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Wealthsimple’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealthsimple’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
2022
Q3 		$284K Sell
7,795
-199
-2% -$8.08K 0.01% 31
2022
Q2 		$333K Sell
7,994
-95
-1% -$4.1K 0.01% 27
2022
Q1 		$373K Sell
8,089
-45
-0.6% -$2.17K 0.01% 28
2021
Q4 		$402K Buy
+8,134
New +$410K 0.01% 24

Other funds holding VWO

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthsimple's VWO Position: Q3 2022 in Review

Wealthsimple reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.5% in Q3 2022, selling an estimated $8.08K and leaving 7,795 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #31.

Wealthsimple first reported a position in VWO in Q4 2021 and has held it in 4 quarters since. The position peaked at $402K in Q4 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • Wealthsimple held 7,795 shares of Vanguard FTSE Emerging Markets ETF worth $284K as of Q3 2022.
  • Wealthsimple sold 199 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $8.08K.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Wealthsimple's portfolio in Q3 2022, its #31 holding.
  • Wealthsimple first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Vanguard FTSE Emerging Markets ETF position peaked at $402K in Q4 2021.
  • 1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.