VFP
VWOB icon

Verus Financial Partners’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Verus Financial Partners’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
2014
Q2 		– Sell
-3,161
Closed -$247K – 48
2014
Q1 		$247K Sell
3,161
-3,256
-51% -$250K 0.14% 37
2013
Q4 		$491K Buy
6,417
+2,414
+60% +$185K 0.26% 22
2013
Q3 		$308K Buy
+4,003
New +$305K 0.17% 28

Other funds holding VWOB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.13B AUM 25.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Verus Financial Partners's VWOB Position: Q2 2014 in Review

Verus Financial Partners sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q2 2014, closing a stake of 3,161 shares — an estimated $247K sold.

Verus Financial Partners first reported a position in VWOB in Q3 2013 and held it in 3 quarters. The position peaked at $491K in Q4 2013. 28 funds tracked by Wall St. Rank hold VWOB as of Q2 2014.

  • Verus Financial Partners reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Verus Financial Partners sold 3,161 Vanguard Emerging Markets Government Bond ETF shares in Q2 2014, an estimated $247K.
  • Verus Financial Partners first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2013 and held it in 3 quarters.
  • Verus Financial Partners's Vanguard Emerging Markets Government Bond ETF position peaked at $491K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2014.

Based on Verus Financial Partners's 13F filing for Q2 2014, filed 21 Jul 2014.