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Appleton Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Appleton 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
2016
Q2 		– Sell
-247,931
Closed -$8.57M – 26
2016
Q1 		$8.57M Buy
+247,931
New +$7.77M 10.18% 6
2015
Q3 		– Sell
-211,263
Closed -$8.64M – 28
2015
Q2 		$8.64M Buy
211,263
+3,334
+2% +$143K 9.82% 6
2015
Q1 		$8.5M Buy
+207,929
New +$8.46M 9.04% 7
2014
Q4 		– Sell
-194,931
Closed -$8.13M – 25
2014
Q3 		$8.13M Buy
194,931
+1,283
+0.7% +$57K 10.27% 5
2014
Q2 		$8.35M Buy
+193,648
New +$8.16M 9.27% 6
2013
Q4 		– Sell
-139,745
Closed -$5.61M – 18
2013
Q3 		$5.61M Buy
+139,745
New +$5.53M 7.68% 7

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Appleton Group's VWO Position: Q2 2016 in Review

Appleton Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2016, closing a stake of 247,931 shares — an estimated $8.57M sold.

Appleton Group first reported a position in VWO in Q3 2013 and held it in 6 quarters. The position peaked at $8.64M in Q2 2015. 897 funds tracked by Wall St. Rank hold VWO as of Q2 2016.

  • Appleton Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2016 after selling out during the quarter.
  • Appleton Group sold 247,931 Vanguard FTSE Emerging Markets ETF shares in Q2 2016, an estimated $8.57M.
  • Appleton Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2013 and held it in 6 quarters.
  • Appleton Group's Vanguard FTSE Emerging Markets ETF position peaked at $8.64M in Q2 2015.
  • 897 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2016.

Based on Appleton Group's 13F filing for Q2 2016, filed 10 Aug 2016.