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Oak Point Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Oak Point Wealth Management’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
Q1 		$143K Buy
3,099
+481
+18% +$23.1K 0.15% 101
2017
Q4 		$121K Buy
+2,618
New +$117K 0.12% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Oak Point Wealth Management's VWO Position: Q1 2018 in Review

Oak Point Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 18% in Q1 2018, buying an estimated $23.1K and bringing the position to 3,099 shares worth $143K. The position accounts for 0.15% of the portfolio, ranked #101.

Oak Point Wealth Management first reported a position in VWO in Q4 2017 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold VWO as of Q1 2018.

  • Oak Point Wealth Management held 3,099 shares of Vanguard FTSE Emerging Markets ETF worth $143K as of Q1 2018.
  • Oak Point Wealth Management bought 481 Vanguard FTSE Emerging Markets ETF shares in Q1 2018, an estimated $23.1K.
  • Vanguard FTSE Emerging Markets ETF made up 0.15% of Oak Point Wealth Management's portfolio in Q1 2018, its #101 holding.
  • Oak Point Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 2 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.