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

Summit Equities’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 Q3	$1.19M	Buy	28,914 +659	+2%	+$27.7K	0.2%	16
2018 Q2	$1.19M	Buy	28,255 +1,593	+6%	+$71.9K	0.21%	16
2018 Q1	$1.25M	Sell	26,662 -4,074	-13%	-$195K	0.22%	14
2017 Q4	$1.41M	Buy	30,736 +9,671	+46%	+$432K	0.24%	14
2017 Q3	$918K	Buy	21,065 +7,503	+55%	+$325K	0.17%	21
2017 Q2	$554K	Buy	+13,562	New	+$550K	0.11%	25

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

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

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

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

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

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

Summit Equities's VWO Position: Q3 2018 in Review

Summit Equities increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.3% in Q3 2018, buying an estimated $27.7K and bringing the position to 28,914 shares worth $1.19M. The position accounts for 0.2% of the portfolio, ranked #16.

Summit Equities first reported a position in VWO in Q2 2017 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2017. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

Summit Equities held 28,914 shares of Vanguard FTSE Emerging Markets ETF worth $1.19M as of Q3 2018.
Summit Equities bought 659 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $27.7K.
Vanguard FTSE Emerging Markets ETF made up 0.2% of Summit Equities's portfolio in Q3 2018, its #16 holding.
Summit Equities first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and has held it in 6 quarters since.
Summit Equities's Vanguard FTSE Emerging Markets ETF position peaked at $1.41M in Q4 2017.
1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.