Clarfeld Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$767K	Buy	+20,121	New	+$779K	0.64%	21

Other funds holding VWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clarfeld Financial Advisors's VWO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018: 20,121 shares worth $767K. The stake represents 0.64% of the portfolio and ranks #21 among its holdings.

1,371 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

Clarfeld Financial Advisors held 20,121 shares of Vanguard FTSE Emerging Markets ETF worth $767K as of Q4 2018.
Vanguard FTSE Emerging Markets ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard FTSE Emerging Markets ETF made up 0.64% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #21 holding.
1,371 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.