Beacon Pointe Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$8.9M	Buy	200,197 +3,722	+2%	+$158K	1.64%	15
2019 Q3	$7.9M	Buy	196,475 +12,827	+7%	+$529K	1.66%	15
2019 Q2	$7.82M	Buy	183,648 +3,938	+2%	+$166K	1.65%	16
2019 Q1	$7.64M	Buy	179,710 +147,184	+453%	+$6.06M	1.74%	16
2018 Q4	$1.24M	Buy	+32,526	New	+$1.26M	0.45%	54

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Pointe Wealth Advisors's VWO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.9% in Q4 2019, buying an estimated $158K and bringing the position to 200,197 shares worth $8.9M. The position accounts for 1.64% of the portfolio, ranked #15.

Beacon Pointe Wealth Advisors first reported a position in VWO in Q4 2018 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

Beacon Pointe Wealth Advisors held 200,197 shares of Vanguard FTSE Emerging Markets ETF worth $8.9M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 3,722 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $158K.
Vanguard FTSE Emerging Markets ETF made up 1.64% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #15 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 5 quarters since.
1,552 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.