WFO
VWO icon

Wealthgate Family Office’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealthgate Family Office’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
Q3 		$1.98M Hold
41,461
– – 5.53% 6
2024
Q2 		$1.81M Hold
41,461
– – 4.46% 7
2024
Q1 		$1.73M Buy
41,461
+7
+0% +$286 4.5% 7
2023
Q4 		$1.7M Hold
41,454
– – 4.72% 7
2023
Q3 		$1.63M Hold
41,454
– – 5.05% 6
2023
Q2 		$1.69M Sell
41,454
-11,673
-22% -$471K 4.93% 6
2023
Q1 		$2.15M Sell
53,127
-33,079
-38% -$1.35M 6.17% 5
2022
Q4 		$3.36M Sell
86,206
-41,569
-33% -$1.58M 9.13% 3
2022
Q3 		$4.66M Sell
127,775
-357
-0.3% -$14.5K 12.4% 2
2022
Q2 		$5.34M Buy
128,132
+136
+0.1% +$5.87K 13.18% 2
2022
Q1 		$5.9M Buy
127,996
+52
+0% +$2.5K 11.84% 2
2021
Q4 		$6.33M Buy
127,944
+609
+0.5% +$30.7K 9.85% 2
2021
Q3 		$6.37M Buy
127,335
+899
+0.7% +$46.5K 9.79% 2
2021
Q2 		$6.87M Buy
126,436
+93
+0.1% +$4.95K 13.54% 2
2021
Q1 		$6.58M Buy
126,343
+23
+0% +$1.22K 8.94% 2
2020
Q4 		$6.33M Buy
+126,320
New +$5.93M 9.47% 2

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthgate Family Office's VWO Position: Q3 2024 in Review

Wealthgate Family Office held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2024 at 41,461 shares worth $1.98M. The position accounts for 5.53% of the portfolio, ranked #6.

Wealthgate Family Office first reported a position in VWO in Q4 2020 and has held it in 16 quarters since. The position peaked at $6.87M in Q2 2021. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Wealthgate Family Office held 41,461 shares of Vanguard FTSE Emerging Markets ETF worth $1.98M as of Q3 2024.
  • Wealthgate Family Office left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2024.
  • Vanguard FTSE Emerging Markets ETF made up 5.53% of Wealthgate Family Office's portfolio in Q3 2024, its #6 holding.
  • Wealthgate Family Office first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 16 quarters since.
  • Wealthgate Family Office's Vanguard FTSE Emerging Markets ETF position peaked at $6.87M in Q2 2021.
  • 2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.