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Summit Rock Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Summit Rock 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
2024
Q3 		– Sell
-2,326,086
Closed -$102M – 8
2024
Q2 		$102M Sell
2,326,086
-196,663
-8% -$8.47M 31.47% 1
2024
Q1 		$105M Sell
2,522,749
-561,826
-18% -$22.9M 33.8% 1
2023
Q4 		$127M Buy
+3,084,575
New +$122M 58.46% 1

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
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
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Summit Rock Advisors's VWO Position: Q3 2024 in Review

Summit Rock Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 2,326,086 shares — an estimated $102M sold.

Summit Rock Advisors first reported a position in VWO in Q4 2023 and held it in 3 quarters. The position peaked at $127M in Q4 2023. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Summit Rock Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Rock Advisors sold 2,326,086 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $102M.
  • Summit Rock Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and held it in 3 quarters.
  • Summit Rock Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $127M in Q4 2023.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Summit Rock Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.