SXL
VWO icon

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

Summit X LLC’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
2020
Q4 		– Sell
-2,088
Closed -$303 – 437
2020
Q3 		$303 Buy
+2,088
New +$90.8K 0.01% 367

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit X LLC's VWO Position: Q4 2020 in Review

Summit X LLC sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2020, closing a stake of 2,088 shares — an estimated $303 sold.

Summit X LLC first reported a position in VWO in Q3 2020 and held it in 1 quarter. The position peaked at $303 in Q3 2020. 1,666 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

  • Summit X LLC reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 2,088 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $303.
  • Summit X LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's Vanguard FTSE Emerging Markets ETF position peaked at $303 in Q3 2020.
  • 1,666 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.