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Bellwether Investment Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-175
Closed -$6K – 951
2016
Q4 		$6K Buy
+175
New +$6.41K 0.01% 765
2016
Q2 		$6K Buy
+175
New +$5.98K 0.01% 486

Other funds holding VWO

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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
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bellwether Investment Group's VWO Position: Q1 2017 in Review

Bellwether Investment Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2017, closing a stake of 175 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in VWO in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 1,060 funds tracked by Wall St. Rank hold VWO as of Q1 2017.

  • Bellwether Investment Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 175 Vanguard FTSE Emerging Markets ETF shares in Q1 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Vanguard FTSE Emerging Markets ETF position peaked at $6K in Q4 2016.
  • 1,060 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.