VFPI
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Vantage Financial Partners (Illinois)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$443K Sell
10,120
-685
-6% -$29.5K 0.11% 81
2024
Q1 		$451K Sell
10,805
-16,550
-61% -$675K 0.12% 79
2023
Q4 		$1.12M Buy
27,355
+19,270
+238% +$764K 0.34% 49
2023
Q3 		$317K Buy
8,085
+40
+0.5% +$1.63K 0.18% 77
2023
Q2 		$327K Sell
8,045
-900
-10% -$36.3K 0.18% 76
2023
Q1 		$361K Sell
8,945
-92,340
-91% -$3.76M 0.21% 72
2022
Q4 		$3.95M Buy
+101,285
New +$3.86M 2.27% 9

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s VWO Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.3% in Q2 2024, selling an estimated $29.5K and leaving 10,120 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #81.

Vantage Financial Partners (Illinois) first reported a position in VWO in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.95M in Q4 2022. 2,052 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 10,120 shares of Vanguard FTSE Emerging Markets ETF worth $443K as of Q2 2024.
  • Vantage Financial Partners (Illinois) sold 685 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $29.5K.
  • Vanguard FTSE Emerging Markets ETF made up 0.11% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #81 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 7 quarters since.
  • Vantage Financial Partners (Illinois)'s Vanguard FTSE Emerging Markets ETF position peaked at $3.95M in Q4 2022.
  • 2,052 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.