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

Kissinger 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
2017
Q2 		$2.62M Buy
64,169
+4,882
+8% +$198K 2.61% 12
2017
Q1 		$2.36M Buy
59,287
+281
+0.5% +$10.8K 2.43% 15
2016
Q4 		$2.11M Buy
+59,006
New +$2.16M 2.21% 15

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
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kissinger Financial Services's VWO Position: Q2 2017 in Review

Kissinger Financial Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8.2% in Q2 2017, buying an estimated $198K and bringing the position to 64,169 shares worth $2.62M. The position accounts for 2.61% of the portfolio, ranked #12.

Kissinger Financial Services first reported a position in VWO in Q4 2016 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold VWO as of Q2 2017.

  • Kissinger Financial Services held 64,169 shares of Vanguard FTSE Emerging Markets ETF worth $2.62M as of Q2 2017.
  • Kissinger Financial Services bought 4,882 Vanguard FTSE Emerging Markets ETF shares in Q2 2017, an estimated $198K.
  • Vanguard FTSE Emerging Markets ETF made up 2.61% of Kissinger Financial Services's portfolio in Q2 2017, its #12 holding.
  • Kissinger Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.