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West Oak Capital’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

West Oak Capital’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
Q4 		– Sell
-1,503
Closed -$61.6K – 355
2018
Q3 		$61.6K Buy
+1,503
New +$63.2K 0.04% 167
2017
Q4 		– Sell
-1,653
Closed -$72K – 341
2017
Q3 		$72K Hold
1,653
– – 0.04% 164
2017
Q2 		$67.5K Buy
1,653
+1,100
+199% +$44.6K 0.04% 165
2017
Q1 		$22K Hold
553
– – 0.01% 235
2016
Q4 		$19.8K Sell
553
-858
-61% -$31.4K 0.01% 238
2016
Q3 		$53.1K Buy
+1,411
New +$52.5K 0.04% 173

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

West Oak Capital's VWO Position: Q4 2018 in Review

West Oak Capital sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 1,503 shares — an estimated $61.6K sold.

West Oak Capital first reported a position in VWO in Q3 2016 and held it in 6 quarters. The position peaked at $72K in Q3 2017. 1,371 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

  • West Oak Capital reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • West Oak Capital sold 1,503 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $61.6K.
  • West Oak Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and held it in 6 quarters.
  • West Oak Capital's Vanguard FTSE Emerging Markets ETF position peaked at $72K in Q3 2017.
  • 1,371 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on West Oak Capital's 13F filing for Q4 2018, filed 8 Jan 2019.