Violich Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Violich Capital 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
2023 Q4	–	Sell	-8,590	Closed	-$337K	–	105
2023 Q3	$337K	Sell	8,590 -1,000	-10%	-$40.8K	0.06%	84
2023 Q2	$390K	Hold	9,590	–	–	0.06%	84
2023 Q1	$387K	Hold	9,590	–	–	0.07%	82
2022 Q4	$374K	Sell	9,590 -3,115	-25%	-$119K	0.07%	83
2022 Q3	$464K	Sell	12,705 -5,875	-32%	-$239K	0.09%	76
2022 Q2	$774K	Hold	18,580	–	–	0.14%	65
2022 Q1	$857K	Sell	18,580 -4,175	-18%	-$201K	0.13%	69
2021 Q4	$1.13M	Sell	22,755 -17,090	-43%	-$862K	0.16%	64
2021 Q3	$1.99M	Buy	39,845 +350	+0.9%	+$18.1K	0.32%	45
2021 Q2	$2.15M	Sell	39,495 -4,100	-9%	-$218K	0.36%	42
2021 Q1	$2.27M	Buy	+43,595	New	+$2.32M	0.41%	40
2014 Q1	–	Sell	-7,460	Closed	-$307K	–	107
2013 Q4	$307K	Sell	7,460 -1,030	-12%	-$42.5K	0.11%	81
2013 Q3	$341K	Sell	8,490 -300	-3%	-$11.9K	0.13%	78
2013 Q2	$341K	Buy	+8,790	New	+$369K	0.14%	79

Other funds holding VWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Violich Capital Management's VWO Position: Q4 2023 in Review

Violich Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 8,590 shares — an estimated $337K sold.

Violich Capital Management first reported a position in VWO in Q2 2013 and held it in 14 quarters. The position peaked at $2.27M in Q1 2021. 2,050 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Violich Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Violich Capital Management sold 8,590 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $337K.
Violich Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 14 quarters.
Violich Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.27M in Q1 2021.
2,050 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Violich Capital Management's 13F filing for Q4 2023, filed 26 Jan 2024.