BCM
VWO icon

BTR Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

BTR Capital 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
2016
Q1 		– Sell
-7,697
Closed -$252K – 167
2015
Q4 		$252K Sell
7,697
-18,640
-71% -$642K 0.06% 146
2015
Q3 		$871K Sell
26,337
-8,475
-24% -$308K 0.21% 85
2015
Q2 		$1.42M Buy
34,812
+3,540
+11% +$152K 0.33% 68
2015
Q1 		$1.28M Buy
+31,272
New +$1.27M 0.31% 70
2013
Q3 		– Sell
-12,030
Closed -$467K – 144
2013
Q2 		$467K Buy
+12,030
New +$504K 0.15% 97

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $501B 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return