BRF
VWO icon

B. Riley Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

B. Riley Financial’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
2018
Q4 		– Sell
-53,709
Closed -$2.2M – 201
2018
Q3 		$2.2M Sell
53,709
-2,942
-5% -$124K 0.63% 34
2018
Q2 		$2.39M Sell
56,651
-1,152
-2% -$52K 0.63% 38
2018
Q1 		$2.72M Buy
57,803
+944
+2% +$45.3K 0.76% 29
2017
Q4 		$2.61M Sell
56,859
-1,907
-3% -$85.2K 0.68% 31
2017
Q3 		$2.56M Buy
58,766
+6,213
+12% +$269K 0.7% 35
2017
Q2 		$2.15M Hold
52,553
– – 0.58% 40
2017
Q1 		$2.09M Buy
52,553
+2,114
+4% +$81.6K 1.05% 26
2016
Q4 		$1.8M Buy
50,439
+9,063
+22% +$332K 1.2% 24
2016
Q3 		$1.56M Sell
41,376
-528
-1% -$19.7K 1% 26
2016
Q2 		$1.48M Buy
41,904
+104
+0.2% +$3.55K 0.85% 31
2016
Q1 		$1.45M Buy
41,800
+6,163
+17% +$193K 1.06% 29
2015
Q4 		$1.17M Buy
+35,637
New +$1.23M 0.84% 35

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Financial's VWO Position: Q4 2018 in Review

B. Riley Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 53,709 shares — an estimated $2.2M sold.

B. Riley Financial first reported a position in VWO in Q4 2015 and held it in 12 quarters. The position peaked at $2.72M in Q1 2018. 1,370 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

  • B. Riley Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 53,709 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $2.2M.
  • B. Riley Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's Vanguard FTSE Emerging Markets ETF position peaked at $2.72M in Q1 2018.
  • 1,370 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.