VAM
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Visionary Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Visionary Asset Management’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
2018
Q3 		– Sell
-6,695
Closed -$283K – 327
2018
Q2 		$283K Buy
6,695
+163
+2% +$7.36K 0.09% 186
2018
Q1 		$305K Buy
6,532
+354
+6% +$17K 0.1% 159
2017
Q4 		$284K Buy
6,178
+576
+10% +$25.7K 0.08% 170
2017
Q3 		$244K Buy
+5,602
New +$242K 0.07% 173
2014
Q4 		– Sell
-604
Closed -$25K – 212
2014
Q3 		$25K Sell
604
-33,272
-98% -$1.48M 0.01% 108
2014
Q2 		$1.46M Buy
+33,876
New +$1.43M 0.34% 66

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Visionary Asset Management's VWO Position: Q3 2018 in Review

Visionary Asset Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2018, closing a stake of 6,695 shares — an estimated $283K sold.

Visionary Asset Management first reported a position in VWO in Q2 2014 and held it in 6 quarters. The position peaked at $1.46M in Q2 2014. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

  • Visionary Asset Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Visionary Asset Management sold 6,695 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $283K.
  • Visionary Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and held it in 6 quarters.
  • Visionary Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.46M in Q2 2014.
  • 1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Visionary Asset Management's 13F filing for Q3 2018, filed 5 Oct 2018.