TRIA
VWO icon

Trail Ridge Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Trail Ridge Investment 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
2022
Q2 		– Sell
-4,700
Closed -$217K – 145
2022
Q1 		$217K Sell
4,700
-3
-0.1% -$144 0.13% 130
2021
Q4 		$233K Buy
+4,703
New +$237K 0.14% 127

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Trail Ridge Investment Advisors's VWO Position: Q2 2022 in Review

Trail Ridge Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 4,700 shares — an estimated $217K sold.

Trail Ridge Investment Advisors first reported a position in VWO in Q4 2021 and held it in 2 quarters. The position peaked at $233K in Q4 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

  • Trail Ridge Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 4,700 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $217K.
  • Trail Ridge Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • Trail Ridge Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $233K in Q4 2021.
  • 1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.