard FTSE Emerging Markets ETF worth $3.31M as of Q1 2023.
Stone Asset Management sold 67,133 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $2.74M.
Vanguard FTSE Emerging Markets ETF made up 5.29% of Stone Asset Management's portfolio in Q1 2023, its #8 holding.
Stone Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $7.83M in Q4 2021.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.