Constellation Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Constellation Wealth 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
2015 Q3	$2.37M	Buy	71,689 +47,081	+191%	+$1.71M	0.26%	51
2015 Q2	$1.01M	Sell	24,608 -9,423	-28%	-$405K	0.09%	124
2015 Q1	$1.39M	Buy	34,031 +455	+1%	+$18.5K	0.12%	115
2014 Q4	$1.34M	Sell	33,576 -18,257	-35%	-$752K	0.11%	93
2014 Q3	$2.16M	Buy	51,833 +15,127	+41%	+$672K	0.2%	78
2014 Q2	$1.58M	Buy	36,706 +1,265	+4%	+$53.3K	0.18%	93
2014 Q1	$1.44M	Sell	35,441 -26,372	-43%	-$1.02M	0.14%	116
2013 Q4	$2.54M	Buy	61,813 +47,377	+328%	+$1.95M	0.24%	97
2013 Q3	$579K	Buy	+14,436	New	+$571K	0.07%	133

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Constellation Wealth Advisors's VWO Position: Q3 2015 in Review

Constellation Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 191% in Q3 2015, buying an estimated $1.71M and bringing the position to 71,689 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #51.

Constellation Wealth Advisors first reported a position in VWO in Q3 2013 and has held it in 9 quarters since. The position peaked at $2.54M in Q4 2013. 828 funds tracked by Wall St. Rank hold VWO as of Q3 2015.

Constellation Wealth Advisors held 71,689 shares of Vanguard FTSE Emerging Markets ETF worth $2.37M as of Q3 2015.
Constellation Wealth Advisors bought 47,081 Vanguard FTSE Emerging Markets ETF shares in Q3 2015, an estimated $1.71M.
Vanguard FTSE Emerging Markets ETF made up 0.26% of Constellation Wealth Advisors's portfolio in Q3 2015, its #51 holding.
Constellation Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2013 and has held it in 9 quarters since.
Constellation Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.54M in Q4 2013.
828 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.