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WFG Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

WFG Advisors’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
Q2 		$1.75M Buy
42,912
+23,112
+117% +$937K 0.4% 65
2017
Q1 		$786K Sell
19,800
-975
-5% -$37.6K 0.21% 117
2016
Q4 		$743K Buy
20,775
+12,476
+150% +$457K 0.18% 145
2016
Q3 		$312K Buy
8,299
+615
+8% +$22.9K 0.08% 264
2016
Q2 		$271K Buy
7,684
+2,548
+50% +$87.1K 0.07% 260
2016
Q1 		$178K Buy
5,136
+3,044
+146% +$95.5K 0.05% 328
2015
Q4 		$68K Sell
2,092
-511
-20% -$17.6K 0.02% 571
2015
Q3 		$86K Sell
2,603
-5,134
-66% -$186K 0.03% 488
2015
Q2 		$316K Sell
7,737
-1,562
-17% -$67.1K 0.09% 236
2015
Q1 		$380K Buy
9,299
+890
+11% +$36.2K 0.11% 216
2014
Q4 		$337K Sell
8,409
-7,339
-47% -$302K 0.07% 313
2014
Q3 		$657K Buy
15,748
+423
+3% +$18.8K 0.13% 199
2014
Q2 		$661K Buy
15,325
+5,586
+57% +$235K 0.12% 197
2014
Q1 		$395K Sell
9,739
-27,262
-74% -$1.06M 0.08% 283
2013
Q4 		$1.52M Buy
37,001
+4,871
+15% +$201K 0.22% 115
2013
Q3 		$1.29M Buy
32,130
+10,890
+51% +$431K 0.2% 127
2013
Q2 		$824K Buy
+21,240
New +$891K 0.14% 182

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

WFG Advisors's VWO Position: Q2 2017 in Review

WFG Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 117% in Q2 2017, buying an estimated $937K and bringing the position to 42,912 shares worth $1.75M. The position accounts for 0.4% of the portfolio, ranked #65.

WFG Advisors first reported a position in VWO in Q2 2013 and has held it in 17 quarters since. 1,083 funds tracked by Wall St. Rank hold VWO as of Q2 2017.

  • WFG Advisors held 42,912 shares of Vanguard FTSE Emerging Markets ETF worth $1.75M as of Q2 2017.
  • WFG Advisors bought 23,112 Vanguard FTSE Emerging Markets ETF shares in Q2 2017, an estimated $937K.
  • Vanguard FTSE Emerging Markets ETF made up 0.4% of WFG Advisors's portfolio in Q2 2017, its #65 holding.
  • WFG Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 17 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.