SWM
VWO icon

Sugarloaf Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$170K Sell
3,858
-975
-20% -$45.3K 0.03% 186
2024
Q3 		$231K Buy
4,833
+888
+23% +$39.5K 0.04% 144
2024
Q2 		$173K Buy
3,945
+854
+28% +$36.8K 0.04% 166
2024
Q1 		$129K Sell
3,091
-3,881
-56% -$158K 0.03% 203
2023
Q4 		$287K Buy
6,972
+3,427
+97% +$136K 0.07% 106
2023
Q3 		$139K Buy
3,545
+901
+34% +$36.8K 0.04% 182
2023
Q2 		$108K Buy
2,644
+1,291
+95% +$52K 0.03% 199
2023
Q1 		$54.7K Buy
1,353
+368
+37% +$15K 0.01% 277
2022
Q4 		$38.4K Buy
985
+815
+479% +$31.1K 0.01% 322
2022
Q3 		$7K Buy
170
+70
+70% +$2.84K ﹤0.01% 575
2022
Q2 		$4K Sell
100
-288
-74% -$12.4K ﹤0.01% 646
2022
Q1 		$18K Buy
388
+1
+0.3% +$48 ﹤0.01% 427
2021
Q4 		$19K Buy
387
+3
+0.8% +$151 ﹤0.01% 438
2021
Q3 		$19K Buy
384
+2
+0.5% +$103 0.01% 438
2021
Q2 		$21K Buy
382
+367
+2,447% +$19.5K 0.01% 409
2021
Q1 		$20 Sell
15
-365
-96% -$19.4K 0.01% 409
2020
Q4 		$19K Buy
380
+2
+0.5% +$94 0.01% 394
2020
Q3 		$16K Sell
378
-9
-2% -$391 0.01% 393
2020
Q2 		$15K Buy
387
+1
+0.3% +$37 0.01% 394
2020
Q1 		$13K Sell
386
-71
-16% -$2.89K 0.01% 402
2019
Q4 		$20K Buy
+457
New +$19.4K 0.01% 371

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's VWO Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q4 2024, selling an estimated $45.3K and leaving 3,858 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #186.

Sugarloaf Wealth Management first reported a position in VWO in Q4 2019 and has held it in 21 quarters since. The position peaked at $287K in Q4 2023. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Sugarloaf Wealth Management held 3,858 shares of Vanguard FTSE Emerging Markets ETF worth $170K as of Q4 2024.
  • Sugarloaf Wealth Management sold 975 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $45.3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #186 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $287K in Q4 2023.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.