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Beacon Pointe Wealth Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.59M Buy
19,552
+13,320
+214% +$1.07M 0.29% 70
2019
Q3 		$503K Buy
+6,232
New +$503K 0.11% 157

Other funds holding VWOB

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
A
AdvicePeriod Los Angeles, California $1.54B AUM 29.32% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 214% in Q4 2019, buying an estimated $1.07M and bringing the position to 19,552 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #70.

Beacon Pointe Wealth Advisors first reported a position in VWOB in Q3 2019 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold VWOB as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 19,552 shares of Vanguard Emerging Markets Government Bond ETF worth $1.59M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 13,320 Vanguard Emerging Markets Government Bond ETF shares in Q4 2019, an estimated $1.07M.
  • Vanguard Emerging Markets Government Bond ETF made up 0.29% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #70 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2019.

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