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VWO icon

Wealthfront’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealthfront’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 		$971M Sell
23,683,352
-1,186,581
-5% -$49.9M 9.37% 3
2018
Q2 		$1.05B Sell
24,869,933
-811,268
-3% -$36.6M 10.72% 3
2018
Q1 		$1.21B Buy
25,681,201
+1,096,363
+4% +$52.6M 12.23% 1
2017
Q4 		$1.13B Buy
24,584,838
+1,385,751
+6% +$61.9M 12.54% 2
2017
Q3 		$1.01B Buy
23,199,087
+1,477,713
+7% +$63.9M 13.05% 2
2017
Q2 		$887M Buy
21,721,374
+2,965,406
+16% +$120M 13.3% 2
2017
Q1 		$745M Buy
18,755,968
+2,962,889
+19% +$114M 13.24% 1
2016
Q4 		$565M Buy
15,793,079
+570,136
+4% +$20.9M 12.44% 2
2016
Q3 		$573M Buy
15,222,943
+1,076,216
+8% +$40.1M 13.58% 1
2016
Q2 		$498M Buy
14,146,727
+1,027,610
+8% +$35.1M 13.75% 1
2016
Q1 		$454M Buy
13,119,117
+6,314,442
+93% +$198M 14.35% 1
2015
Q4 		$223M Sell
6,804,675
-1,196,019
-15% -$41.2M 8.01% 5
2015
Q3 		$265M Buy
8,000,694
+2,048,101
+34% +$74.4M 10.58% 3
2015
Q2 		$243M Buy
5,952,593
+734,183
+14% +$31.5M 10.01% 3
2015
Q1 		$213M Buy
5,218,410
+852,607
+20% +$34.7M 10.25% 4
2014
Q4 		$175M Sell
4,365,803
-709,935
-14% -$29.2M 10.21% 4
2014
Q3 		$212M Buy
5,075,738
+552,808
+12% +$24.5M 14.65% 2
2014
Q2 		$199M Buy
4,522,930
+1,246,634
+38% +$52.5M 17.26% 3
2014
Q1 		$134M Buy
+3,276,296
New +$127M 16.75% 3

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's VWO Position: Q3 2018 in Review

Wealthfront reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.8% in Q3 2018, selling an estimated $49.9M and leaving 23,683,352 shares worth $971M. The position accounts for 9.37% of the portfolio, ranked #3.

Wealthfront first reported a position in VWO in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.21B in Q1 2018. 1,266 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

  • Wealthfront held 23,683,352 shares of Vanguard FTSE Emerging Markets ETF worth $971M as of Q3 2018.
  • Wealthfront sold 1,186,581 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $49.9M.
  • Vanguard FTSE Emerging Markets ETF made up 9.37% of Wealthfront's portfolio in Q3 2018, its #3 holding.
  • Wealthfront first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Vanguard FTSE Emerging Markets ETF position peaked at $1.21B in Q1 2018.
  • 1,266 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.