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Cardinal Point Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cardinal Point Wealth 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
2021
Q3 		$409K Hold
8,171
– – 0.19% 27
2021
Q2 		$444K Buy
8,171
+1,217
+18% +$64.8K 0.2% 31
2021
Q1 		$362K Hold
6,954
– – 0.18% 28
2020
Q4 		$348K Buy
+6,954
New +$327K 0.18% 29

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Cardinal Point Wealth Management's VWO Position: Q3 2021 in Review

Cardinal Point Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2021 at 8,171 shares worth $409K. The position accounts for 0.19% of the portfolio, ranked #27.

Cardinal Point Wealth Management first reported a position in VWO in Q4 2020 and has held it in 4 quarters since. The position peaked at $444K in Q2 2021. 1,701 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

  • Cardinal Point Wealth Management held 8,171 shares of Vanguard FTSE Emerging Markets ETF worth $409K as of Q3 2021.
  • Cardinal Point Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2021.
  • Vanguard FTSE Emerging Markets ETF made up 0.19% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #27 holding.
  • Cardinal Point Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $444K in Q2 2021.
  • 1,701 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.