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

Tiedemann 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
2023
Q3 		$1.6M Sell
40,791
-6,460
-14% -$264K 0.07% 91
2023
Q2 		$1.92M Sell
47,251
-37,064
-44% -$1.49M 0.08% 77
2023
Q1 		$3.41M Sell
84,315
-25,705
-23% -$1.05M 0.15% 58
2022
Q4 		$4.29M Sell
110,020
-29,275
-21% -$1.12M 0.21% 45
2022
Q3 		$5.08M Sell
139,295
-48,058
-26% -$1.95M 0.31% 39
2022
Q2 		$7.8M Sell
187,353
-55,891
-23% -$2.41M 0.59% 27
2022
Q1 		$11.2M Buy
243,244
+108,665
+81% +$5.23M 0.57% 25
2021
Q4 		$6.66M Buy
134,579
+105,009
+355% +$5.3M 0.32% 42
2021
Q3 		$1.48M Sell
29,570
-31,964
-52% -$1.65M 0.08% 106
2021
Q2 		$3.34M Sell
61,534
-1,029
-2% -$54.8K 0.13% 77
2021
Q1 		$3.26M Sell
62,563
-74,389
-54% -$3.96M 0.14% 73
2020
Q4 		$6.86M Buy
136,952
+73,350
+115% +$3.45M 0.33% 39
2020
Q3 		$2.75M Sell
63,602
-12,164
-16% -$529K 0.13% 102
2020
Q2 		$3M Sell
75,766
-91,983
-55% -$3.41M 0.16% 90
2020
Q1 		$5.63M Sell
167,749
-57,537
-26% -$2.35M 0.36% 50
2019
Q4 		$10M Buy
225,286
+2,298
+1% +$97.4K 0.48% 44
2019
Q3 		$8.98M Buy
222,988
+20,404
+10% +$842K 0.43% 48
2019
Q2 		$8.62M Sell
202,584
-76,050
-27% -$3.2M 0.43% 45
2019
Q1 		$11.8M Sell
278,634
-225,928
-45% -$9.3M 0.56% 42
2018
Q4 		$19.2M Buy
504,562
+453,721
+892% +$17.6M 0.98% 23
2018
Q3 		$2.11M Sell
50,841
-96,140
-65% -$4.04M 0.12% 108
2018
Q2 		$6.2M Buy
146,981
+121,563
+478% +$5.49M 0.4% 55
2018
Q1 		$1.2M Buy
25,418
+6,380
+34% +$306K 0.08% 130
2017
Q4 		$875K Buy
+19,038
New +$851K 0.07% 126

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Tiedemann Advisors's VWO Position: Q3 2023 in Review

Tiedemann Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 14% in Q3 2023, selling an estimated $264K and leaving 40,791 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #91.

Tiedemann Advisors first reported a position in VWO in Q4 2017 and has held it in 24 quarters since. The position peaked at $19.2M in Q4 2018. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Tiedemann Advisors held 40,791 shares of Vanguard FTSE Emerging Markets ETF worth $1.6M as of Q3 2023.
  • Tiedemann Advisors sold 6,460 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $264K.
  • Vanguard FTSE Emerging Markets ETF made up 0.07% of Tiedemann Advisors's portfolio in Q3 2023, its #91 holding.
  • Tiedemann Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 24 quarters since.
  • Tiedemann Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $19.2M in Q4 2018.
  • 1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.