SMA
VWO icon

Simply Money Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Simply Money Advisors’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
2016
Q3 		– Sell
-252
Closed -$9K – 32
2016
Q2 		$9K Sell
252
-404,554
-100% -$13.8M ﹤0.01% 29
2016
Q1 		$14M Buy
404,806
+10,450
+3% +$328K 2.13% 17
2015
Q4 		$12.9M Sell
394,356
-7,995
-2% -$275K 1.94% 17
2015
Q3 		$13.3M Sell
402,351
-53,192
-12% -$1.93M 2.06% 17
2015
Q2 		$18.6M Buy
455,543
+4,896
+1% +$210K 2.74% 16
2015
Q1 		$18.4M Buy
450,647
+11,823
+3% +$481K 2.67% 16
2014
Q4 		$17.6M Buy
438,824
+9,594
+2% +$395K 2.6% 19
2014
Q3 		$17.9M Sell
429,230
-24,188
-5% -$1.07M 2.73% 17
2014
Q2 		$19.6M Sell
453,418
-284,112
-39% -$12M 2.97% 14
2014
Q1 		$29.9M Buy
737,530
+53,189
+8% +$2.06M 4.65% 10
2013
Q4 		$28.2M Buy
684,341
+54,907
+9% +$2.26M 4.73% 9
2013
Q3 		$25.3M Buy
629,434
+124,619
+25% +$4.93M 4.3% 11
2013
Q2 		$19.6M Buy
+504,815
New +$21.2M 3.49% 13

Other funds holding VWO

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Simply Money Advisors's VWO Position: Q3 2016 in Review

Simply Money Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2016, closing a stake of 252 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in VWO in Q2 2013 and held it in 13 quarters. The position peaked at $29.9M in Q1 2014. 934 funds tracked by Wall St. Rank hold VWO as of Q3 2016.

  • Simply Money Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2016 after selling out during the quarter.
  • Simply Money Advisors sold 252 Vanguard FTSE Emerging Markets ETF shares in Q3 2016, an estimated $9K.
  • Simply Money Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 13 quarters.
  • Simply Money Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $29.9M in Q1 2014.
  • 934 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2016.

Based on Simply Money Advisors's 13F filing for Q3 2016, filed 7 Oct 2016.