WI
VWO icon

WBI Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

WBI Investments’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
2017
Q4 		– Sell
-22,159
Closed -$966K – 376
2017
Q3 		$966K Buy
+22,159
New +$959K 0.04% 195
2017
Q2 		– Sell
-26,560
Closed -$1.05M – 371
2017
Q1 		$1.05M Buy
+26,560
New +$1.02M 0.05% 199

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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBI Investments's VWO Position: Q4 2017 in Review

WBI Investments sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2017, closing a stake of 22,159 shares — an estimated $966K sold.

WBI Investments first reported a position in VWO in Q1 2017 and held it in 2 quarters. The position peaked at $1.05M in Q1 2017. 1,292 funds tracked by Wall St. Rank hold VWO as of Q4 2017.

  • WBI Investments reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2017 after selling out during the quarter.
  • WBI Investments sold 22,159 Vanguard FTSE Emerging Markets ETF shares in Q4 2017, an estimated $966K.
  • WBI Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2017 and held it in 2 quarters.
  • WBI Investments's Vanguard FTSE Emerging Markets ETF position peaked at $1.05M in Q1 2017.
  • 1,292 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2017.

Based on WBI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.