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Bivin & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bivin & Associates’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
2022
Q2 		$20K Hold
492
– – 0.02% 135
2022
Q1 		$23K Sell
492
-5,055
-91% -$243K 0.02% 138
2021
Q4 		$274K Buy
+5,547
New +$280K 0.24% 49

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bivin & Associates's VWO Position: Q2 2022 in Review

Bivin & Associates held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2022 at 492 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #135.

Bivin & Associates first reported a position in VWO in Q4 2021 and has held it in 3 quarters since. The position peaked at $274K in Q4 2021. 1,860 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

  • Bivin & Associates held 492 shares of Vanguard FTSE Emerging Markets ETF worth $20K as of Q2 2022.
  • Bivin & Associates left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2022.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #135 holding.
  • Bivin & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Vanguard FTSE Emerging Markets ETF position peaked at $274K in Q4 2021.
  • 1,860 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.