Wade Financial Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wade Financial Advisory’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	$2.09M	Sell	46,257 -532	-1%	-$23.9K	0.72%	26
2024 Q4	$2.06M	Hold	46,789	–	–	0.7%	25
2024 Q3	$2.24M	Sell	46,789 -940	-2%	-$41.8K	0.75%	24
2024 Q2	$2.09M	Sell	47,729 -207	-0.4%	-$8.92K	0.75%	25
2024 Q1	$2M	Sell	47,936 -6,422	-12%	-$262K	0.73%	26
2023 Q4	$2.23M	Sell	54,358 -1,270	-2%	-$50.4K	0.84%	27
2023 Q3	$2.18M	Sell	55,628 -2,754	-5%	-$112K	0.93%	25
2023 Q2	$2.37M	Sell	58,382 -534	-0.9%	-$21.5K	0.94%	26
2023 Q1	$2.38M	Sell	58,916 -1,879	-3%	-$76.6K	1%	27
2022 Q4	$2.37M	Sell	60,795 -2,276	-4%	-$86.8K	1.07%	26
2022 Q3	$2.3M	Sell	63,071 -1,523	-2%	-$61.8K	1.15%	24
2022 Q2	$2.69M	Buy	64,594 +3,989	+7%	+$172K	1.28%	25
2022 Q1	$2.8M	Buy	60,605 +16,282	+37%	+$783K	1.2%	23
2021 Q4	$2.19M	Buy	44,323 +6	+0%	+$303	1.14%	26
2021 Q3	$2.22M	Buy	44,317 +715	+2%	+$36.9K	1.25%	23
2021 Q2	$2.37M	Buy	43,602 +1,762	+4%	+$93.8K	1.3%	22
2021 Q1	$2.18M	Buy	41,840 +531	+1%	+$28.3K	1.38%	22
2020 Q4	$2.07M	Sell	41,309 -429	-1%	-$20.2K	1.39%	22
2020 Q3	$1.8M	Sell	41,738 -113	-0.3%	-$4.91K	1.42%	24
2020 Q2	$1.66M	Sell	41,851 -300	-0.7%	-$11.1K	1.43%	25
2020 Q1	$1.41M	Sell	42,151 -3,943	-9%	-$161K	1.41%	26
2019 Q4	$2.05M	Buy	+46,094	New	+$1.95M	1.81%	14

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

Wade Financial Advisory's VWO Position: Q1 2025 in Review

Wade Financial Advisory reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q1 2025, selling an estimated $23.9K and leaving 46,257 shares worth $2.09M. The position accounts for 0.72% of the portfolio, ranked #26.

Wade Financial Advisory first reported a position in VWO in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.8M in Q1 2022. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Wade Financial Advisory held 46,257 shares of Vanguard FTSE Emerging Markets ETF worth $2.09M as of Q1 2025.
Wade Financial Advisory sold 532 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $23.9K.
Vanguard FTSE Emerging Markets ETF made up 0.72% of Wade Financial Advisory's portfolio in Q1 2025, its #26 holding.
Wade Financial Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $2.8M in Q1 2022.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.