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USCA RIA’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

USCA RIA’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
2021
Q2 		$541K Buy
+9,967
New +$531K 0.03% 385
2015
Q3 		– Sell
-6,777
Closed -$277K – 394
2015
Q2 		$277K Buy
+6,777
New +$291K 0.07% 269

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USCA RIA's VWO Position: Q2 2021 in Review

USCA RIA opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021: 9,967 shares worth $541K. The stake represents 0.03% of the portfolio and ranks #385 among its holdings. This is a return to the name: USCA RIA previously reported a position in VWO as recently as Q2 2015.

USCA RIA first reported a position in VWO in Q2 2015 and has held it in 2 quarters since. 1,745 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

  • USCA RIA held 9,967 shares of Vanguard FTSE Emerging Markets ETF worth $541K as of Q2 2021.
  • Vanguard FTSE Emerging Markets ETF was a new USCA RIA position in Q2 2021.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of USCA RIA's portfolio in Q2 2021, its #385 holding.
  • USCA RIA first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2015 and has held it in 2 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.