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Westover Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Westover Capital Advisors’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
Q1 		– Sell
-28,035
Closed -$1.15M – 200
2023
Q4 		$1.15M Buy
28,035
+2,499
+10% +$99.1K 0.38% 68
2023
Q3 		$1M Sell
25,536
-34
-0.1% -$1.39K 0.36% 67
2023
Q2 		$1.04M Buy
+25,570
New +$1.03M 0.36% 70
2022
Q3 		– Sell
-5,710
Closed -$238K – 171
2022
Q2 		$238K Sell
5,710
-142,242
-96% -$6.14M 0.09% 146
2022
Q1 		$6.83M Buy
147,952
+16,310
+12% +$785K 2.13% 10
2021
Q4 		$6.51M Sell
131,642
-4,587
-3% -$231K 1.9% 12
2021
Q3 		$6.81M Sell
136,229
-631
-0.5% -$32.6K 2.13% 9
2021
Q2 		$7.43M Buy
136,860
+3,081
+2% +$164K 2.38% 7
2021
Q1 		$6.96M Buy
133,779
+6,929
+5% +$369K 2.4% 7
2020
Q4 		$6.36M Buy
126,850
+1,959
+2% +$92K 2.29% 10
2020
Q3 		$5.4M Buy
124,891
+86,103
+222% +$3.74M 2.22% 12
2020
Q2 		$1.54M Buy
+38,788
New +$1.44M 0.72% 43
2018
Q3 		– Sell
-83,171
Closed -$3.51M – 125
2018
Q2 		$3.51M Buy
83,171
+9,440
+13% +$426K 1.89% 16
2018
Q1 		$3.46M Buy
73,731
+17,050
+30% +$818K 1.89% 17
2017
Q4 		$2.6M Buy
+56,681
New +$2.53M 1.43% 22
2015
Q1 		– Sell
-24,647
Closed -$986K – 93
2014
Q4 		$986K Sell
24,647
-8,758
-26% -$361K 0.84% 41
2014
Q3 		$1.39M Sell
33,405
-8,443
-20% -$375K 1.14% 33
2014
Q2 		$1.8M Sell
41,848
-464
-1% -$19.6K 1.52% 24
2014
Q1 		$1.72M Sell
42,312
-562
-1% -$21.8K 1.6% 27
2013
Q4 		$1.76M Sell
42,874
-1,597
-4% -$65.8K 1.68% 28
2013
Q3 		$1.78M Sell
44,471
-6,225
-12% -$246K 1.85% 27
2013
Q2 		$1.97M Buy
+50,696
New +$2.13M 1.93% 24

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Westover Capital Advisors's VWO Position: Q1 2024 in Review

Westover Capital Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 28,035 shares — an estimated $1.15M sold.

Westover Capital Advisors first reported a position in VWO in Q2 2013 and held it in 22 quarters. The position peaked at $7.43M in Q2 2021. 2,033 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Westover Capital Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 28,035 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $1.15M.
  • Westover Capital Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 22 quarters.
  • Westover Capital Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $7.43M in Q2 2021.
  • 2,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Westover Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.