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

Rikoon 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
2021
Q1 		$628K Sell
12,072
-27
-0.2% -$1.44K 0.17% 126
2020
Q4 		$606K Sell
12,099
-386
-3% -$18.1K 0.17% 121
2020
Q3 		$540K Buy
12,485
+1
+0% +$43 0.17% 119
2020
Q2 		$494K Sell
12,484
-605
-5% -$22.4K 0.17% 120
2020
Q1 		$439K Buy
13,089
+38
+0.3% +$1.55K 0.18% 112
2019
Q4 		$580K Buy
13,051
+126
+1% +$5.34K 0.2% 112
2019
Q3 		$520K Buy
12,925
+2,034
+19% +$84K 0.19% 115
2019
Q2 		$463K Buy
10,891
+292
+3% +$12.3K 0.17% 121
2019
Q1 		$450K Buy
10,599
+638
+6% +$26.3K 0.17% 129
2018
Q4 		$380K Buy
9,961
+1,247
+14% +$48.3K 0.16% 132
2018
Q3 		$357K Sell
8,714
-65
-0.7% -$2.73K 0.13% 152
2018
Q2 		$370K Buy
8,779
+95
+1% +$4.29K 0.14% 148
2018
Q1 		$401K Buy
8,684
+1,939
+29% +$93K 0.16% 131
2017
Q4 		$310K Buy
+6,745
New +$301K 0.13% 140
2017
Q3 		– Sell
-5,446
Closed -$222K – 169
2017
Q2 		$222K Hold
5,446
– – 0.1% 158
2017
Q1 		$220K Hold
5,446
– – 0.1% 161
2016
Q4 		$211K Hold
5,446
– – 0.09% 161
2016
Q3 		$204K Buy
+5,446
New +$203K 0.16% 132

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

Rikoon Group's VWO Position: Q1 2021 in Review

Rikoon Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.22% in Q1 2021, selling an estimated $1.44K and leaving 12,072 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #126.

Rikoon Group first reported a position in VWO in Q3 2016 and has held it in 18 quarters since. 1,727 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

  • Rikoon Group held 12,072 shares of Vanguard FTSE Emerging Markets ETF worth $628K as of Q1 2021.
  • Rikoon Group sold 27 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $1.44K.
  • Vanguard FTSE Emerging Markets ETF made up 0.17% of Rikoon Group's portfolio in Q1 2021, its #126 holding.
  • Rikoon Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and has held it in 18 quarters since.
  • 1,727 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.