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Great Lakes Retirement’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Great Lakes Retirement’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
Q1 		$1.12M Buy
33,163
+491
+2% +$20K 0.51% 30
2019
Q4 		$1.45M Buy
+32,672
New +$1.38M 0.45% 40

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Great Lakes Retirement's VWO Position: Q1 2020 in Review

Great Lakes Retirement increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.5% in Q1 2020, buying an estimated $20K and bringing the position to 33,163 shares worth $1.12M. The position accounts for 0.51% of the portfolio, ranked #30.

Great Lakes Retirement first reported a position in VWO in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.45M in Q4 2019. 1,451 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

  • Great Lakes Retirement held 33,163 shares of Vanguard FTSE Emerging Markets ETF worth $1.12M as of Q1 2020.
  • Great Lakes Retirement bought 491 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $20K.
  • Vanguard FTSE Emerging Markets ETF made up 0.51% of Great Lakes Retirement's portfolio in Q1 2020, its #30 holding.
  • Great Lakes Retirement first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 2 quarters since.
  • Great Lakes Retirement's Vanguard FTSE Emerging Markets ETF position peaked at $1.45M in Q4 2019.
  • 1,451 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Great Lakes Retirement's 13F filing for Q1 2020, filed 4 Jun 2020.