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FutureAdvisor’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

FutureAdvisor’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 		$27M Buy
814,812
+289,035
+55% +$10.5M 4.37% 8
2015
Q2 		$21.5M Buy
525,777
+127,287
+32% +$5.47M 3.77% 12
2015
Q1 		$16.3M Buy
398,490
+52,758
+15% +$2.15M 3.85% 9
2014
Q4 		$13.8M Buy
+345,732
New +$14.2M 4.71% 8

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FutureAdvisor's VWO Position: Q3 2015 in Review

FutureAdvisor increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 55% in Q3 2015, buying an estimated $10.5M and bringing the position to 814,812 shares worth $27M. The position accounts for 4.37% of the portfolio, ranked #8.

FutureAdvisor first reported a position in VWO in Q4 2014 and has held it in 4 quarters since. 827 funds tracked by Wall St. Rank hold VWO as of Q3 2015.

  • FutureAdvisor held 814,812 shares of Vanguard FTSE Emerging Markets ETF worth $27M as of Q3 2015.
  • FutureAdvisor bought 289,035 Vanguard FTSE Emerging Markets ETF shares in Q3 2015, an estimated $10.5M.
  • Vanguard FTSE Emerging Markets ETF made up 4.37% of FutureAdvisor's portfolio in Q3 2015, its #8 holding.
  • FutureAdvisor first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 4 quarters since.
  • 827 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.