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Aris Wealth Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Aris Wealth Services’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
2015
Q3 		$16K Sell
472
-1,327
-74% -$48.2K 0.03% 187
2015
Q2 		$74K Buy
1,799
+14
+0.8% +$601 0.07% 167
2015
Q1 		$73K Buy
+1,785
New +$72.6K 0.07% 172

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aris Wealth Services's VWO Position: Q3 2015 in Review

Aris Wealth Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 74% in Q3 2015, selling an estimated $48.2K and leaving 472 shares worth $16K. The position accounts for 0.03% of the portfolio, ranked #187.

Aris Wealth Services first reported a position in VWO in Q1 2015 and has held it in 3 quarters since. The position peaked at $74K in Q2 2015. 827 funds tracked by Wall St. Rank hold VWO as of Q3 2015.

  • Aris Wealth Services held 472 shares of Vanguard FTSE Emerging Markets ETF worth $16K as of Q3 2015.
  • Aris Wealth Services sold 1,327 Vanguard FTSE Emerging Markets ETF shares in Q3 2015, an estimated $48.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #187 holding.
  • Aris Wealth Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Vanguard FTSE Emerging Markets ETF position peaked at $74K in Q2 2015.
  • 827 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.