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Wealthspire Advisors (Maryland)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$52.3M Buy
1,209,836
+901,169
+292% +$39.2M 1.84% 12
2020
Q2 		$12.2M Buy
308,667
+64,514
+26% +$2.39M 0.87% 21
2020
Q1 		$8.19M Buy
244,153
+71,173
+41% +$2.9M 0.71% 25
2019
Q4 		$7.69M Buy
172,980
+14,417
+9% +$611K 0.52% 33
2019
Q3 		$6.38M Buy
158,563
+1,871
+1% +$77.2K 0.47% 37
2019
Q2 		$6.66M Buy
156,692
+1,040
+0.7% +$43.8K 0.5% 38
2019
Q1 		$6.62M Buy
155,652
+5,158
+3% +$212K 0.5% 37
2018
Q4 		$5.73M Sell
150,494
-10,300
-6% -$399K 0.51% 37
2018
Q3 		$6.59M Sell
160,794
-12,385
-7% -$521K 0.54% 31
2018
Q2 		$7.31M Sell
173,179
-5,347
-3% -$241K 0.66% 28
2018
Q1 		$8.39M Buy
178,526
+6,944
+4% +$333K 0.79% 21
2017
Q4 		$7.88M Buy
171,582
+22,766
+15% +$1.02M 0.77% 24
2017
Q3 		$6.48M Buy
148,816
+25,017
+20% +$1.08M 0.71% 26
2017
Q2 		$5.05M Buy
123,799
+40,720
+49% +$1.65M 0.6% 29
2017
Q1 		$3.3M Buy
83,079
+699
+0.8% +$27K 0.47% 32
2016
Q4 		$2.95M Buy
82,380
+6,731
+9% +$247K 0.44% 36
2016
Q3 		$2.85M Buy
75,649
+1,974
+3% +$73.5K 0.44% 35
2016
Q2 		$2.6M Buy
73,675
+3,456
+5% +$118K 0.43% 37
2016
Q1 		$2.43M Sell
70,219
-2,884
-4% -$90.4K 0.43% 40
2015
Q4 		$2.39M Buy
+73,103
New +$2.52M 0.44% 36

Other funds holding VWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VWO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 292% in Q3 2020, buying an estimated $39.2M and bringing the position to 1,209,836 shares worth $52.3M. The position accounts for 1.84% of the portfolio, ranked #12.

Wealthspire Advisors (Maryland) first reported a position in VWO in Q4 2015 and has held it in 20 quarters since. 1,484 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,209,836 shares of Vanguard FTSE Emerging Markets ETF worth $52.3M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 901,169 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $39.2M.
  • Vanguard FTSE Emerging Markets ETF made up 1.84% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #12 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,484 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.