LFG
VWO icon

LifePlan Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$1.31M Sell
30,332
-718
-2% -$31.2K 0.56% 45
2020
Q2 		$1.23M Sell
31,050
-1,732
-5% -$64.1K 0.56% 47
2020
Q1 		$1.1M Sell
32,782
-1,439
-4% -$58.7K 0.6% 44
2019
Q4 		$1.52M Sell
34,221
-3,042
-8% -$129K 0.68% 43
2019
Q3 		$1.5M Sell
37,263
-1,921
-5% -$79.3K 0.71% 38
2019
Q2 		$1.67M Buy
39,184
+232
+0.6% +$9.76K 0.8% 36
2019
Q1 		$1.66M Sell
38,952
-2,715
-7% -$112K 0.88% 36
2018
Q4 		$1.59M Sell
41,667
-3,392
-8% -$131K 0.99% 32
2018
Q3 		$1.85M Sell
45,059
-744
-2% -$31.3K 1% 32
2018
Q2 		$1.93M Buy
45,803
+1,611
+4% +$72.8K 1.08% 30
2018
Q1 		$2.08M Sell
44,192
-33,372
-43% -$1.6M 1.21% 26
2017
Q4 		$3.38M Hold
77,564
– – 2.15% 17
2017
Q3 		$3.38M Sell
77,564
-1,117
-1% -$48.3K 2.15% 17
2017
Q2 		$3.21M Buy
78,681
+8,605
+12% +$349K 2.2% 16
2017
Q1 		$2.78M Buy
70,076
+10,401
+17% +$401K 1.93% 22
2016
Q4 		$2.13M Buy
59,675
+21,700
+57% +$795K 1.5% 20
2016
Q3 		$1.43M Buy
37,975
+3,323
+10% +$124K 0.98% 37
2016
Q2 		$1.22M Buy
34,652
+2,381
+7% +$81.3K 0.84% 36
2016
Q1 		$1.12M Buy
32,271
+1,927
+6% +$60.4K 0.79% 36
2015
Q4 		$993K Sell
30,344
-1,248
-4% -$43K 0.71% 37
2015
Q3 		$1.04M Sell
31,592
-2,075
-6% -$75.4K 0.76% 34
2015
Q2 		$1.38M Buy
33,667
+4,097
+14% +$176K 0.92% 34
2015
Q1 		$1.21M Sell
29,570
-39,092
-57% -$1.59M 0.8% 25
2014
Q4 		$2.75M Buy
68,662
+37,640
+121% +$1.55M 1.82% 18
2014
Q3 		$1.29M Sell
31,022
-43,180
-58% -$1.92M 1.1% 22
2014
Q2 		$3.2M Buy
74,202
+974
+1% +$41K 2.28% 14
2014
Q1 		$2.97M Buy
73,228
+5,738
+9% +$223K 2.36% 13
2013
Q4 		$2.78M Sell
67,490
-431
-0.6% -$17.8K 1.89% 15
2013
Q3 		$2.73M Buy
67,921
+60,013
+759% +$2.37M 2.22% 10
2013
Q2 		$307K Buy
+7,908
New +$332K 0.34% 37

Other funds holding VWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LifePlan Financial Group's VWO Position: Q3 2020 in Review

LifePlan Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.3% in Q3 2020, selling an estimated $31.2K and leaving 30,332 shares worth $1.31M. The position accounts for 0.56% of the portfolio, ranked #45.

LifePlan Financial Group first reported a position in VWO in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.38M in Q4 2017. 1,485 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

  • LifePlan Financial Group held 30,332 shares of Vanguard FTSE Emerging Markets ETF worth $1.31M as of Q3 2020.
  • LifePlan Financial Group sold 718 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $31.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.56% of LifePlan Financial Group's portfolio in Q3 2020, its #45 holding.
  • LifePlan Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $3.38M in Q4 2017.
  • 1,485 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.