Independent Portfolio Consultants’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$453K	Buy	11,105 +1,940	+21%	+$78.6K	0.19%	182
2017 Q1	$364K	Sell	9,165 -7,445	-45%	-$287K	0.13%	248
2016 Q4	$594K	Sell	16,610 -4,185	-20%	-$153K	0.2%	193
2016 Q3	$783K	Buy	20,795 +14,140	+212%	+$526K	0.25%	136
2016 Q2	$234K	Sell	6,655 -345	-5%	-$11.8K	0.07%	300
2016 Q1	$242K	Buy	7,000 +10	+0.1%	+$314	0.07%	311
2015 Q4	$229K	Buy	+6,990	New	+$241K	0.07%	316
2015 Q3	–	Sell	-1,350	Closed	-$55K	–	870
2015 Q2	$55K	Sell	1,350 -1,050	-44%	-$45.1K	0.01%	615
2015 Q1	$98K	Sell	2,400 -11,725	-83%	-$477K	0.02%	485
2014 Q4	$565K	Buy	14,125 +5,735	+68%	+$236K	0.11%	234
2014 Q3	$350K	Buy	8,390 +6,595	+367%	+$293K	0.09%	361
2014 Q2	$77K	Buy	+1,795	New	+$75.6K	0.02%	565

Other funds holding VWO

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Independent Portfolio Consultants's VWO Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 21% in Q2 2017, buying an estimated $78.6K and bringing the position to 11,105 shares worth $453K. The position accounts for 0.19% of the portfolio, ranked #182.

Independent Portfolio Consultants first reported a position in VWO in Q2 2014 and has held it in 12 quarters since. The position peaked at $783K in Q3 2016. 1,082 funds tracked by Wall St. Rank hold VWO as of Q2 2017.

Independent Portfolio Consultants held 11,105 shares of Vanguard FTSE Emerging Markets ETF worth $453K as of Q2 2017.
Independent Portfolio Consultants bought 1,940 Vanguard FTSE Emerging Markets ETF shares in Q2 2017, an estimated $78.6K.
Vanguard FTSE Emerging Markets ETF made up 0.19% of Independent Portfolio Consultants's portfolio in Q2 2017, its #182 holding.
Independent Portfolio Consultants first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's Vanguard FTSE Emerging Markets ETF position peaked at $783K in Q3 2016.
1,082 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.