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McQueen Ball & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

McQueen Ball & Associates’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
2018
Q4 		$443K Buy
11,629
+194
+2% +$7.51K 0.28% 73
2018
Q3 		$469K Buy
11,435
+2,400
+27% +$101K 0.27% 74
2018
Q2 		$381K Buy
9,035
+68
+0.8% +$3.07K 0.23% 82
2018
Q1 		$421K Buy
8,967
+1
+0% +$48 0.26% 81
2017
Q4 		$412K Buy
8,966
+256
+3% +$11.4K 0.25% 76
2017
Q3 		$379K Buy
8,710
+95
+1% +$4.11K 0.24% 76
2017
Q2 		$352K Buy
8,615
+48
+0.6% +$1.95K 0.23% 76
2017
Q1 		$340 Buy
8,567
+14
+0.2% +$540 0.19% 78
2016
Q4 		$306K Buy
8,553
+37
+0.4% +$1.35K 0.2% 80
2016
Q3 		$320K Buy
8,516
+94
+1% +$3.5K 0.22% 80
2016
Q2 		$297K Sell
8,422
-103
-1% -$3.52K 0.21% 79
2016
Q1 		$295K Sell
8,525
-1,311
-13% -$41.1K 0.22% 80
2015
Q4 		$322K Buy
+9,836
New +$339K 0.29% 68

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McQueen Ball & Associates's VWO Position: Q4 2018 in Review

McQueen Ball & Associates increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.7% in Q4 2018, buying an estimated $7.51K and bringing the position to 11,629 shares worth $443K. The position accounts for 0.28% of the portfolio, ranked #73.

McQueen Ball & Associates first reported a position in VWO in Q4 2015 and has held it in 13 quarters since. The position peaked at $469K in Q3 2018. 1,370 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

  • McQueen Ball & Associates held 11,629 shares of Vanguard FTSE Emerging Markets ETF worth $443K as of Q4 2018.
  • McQueen Ball & Associates bought 194 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $7.51K.
  • Vanguard FTSE Emerging Markets ETF made up 0.28% of McQueen Ball & Associates's portfolio in Q4 2018, its #73 holding.
  • McQueen Ball & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 13 quarters since.
  • McQueen Ball & Associates's Vanguard FTSE Emerging Markets ETF position peaked at $469K in Q3 2018.
  • 1,370 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on McQueen Ball & Associates's 13F filing for Q4 2018, filed 3 Jan 2019.