WLG
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Williamson Legacy Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Williamson Legacy 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
2024
Q4 		– Sell
-4,823
Closed -$231K – 135
2024
Q3 		$231K Buy
+4,823
New +$215K 0.15% 103

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Williamson Legacy Group's VWO Position: Q4 2024 in Review

Williamson Legacy Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 4,823 shares — an estimated $231K sold.

Williamson Legacy Group first reported a position in VWO in Q3 2024 and held it in 1 quarter. The position peaked at $231K in Q3 2024. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Williamson Legacy Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 4,823 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $231K.
  • Williamson Legacy Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2024 and held it in 1 quarter.
  • Williamson Legacy Group's Vanguard FTSE Emerging Markets ETF position peaked at $231K in Q3 2024.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Williamson Legacy Group's 13F filing for Q4 2024, filed 5 Feb 2025.