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Lebenthal Holdings’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lebenthal Holdings’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
2016
Q2 		$206K Buy
+5,843
New +$200K 0.03% 340

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Lebenthal Holdings's VWO Position: Q2 2016 in Review

Lebenthal Holdings opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2016: 5,843 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #340 among its holdings.

897 funds tracked by Wall St. Rank hold VWO as of Q2 2016.

  • Lebenthal Holdings held 5,843 shares of Vanguard FTSE Emerging Markets ETF worth $206K as of Q2 2016.
  • Vanguard FTSE Emerging Markets ETF was a new Lebenthal Holdings position in Q2 2016.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Lebenthal Holdings's portfolio in Q2 2016, its #340 holding.
  • 897 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.