SVB Investment Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

SVB Investment Services’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
2022 Q1	$5.98M	Sell	129,720 -3,250	-2%	-$156K	3.71%	8
2021 Q4	$6.58M	Sell	132,970 -34,037	-20%	-$1.72M	4.37%	6
2021 Q3	$8.35M	Sell	167,007 -14,879	-8%	-$769K	5.57%	5
2021 Q2	$9.88M	Buy	181,886 +39,487	+28%	+$2.1M	6.59%	4
2021 Q1	$7.41M	Sell	142,399 -31,147	-18%	-$1.66M	5.9%	5
2020 Q4	$8.7M	Buy	173,546 +12,760	+8%	+$600K	6.75%	4
2020 Q3	$6.95M	Buy	160,786 +28,212	+21%	+$1.23M	5.89%	5
2020 Q2	$5.27M	Sell	132,574 -84,026	-39%	-$3.11M	4.82%	5
2020 Q1	$7.27M	Buy	216,600 +137,909	+175%	+$5.62M	6.3%	4
2019 Q4	$3.5M	Buy	+78,691	New	+$3.33M	3.32%	9

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

SVB Investment Services's VWO Position: Q1 2022 in Review

SVB Investment Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.4% in Q1 2022, selling an estimated $156K and leaving 129,720 shares worth $5.98M. The position accounts for 3.71% of the portfolio, ranked #8.

SVB Investment Services first reported a position in VWO in Q4 2019 and has held it in 10 quarters since. The position peaked at $9.88M in Q2 2021. 1,894 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

SVB Investment Services held 129,720 shares of Vanguard FTSE Emerging Markets ETF worth $5.98M as of Q1 2022.
SVB Investment Services sold 3,250 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $156K.
Vanguard FTSE Emerging Markets ETF made up 3.71% of SVB Investment Services's portfolio in Q1 2022, its #8 holding.
SVB Investment Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Vanguard FTSE Emerging Markets ETF position peaked at $9.88M in Q2 2021.
1,894 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.