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

Cynosure 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
Q3 		$9.98M Hold
243,387
– – 4.19% 5
2018
Q2 		$10.3M Hold
243,387
– – 2.79% 5
2018
Q1 		$11.4M Buy
243,387
+1,673
+0.7% +$80.2K 2.88% 5
2017
Q4 		$11.1M Buy
+241,714
New +$10.8M 2.55% 5

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Cynosure Advisors's VWO Position: Q3 2018 in Review

Cynosure Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2018 at 243,387 shares worth $9.98M. The position accounts for 4.19% of the portfolio, ranked #5.

Cynosure Advisors first reported a position in VWO in Q4 2017 and has held it in 4 quarters since. The position peaked at $11.4M in Q1 2018. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

  • Cynosure Advisors held 243,387 shares of Vanguard FTSE Emerging Markets ETF worth $9.98M as of Q3 2018.
  • Cynosure Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2018.
  • Vanguard FTSE Emerging Markets ETF made up 4.19% of Cynosure Advisors's portfolio in Q3 2018, its #5 holding.
  • Cynosure Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 4 quarters since.
  • Cynosure Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $11.4M in Q1 2018.
  • 1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.