Signature Financial Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Signature Financial 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 Q4	$6.63M	Buy	174,018 +48,592	+39%	+$1.88M	1.59%	15
2018 Q3	$5.14M	Buy	125,426 +2,039	+2%	+$85.8K	0.91%	21
2018 Q2	$5.21M	Sell	123,387 -711,562	-85%	-$32.1M	1.1%	19
2018 Q1	$39.2M	Buy	834,949 +327,605	+65%	+$15.7M	8.16%	4
2017 Q4	$23.3M	Buy	507,344 +401,107	+378%	+$17.9M	6.29%	5
2017 Q3	$4.63M	Sell	106,237 -1,542	-1%	-$66.7K	1.41%	16
2017 Q2	$4.4M	Buy	107,779 +1,878	+2%	+$76.1K	1.38%	17
2017 Q1	$4.21M	Buy	105,901 +592	+0.6%	+$22.8K	1.35%	17
2016 Q4	$3.77M	Buy	105,309 +499	+0.5%	+$18.3K	1.42%	19
2016 Q3	$3.94M	Buy	104,810 +15,190	+17%	+$565K	1.6%	20
2016 Q2	$3.16M	Sell	89,620 -83,503	-48%	-$2.85M	1.48%	19
2016 Q1	$5.99M	Sell	173,123 -648,465	-79%	-$20.3M	2.92%	9
2015 Q4	$26.9M	Buy	821,588 +511,788	+165%	+$17.6M	13.08%	1
2015 Q3	$10.3M	Buy	309,800 +216,252	+231%	+$7.85M	6.3%	3
2015 Q2	$3.82M	Buy	93,548 +31,930	+52%	+$1.37M	2.47%	11
2015 Q1	$2.52M	Buy	61,618 +12,303	+25%	+$500K	1.62%	14
2014 Q4	$1.97M	Buy	49,315 +9,800	+25%	+$403K	1.38%	14
2014 Q3	$1.65M	Buy	39,515 +5,400	+16%	+$240K	1.18%	16
2014 Q2	$1.47M	Hold	34,115	–	–	1.12%	18
2014 Q1	$1.38M	Hold	34,115	–	–	1.19%	17
2013 Q4	$1.4M	Buy	34,115 +13,600	+66%	+$561K	1.09%	18
2013 Q3	$823K	Sell	20,515 -17,375	-46%	-$687K	0.73%	25
2013 Q2	$1.47M	Buy	+37,890	New	+$1.59M	1%	16

Other funds holding VWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signature Financial Management's VWO Position: Q4 2018 in Review

Signature Financial Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 39% in Q4 2018, buying an estimated $1.88M and bringing the position to 174,018 shares worth $6.63M. The position accounts for 1.59% of the portfolio, ranked #15.

Signature Financial Management first reported a position in VWO in Q2 2013 and has held it in 23 quarters since. The position peaked at $39.2M in Q1 2018. 1,371 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

Signature Financial Management held 174,018 shares of Vanguard FTSE Emerging Markets ETF worth $6.63M as of Q4 2018.
Signature Financial Management bought 48,592 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $1.88M.
Vanguard FTSE Emerging Markets ETF made up 1.59% of Signature Financial Management's portfolio in Q4 2018, its #15 holding.
Signature Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 23 quarters since.
Signature Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $39.2M in Q1 2018.
1,371 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.