D. Scott Neal’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

D. Scott Neal’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	–	Sell	-5,140	Closed	-$211K	–	36
2018 Q3	$211K	Sell	5,140 -323,641	-98%	-$13.6M	0.11%	34
2018 Q2	$13.9M	Sell	328,781 -23,372	-7%	-$1.06M	7.75%	6
2018 Q1	$16.5M	Buy	+352,153	New	+$16.9M	9.39%	3
2015 Q3	–	Sell	-213,212	Closed	-$8.72M	–	37
2015 Q2	$8.72M	Buy	213,212 +275	+0.1%	+$11.8K	5.99%	6
2015 Q1	$8.7M	Buy	212,937 +46,165	+28%	+$1.88M	6.24%	6
2014 Q4	$6.67M	Buy	166,772 +83,127	+99%	+$3.42M	4.7%	9
2014 Q3	$3.49M	Buy	83,645 +23,805	+40%	+$1.06M	2.77%	11
2014 Q2	$2.58M	Sell	59,840 -695	-1%	-$29.3K	2.04%	12
2014 Q1	$2.46M	Sell	60,535 -6,300	-9%	-$244K	2.07%	14
2013 Q4	$2.75M	Buy	+66,835	New	+$2.76M	2.46%	11

Other funds holding VWO

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D. Scott Neal's VWO Position: Q4 2018 in Review

D. Scott Neal sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 5,140 shares — an estimated $211K sold.

D. Scott Neal first reported a position in VWO in Q4 2013 and held it in 10 quarters. The position peaked at $16.5M in Q1 2018. 1,370 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

D. Scott Neal reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
D. Scott Neal sold 5,140 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $211K.
D. Scott Neal first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and held it in 10 quarters.
D. Scott Neal's Vanguard FTSE Emerging Markets ETF position peaked at $16.5M in Q1 2018.
1,370 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on D. Scott Neal's 13F filing for Q4 2018, filed 6 Feb 2019.