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Strategic Wealth Partners Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$230K Sell
5,496
-4,708
-46% -$192K 0.03% 68
2023
Q4 		$419K Sell
10,204
-5,161
-34% -$205K 0.05% 56
2023
Q3 		$602K Sell
15,365
-440
-3% -$18K 0.09% 47
2023
Q2 		$642K Sell
15,805
-334
-2% -$13.5K 0.09% 46
2023
Q1 		$640K Buy
16,139
+8,800
+120% +$359K 0.1% 43
2022
Q4 		$286K Buy
7,339
+9
+0.1% +$343 0.06% 47
2022
Q3 		$267K Sell
7,330
-5,707
-44% -$232K 0.06% 49
2022
Q2 		$543K Buy
13,037
+2,473
+23% +$107K 0.12% 36
2022
Q1 		$487K Sell
10,564
-1,104
-9% -$53.1K 0.09% 38
2021
Q4 		$577K Sell
11,668
-265
-2% -$13.4K 0.1% 42
2021
Q3 		$597K Buy
+11,933
New +$617K 0.11% 40
2021
Q1 		$643K Buy
12,363
+4
+0% +$213 0.13% 39
2020
Q4 		$619K Buy
12,359
+189
+2% +$8.88K 0.13% 38
2020
Q3 		$526K Sell
12,170
-3,588
-23% -$156K 0.13% 35
2020
Q2 		$624K Sell
15,758
-7,969
-34% -$295K 0.16% 39
2020
Q1 		$796K Buy
23,727
+6,084
+34% +$248K 0.23% 30
2019
Q4 		$785K Buy
+17,643
New +$747K 0.19% 31

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strategic Wealth Partners Group's VWO Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 46% in Q1 2024, selling an estimated $192K and leaving 5,496 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #68.

Strategic Wealth Partners Group first reported a position in VWO in Q4 2019 and has held it in 17 quarters since. The position peaked at $796K in Q1 2020. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Strategic Wealth Partners Group held 5,496 shares of Vanguard FTSE Emerging Markets ETF worth $230K as of Q1 2024.
  • Strategic Wealth Partners Group sold 4,708 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $192K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #68 holding.
  • Strategic Wealth Partners Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 17 quarters since.
  • Strategic Wealth Partners Group's Vanguard FTSE Emerging Markets ETF position peaked at $796K in Q1 2020.
  • 2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.