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Summit Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Summit Asset 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
2019
Q4 		– Sell
-5,200
Closed -$209K – 126
2019
Q3 		$209K Buy
5,200
+2
+0% +$83 0.1% 107
2019
Q2 		$221K Buy
+5,198
New +$219K 0.1% 103

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Asset Management's VWO Position: Q4 2019 in Review

Summit Asset Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 5,200 shares — an estimated $209K sold.

Summit Asset Management first reported a position in VWO in Q2 2019 and held it in 2 quarters. The position peaked at $221K in Q2 2019. 1,552 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

  • Summit Asset Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Summit Asset Management sold 5,200 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $209K.
  • Summit Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2019 and held it in 2 quarters.
  • Summit Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $221K in Q2 2019.
  • 1,552 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Summit Asset Management's 13F filing for Q4 2019, filed 7 Feb 2020.