UBP Investment Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

UBP Investment Advisors’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$280K	Hold	4,906	–	–	0.14%	75
2022 Q2	$300K	Sell	4,906 -3,662	-43%	-$237K	0.12%	88
2022 Q1	$400K	Buy	8,568 +4,098	+92%	+$297K	0.15%	82
2021 Q4	$350K	Hold	4,470	–	–	0.13%	84
2021 Q3	$350K	Buy	4,470 +1,279	+40%	+$102K	0.14%	89
2021 Q2	$250K	Hold	3,191	–	–	0.09%	101
2021 Q1	$250K	Buy	3,191 +638	+25%	+$50.7K	0.1%	99
2020 Q4	$210K	Buy	+2,553	New	+$205K	0.11%	77

Other funds holding VWOB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

UBP Investment Advisors's VWOB Position: Q3 2022 in Review

UBP Investment Advisors held its Vanguard Emerging Markets Government Bond ETF (VWOB) position steady in Q3 2022 at 4,906 shares worth $280K. The position accounts for 0.14% of the portfolio, ranked #75.

UBP Investment Advisors first reported a position in VWOB in Q4 2020 and has held it in 8 quarters since. The position peaked at $400K in Q1 2022. 240 funds tracked by Wall St. Rank hold VWOB as of Q3 2022.

UBP Investment Advisors held 4,906 shares of Vanguard Emerging Markets Government Bond ETF worth $280K as of Q3 2022.
UBP Investment Advisors left its Vanguard Emerging Markets Government Bond ETF share count unchanged in Q3 2022.
Vanguard Emerging Markets Government Bond ETF made up 0.14% of UBP Investment Advisors's portfolio in Q3 2022, its #75 holding.
UBP Investment Advisors first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2020 and has held it in 8 quarters since.
UBP Investment Advisors's Vanguard Emerging Markets Government Bond ETF position peaked at $400K in Q1 2022.
240 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.