MC
VWO icon

Miles Capital’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Miles Capital’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
Q1 		$568K Buy
16,910
+1,365
+9% +$55.6K 0.61% 40
2019
Q4 		$692K Buy
15,545
+4
+0% +$169 0.56% 49
2019
Q3 		$625K Buy
15,541
+489
+3% +$20.2K 0.52% 55
2019
Q2 		$640K Buy
15,052
+731
+5% +$30.8K 0.52% 57
2019
Q1 		$609K Buy
14,321
+436
+3% +$18K 0.53% 59
2018
Q4 		$529K Buy
13,885
+467
+3% +$18.1K 0.52% 57
2018
Q3 		$550K Buy
13,418
+518
+4% +$21.8K 0.45% 61
2018
Q2 		$544K Buy
12,900
+391
+3% +$17.7K 0.34% 61
2018
Q1 		$588K Buy
12,509
+51
+0.4% +$2.44K 0.32% 62
2017
Q4 		$572K Buy
12,458
+851
+7% +$38K 0.33% 59
2017
Q3 		$506K Buy
11,607
+446
+4% +$19.3K 0.29% 59
2017
Q2 		$456K Buy
11,161
+216
+2% +$8.76K 0.25% 69
2017
Q1 		$435K Buy
10,945
+41
+0.4% +$1.58K 0.24% 65
2016
Q4 		$390K Sell
10,904
-135
-1% -$4.95K 0.24% 64
2016
Q3 		$416K Buy
11,039
+57
+0.5% +$2.12K 0.28% 62
2016
Q2 		$387K Sell
10,982
-64
-0.6% -$2.19K 0.26% 83
2016
Q1 		$382K Sell
11,046
-6,269
-36% -$197K 0.26% 96
2015
Q4 		$567K Buy
17,315
+410
+2% +$14.1K 0.39% 71
2015
Q3 		$560K Buy
16,905
+6,045
+56% +$220K 0.4% 67
2015
Q2 		$444K Sell
10,860
-113
-1% -$4.86K 0.29% 95
2015
Q1 		$448K Buy
10,973
+2,415
+28% +$98.2K 0.27% 95
2014
Q4 		$342K Sell
8,558
-33
-0.4% -$1.36K 0.18% 98
2014
Q3 		$358K Sell
8,591
-212
-2% -$9.41K 0.19% 88
2014
Q2 		$380K Sell
8,803
-1,542
-15% -$65K 0.19% 93
2014
Q1 		$419K Buy
10,345
+43
+0.4% +$1.67K 0.22% 88
2013
Q4 		$423K Sell
10,302
-438
-4% -$18.1K 0.21% 89
2013
Q3 		$431K Sell
10,740
-31,092
-74% -$1.23M 0.25% 78
2013
Q2 		$1.62M Buy
+41,832
New +$1.75M 0.75% 38

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Miles Capital's VWO Position: Q1 2020 in Review

Miles Capital increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8.8% in Q1 2020, buying an estimated $55.6K and bringing the position to 16,910 shares worth $568K. The position accounts for 0.61% of the portfolio, ranked #40.

Miles Capital first reported a position in VWO in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.62M in Q2 2013. 1,449 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

  • Miles Capital held 16,910 shares of Vanguard FTSE Emerging Markets ETF worth $568K as of Q1 2020.
  • Miles Capital bought 1,365 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $55.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.61% of Miles Capital's portfolio in Q1 2020, its #40 holding.
  • Miles Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 28 quarters since.
  • Miles Capital's Vanguard FTSE Emerging Markets ETF position peaked at $1.62M in Q2 2013.
  • 1,449 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.