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CSat Investment Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,331,071
Closed -$57.6M – 958
2020
Q3 		$57.6M Buy
1,331,071
+318,223
+31% +$13.8M 5.12% 4
2020
Q2 		$40.1M Buy
+1,012,848
New +$37.5M 4.86% 4
2020
Q1 		– Sell
-57,915
Closed -$2.58M – 1082
2019
Q4 		$2.58M Buy
+57,915
New +$2.45M 0.68% 20

Other funds holding VWO

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

CSat Investment Advisory's VWO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2020, closing a stake of 1,331,071 shares — an estimated $57.6M sold.

CSat Investment Advisory first reported a position in VWO in Q4 2019 and held it in 3 quarters. The position peaked at $57.6M in Q3 2020. 1,667 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,331,071 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $57.6M.
  • CSat Investment Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 3 quarters.
  • CSat Investment Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $57.6M in Q3 2020.
  • 1,667 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.