WMS Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

WMS Partners’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	–	Sell	-22,855	Closed	-$1.01M	–	279
2024 Q4	$1.01M	Buy	22,855 +334	+1%	+$15.5K	0.06%	120
2024 Q3	$1.08M	Sell	22,521 -359	-2%	-$16K	0.06%	117
2024 Q2	$1M	Sell	22,880 -1,416	-6%	-$61K	0.06%	109
2024 Q1	$1.01M	Buy	24,296 +306	+1%	+$12.5K	0.07%	111
2023 Q4	$986K	Sell	23,990 -57	-0.2%	-$2.26K	0.07%	107
2023 Q3	$943K	Buy	24,047 +84	+0.4%	+$3.43K	0.07%	99
2023 Q2	$975K	Sell	23,963 -61	-0.3%	-$2.46K	0.08%	102
2023 Q1	$971K	Buy	24,024 +39	+0.2%	+$1.59K	0.09%	95
2022 Q4	$935K	Sell	23,985 -1,285	-5%	-$49K	0.09%	102
2022 Q3	$922K	Sell	25,270 -2,047	-7%	-$83.1K	0.13%	93
2022 Q2	$1.14M	Buy	27,317 +18,222	+200%	+$787K	0.18%	74
2022 Q1	$420K	Buy	+9,095	New	+$438K	0.06%	153
2021 Q4	–	Sell	-8,271	Closed	-$414K	–	295
2021 Q3	$414K	Buy	8,271 +367	+5%	+$19K	0.06%	171
2021 Q2	$429K	Buy	7,904 +1,233	+18%	+$65.7K	0.06%	159
2021 Q1	$347K	Buy	6,671 +1,129	+20%	+$60.1K	0.08%	159
2020 Q4	$278K	Buy	+5,542	New	+$260K	0.05%	193
2020 Q1	–	Sell	-27,645	Closed	-$1.23M	–	225
2019 Q4	$1.23M	Buy	27,645 +5,762	+26%	+$244K	0.27%	53
2019 Q3	$881K	Buy	21,883 +2,108	+11%	+$87K	0.21%	66
2019 Q2	$841K	Sell	19,775 -477	-2%	-$20.1K	0.21%	72
2019 Q1	$861K	Buy	20,252 +1,626	+9%	+$67K	0.21%	69
2018 Q4	$710K	Sell	18,626 -496	-3%	-$19.2K	0.2%	73
2018 Q3	$784K	Buy	19,122 +467	+3%	+$19.6K	0.09%	89
2018 Q2	$787K	Sell	18,655 -323	-2%	-$14.6K	0.09%	92
2018 Q1	$892K	Buy	18,978 +370	+2%	+$17.7K	0.11%	80
2017 Q4	$854K	Sell	18,608 -4	-0%	-$179	0.1%	86
2017 Q3	$811K	Buy	18,612 +621	+3%	+$26.9K	0.1%	90
2017 Q2	$735K	Sell	17,991 -905	-5%	-$36.7K	0.09%	90
2017 Q1	$751K	Sell	18,896 -5,499	-23%	-$212K	0.09%	87
2016 Q4	$873K	Buy	24,395 +7,825	+47%	+$287K	0.12%	78
2016 Q3	$624K	Buy	16,570 +4,486	+37%	+$167K	0.08%	96
2016 Q2	$426K	Buy	12,084 +3,476	+40%	+$119K	0.06%	126
2016 Q1	$298K	Buy	+8,608	New	+$270K	0.04%	157
2014 Q2	–	Sell	-13,550	Closed	-$550K	–	249
2014 Q1	$550K	Hold	13,550	–	–	0.09%	128
2013 Q4	$558K	Sell	13,550 -12,707	-48%	-$524K	0.09%	112
2013 Q3	$1.05M	Sell	26,257 -1,355	-5%	-$53.6K	0.2%	71
2013 Q2	$1.07M	Buy	+27,612	New	+$1.16M	0.2%	75

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

WMS Partners's VWO Position: Q1 2025 in Review

WMS Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 22,855 shares — an estimated $1.01M sold.

WMS Partners first reported a position in VWO in Q2 2013 and held it in 36 quarters. The position peaked at $1.23M in Q4 2019. 2,221 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

WMS Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 22,855 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $1.01M.
WMS Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 36 quarters.
WMS Partners's Vanguard FTSE Emerging Markets ETF position peaked at $1.23M in Q4 2019.
2,221 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.