VisionPoint Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

VisionPoint Advisory Group’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
2025 Q1	–	Sell	-1,836	Closed	-$80.6K	–	316
2024 Q4	$80.6K	Buy	+1,836	New	+$85.3K	0.03%	247
2024 Q3	–	Sell	-354	Closed	-$15.5K	–	773
2024 Q2	$15.5K	Buy	354 +319	+911%	+$13.7K	0.01%	432
2024 Q1	$1.46K	Buy	+35	New	+$1.43K	﹤0.01%	705
2023 Q4	–	Sell	-1,528	Closed	-$59.9K	–	895
2023 Q3	$59.9K	Buy	1,528 +1,502	+5,777%	+$61.3K	0.03%	229
2023 Q2	$1.06K	Buy	+26	New	+$1.05K	﹤0.01%	499
2021 Q3	–	Sell	-67,330	Closed	-$3.66M	–	112
2021 Q2	$3.66M	Buy	67,330 +16,466	+32%	+$877K	1.63%	20
2021 Q1	$2.65M	Buy	50,864 +18,915	+59%	+$1.01M	1.27%	25
2020 Q4	$1.6M	Buy	+31,949	New	+$1.5M	0.81%	31

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

VisionPoint Advisory Group's VWO Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 1,836 shares — an estimated $80.6K sold.

VisionPoint Advisory Group first reported a position in VWO in Q4 2020 and held it in 8 quarters. The position peaked at $3.66M in Q2 2021. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

VisionPoint Advisory Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 1,836 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $80.6K.
VisionPoint Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
VisionPoint Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $3.66M in Q2 2021.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.