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Bridgewater Wealth & Financial Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bridgewater Wealth & Financial Management’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
Q3 		– Sell
-5,985
Closed -$244K – 103
2017
Q2 		$244K Hold
5,985
– – 0.08% 105
2017
Q1 		$238K Sell
5,985
-919
-13% -$35.5K 0.09% 98
2016
Q4 		$247K Buy
6,904
+139
+2% +$5.09K 0.09% 94
2016
Q3 		$255K Sell
6,765
-748
-10% -$27.8K 0.09% 92
2016
Q2 		$265K Buy
7,513
+1
+0% +$34 0.1% 90
2016
Q1 		$260K Sell
7,512
-4
-0.1% -$125 0.09% 91
2015
Q4 		$246K Buy
7,516
+1,038
+16% +$35.7K 0.1% 78
2015
Q3 		$214K Buy
+6,478
New +$235K 0.09% 82
2015
Q1 		– Sell
-193,413
Closed -$7.74M – 94
2014
Q4 		$7.74M Buy
+193,413
New +$7.96M 3.15% 9

Other funds holding VWO

Wells Fargo
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bridgewater Wealth & Financial Management's VWO Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2017, closing a stake of 5,985 shares — an estimated $244K sold.

Bridgewater Wealth & Financial Management first reported a position in VWO in Q4 2014 and held it in 9 quarters. The position peaked at $7.74M in Q4 2014. 1,124 funds tracked by Wall St. Rank hold VWO as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 5,985 Vanguard FTSE Emerging Markets ETF shares in Q3 2017, an estimated $244K.
  • Bridgewater Wealth & Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and held it in 9 quarters.
  • Bridgewater Wealth & Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $7.74M in Q4 2014.
  • 1,124 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.