Waterloo Capital’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Waterloo Capital’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
2023 Q4	–	Sell	-24,706	Closed	-$1.46M	–	395
2023 Q3	$1.46M	Buy	+24,706	New	+$1.51M	0.43%	50

Other funds holding VWOB

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UIM

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

Waterloo Capital's VWOB Position: Q4 2023 in Review

Waterloo Capital sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2023, closing a stake of 24,706 shares — an estimated $1.46M sold.

Waterloo Capital first reported a position in VWOB in Q3 2023 and held it in 1 quarter. The position peaked at $1.46M in Q3 2023. 337 funds tracked by Wall St. Rank hold VWOB as of Q4 2023.

Waterloo Capital reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2023 after selling out during the quarter.
Waterloo Capital sold 24,706 Vanguard Emerging Markets Government Bond ETF shares in Q4 2023, an estimated $1.46M.
Waterloo Capital first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2023 and held it in 1 quarter.
Waterloo Capital's Vanguard Emerging Markets Government Bond ETF position peaked at $1.46M in Q3 2023.
337 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2023.

Based on Waterloo Capital's 13F filing for Q4 2023, filed 13 Feb 2024.