Heritage Wealth Management (Arizona)’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$488	Buy	+8	New	+$478	﹤0.01%	1050
2021 Q3	$4K	Hold	55	–	–	﹤0.01%	769
2021 Q2	$4K	Hold	55	–	–	﹤0.01%	794
2021 Q1	$4K	Buy	+55	New	+$4.37K	﹤0.01%	669

Other funds holding VWOB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VWOB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2022: 8 shares worth $488. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in VWOB as recently as Q3 2021.

Heritage Wealth Management (Arizona) first reported a position in VWOB in Q1 2021 and has held it in 4 quarters since. The position peaked at $4K in Q3 2021. 286 funds tracked by Wall St. Rank hold VWOB as of Q4 2022.

Heritage Wealth Management (Arizona) held 8 shares of Vanguard Emerging Markets Government Bond ETF worth $488 as of Q4 2022.
Vanguard Emerging Markets Government Bond ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Vanguard Emerging Markets Government Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1050 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2021 and has held it in 4 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard Emerging Markets Government Bond ETF position peaked at $4K in Q3 2021.
286 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.