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

Berry 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
2020
Q4 		$5.25M Buy
104,820
+2,320
+2% +$109K 2.37% 12
2020
Q3 		$4.43M Buy
102,500
+2,326
+2% +$101K 2.38% 12
2020
Q2 		$3.97M Sell
100,174
-17,634
-15% -$653K 2.46% 13
2020
Q1 		$3.95M Sell
117,808
-4,333
-4% -$177K 2.98% 9
2019
Q4 		$5.43M Buy
+122,141
New +$5.17M 2.94% 8

Other funds holding VWO

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berry Group's VWO Position: Q4 2020 in Review

Berry Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.3% in Q4 2020, buying an estimated $109K and bringing the position to 104,820 shares worth $5.25M. The position accounts for 2.37% of the portfolio, ranked #12.

Berry Group first reported a position in VWO in Q4 2019 and has held it in 5 quarters since. The position peaked at $5.43M in Q4 2019. 1,666 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

  • Berry Group held 104,820 shares of Vanguard FTSE Emerging Markets ETF worth $5.25M as of Q4 2020.
  • Berry Group bought 2,320 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $109K.
  • Vanguard FTSE Emerging Markets ETF made up 2.37% of Berry Group's portfolio in Q4 2020, its #12 holding.
  • Berry Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Vanguard FTSE Emerging Markets ETF position peaked at $5.43M in Q4 2019.
  • 1,666 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.