WIM
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Waverton Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Waverton Investment 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
2016
Q2 		– Sell
-47,000
Closed -$1.63M – 114
2016
Q1 		$1.63M Hold
47,000
– – 0.12% 78
2015
Q4 		$1.54M Sell
47,000
-47,000
-50% -$1.62M 0.12% 81
2015
Q3 		$3.11M Buy
+94,000
New +$3.41M 0.25% 57

Other funds holding VWO

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BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Waverton Investment Management's VWO Position: Q2 2016 in Review

Waverton Investment Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2016, closing a stake of 47,000 shares — an estimated $1.63M sold.

Waverton Investment Management first reported a position in VWO in Q3 2015 and held it in 3 quarters. The position peaked at $3.11M in Q3 2015. 898 funds tracked by Wall St. Rank hold VWO as of Q2 2016.

  • Waverton Investment Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2016 after selling out during the quarter.
  • Waverton Investment Management sold 47,000 Vanguard FTSE Emerging Markets ETF shares in Q2 2016, an estimated $1.63M.
  • Waverton Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2015 and held it in 3 quarters.
  • Waverton Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.11M in Q3 2015.
  • 898 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2016.

Based on Waverton Investment Management's 13F filing for Q2 2016, filed 28 Jul 2016.