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

Stanford Investment 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
2017 Q1	–	Sell	-51,216	Closed	-$1.83M	–	292
2016 Q4	$1.83M	Buy	51,216 +785	+2%	+$28.8K	0.89%	14
2016 Q3	$1.9M	Buy	50,431 +3,547	+8%	+$132K	0.89%	15
2016 Q2	$1.65M	Buy	46,884 +2,581	+6%	+$88.2K	0.84%	14
2016 Q1	$1.53M	Sell	44,303 -24,954	-36%	-$783K	0.86%	13
2015 Q4	$2.27M	Sell	69,257 -1,616	-2%	-$55.6K	1.23%	12
2015 Q3	$2.35M	Buy	70,873 +13,372	+23%	+$486K	1.72%	11
2015 Q2	$2.35M	Buy	57,501 +12,063	+27%	+$518K	1.76%	10
2015 Q1	$1.86M	Sell	45,438 -3,811	-8%	-$155K	1.48%	12
2014 Q4	$1.97M	Buy	+49,249	New	+$2.03M	1.65%	11

Other funds holding VWO

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

Stanford Investment Group's VWO Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2017, closing a stake of 51,216 shares — an estimated $1.83M sold.

Stanford Investment Group first reported a position in VWO in Q4 2014 and held it in 9 quarters. The position peaked at $2.35M in Q2 2015. 1,060 funds tracked by Wall St. Rank hold VWO as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 51,216 Vanguard FTSE Emerging Markets ETF shares in Q1 2017, an estimated $1.83M.
Stanford Investment Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard FTSE Emerging Markets ETF position peaked at $2.35M in Q2 2015.
1,060 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.