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Bel Air Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bel Air Investment 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
2021
Q2 		$15.5M Sell
286,147
-1,837
-0.6% -$97.8K 0.47% 40
2021
Q1 		$15M Buy
+287,984
New +$15.3M 0.47% 44
2013
Q3 		– Sell
-17,007
Closed -$660K – 121
2013
Q2 		$660K Buy
+17,007
New +$713K 0.1% 69

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bel Air Investment Advisors's VWO Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.64% in Q2 2021, selling an estimated $97.8K and leaving 286,147 shares worth $15.5M. The position accounts for 0.47% of the portfolio, ranked #40.

Bel Air Investment Advisors first reported a position in VWO in Q2 2013 and has held it in 3 quarters since. 1,746 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

  • Bel Air Investment Advisors held 286,147 shares of Vanguard FTSE Emerging Markets ETF worth $15.5M as of Q2 2021.
  • Bel Air Investment Advisors sold 1,837 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $97.8K.
  • Vanguard FTSE Emerging Markets ETF made up 0.47% of Bel Air Investment Advisors's portfolio in Q2 2021, its #40 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 3 quarters since.
  • 1,746 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.