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HL Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

HL Financial Services’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
2019
Q1 		$50.2M Buy
1,181,149
+175,647
+17% +$7.23M 0.77% 31
2018
Q4 		$38.3M Buy
1,005,502
+75,418
+8% +$2.92M 0.67% 34
2018
Q3 		$38.1M Buy
930,084
+115,023
+14% +$4.84M 0.59% 36
2018
Q2 		$34.4M Buy
815,061
+83,911
+11% +$3.79M 0.6% 36
2018
Q1 		$34.3M Buy
731,150
+85,870
+13% +$4.12M 0.61% 36
2017
Q4 		$29.6M Buy
645,280
+87,831
+16% +$3.93M 0.57% 35
2017
Q3 		$24.3M Buy
557,449
+66,182
+13% +$2.86M 0.47% 38
2017
Q2 		$20.1M Buy
491,267
+42,804
+10% +$1.74M 0.4% 40
2017
Q1 		$17.8M Buy
448,463
+18,062
+4% +$697K 0.37% 43
2016
Q4 		$15.4M Sell
430,401
-38,939
-8% -$1.43M 0.33% 46
2016
Q3 		$17.7M Sell
469,340
-9,220
-2% -$343K 0.41% 43
2016
Q2 		$16.9M Sell
478,560
-13,805
-3% -$472K 0.4% 47
2016
Q1 		$17M Sell
492,365
-19,705
-4% -$618K 0.41% 45
2015
Q4 		$16.8M Sell
512,070
-1,054
-0.2% -$36.3K 0.43% 44
2015
Q3 		$17M Sell
513,124
-26,636
-5% -$967K 0.48% 42
2015
Q2 		$22.1M Buy
539,760
+36,417
+7% +$1.56M 0.58% 41
2015
Q1 		$20.6M Sell
503,343
-134,330
-21% -$5.46M 0.55% 42
2014
Q4 		$25.5M Sell
637,673
-28,787
-4% -$1.19M 0.7% 35
2014
Q3 		$27.8M Buy
666,460
+11,895
+2% +$528K 0.81% 31
2014
Q2 		$28.2M Buy
654,565
+21,126
+3% +$890K 0.82% 31
2014
Q1 		$25.7M Sell
633,439
-28,376
-4% -$1.1M 0.78% 33
2013
Q4 		$27.2M Buy
661,815
+7,254
+1% +$299K 0.83% 32
2013
Q3 		$26.3M Buy
654,561
+32,953
+5% +$1.3M 0.92% 33
2013
Q2 		$24.1M Buy
+621,608
New +$26.1M 0.89% 36

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 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 $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HL Financial Services's VWO Position: Q1 2019 in Review

HL Financial Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 17% in Q1 2019, buying an estimated $7.23M and bringing the position to 1,181,149 shares worth $50.2M. The position accounts for 0.77% of the portfolio, ranked #31.

HL Financial Services first reported a position in VWO in Q2 2013 and has held it in 24 quarters since. 1,404 funds tracked by Wall St. Rank hold VWO as of Q1 2019.

  • HL Financial Services held 1,181,149 shares of Vanguard FTSE Emerging Markets ETF worth $50.2M as of Q1 2019.
  • HL Financial Services bought 175,647 Vanguard FTSE Emerging Markets ETF shares in Q1 2019, an estimated $7.23M.
  • Vanguard FTSE Emerging Markets ETF made up 0.77% of HL Financial Services's portfolio in Q1 2019, its #31 holding.
  • HL Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 24 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.