SWTS
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Stonehaven Wealth & Tax Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q1 		– Sell
-30,701
Closed -$1.35M – 91
2024
Q4 		$1.35M Buy
+30,701
New +$1.43M 1.47% 20

Other funds holding VWO

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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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's VWO Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 30,701 shares — an estimated $1.35M sold.

Stonehaven Wealth & Tax Solutions first reported a position in VWO in Q4 2024 and held it in 1 quarter. The position peaked at $1.35M in Q4 2024. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 30,701 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $1.35M.
  • Stonehaven Wealth & Tax Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Vanguard FTSE Emerging Markets ETF position peaked at $1.35M in Q4 2024.
  • 2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.