Next Financial Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Next Financial Group’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$15K	Sell	196 -50	-20%	-$3.88K	﹤0.01%	2019
2021 Q3	$19K	Hold	246	–	–	﹤0.01%	1829
2021 Q2	$20K	Hold	246	–	–	﹤0.01%	1750
2021 Q1	$19K	Hold	246	–	–	﹤0.01%	1673
2020 Q4	$20K	Buy	246 +196	+392%	+$15.8K	﹤0.01%	1541
2020 Q3	$4K	Buy	+50	New	+$3.99K	﹤0.01%	1933
2020 Q2	–	Sell	-1,410	Closed	-$99K	–	1877
2020 Q1	$99K	Buy	+1,410	New	+$111K	0.01%	762

Other funds holding VWOB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Next Financial Group's VWOB Position: Q4 2021 in Review

Next Financial Group reduced its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 20% in Q4 2021, selling an estimated $3.88K and leaving 196 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Next Financial Group first reported a position in VWOB in Q1 2020 and has held it in 7 quarters since. The position peaked at $99K in Q1 2020. 257 funds tracked by Wall St. Rank hold VWOB as of Q4 2021.

Next Financial Group held 196 shares of Vanguard Emerging Markets Government Bond ETF worth $15K as of Q4 2021.
Next Financial Group sold 50 Vanguard Emerging Markets Government Bond ETF shares in Q4 2021, an estimated $3.88K.
Vanguard Emerging Markets Government Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2019 holding.
Next Financial Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2020 and has held it in 7 quarters since.
Next Financial Group's Vanguard Emerging Markets Government Bond ETF position peaked at $99K in Q1 2020.
257 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.