WA1
VWO icon

Wimmer Associates 1’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wimmer Associates 1’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
2019
Q3 		– Sell
-7,437
Closed -$316K – 104
2019
Q2 		$316K Hold
7,437
– – 0.28% 83
2019
Q1 		$316K Sell
7,437
-350
-4% -$14.4K 0.28% 82
2018
Q4 		$297K Sell
7,787
-227
-3% -$8.79K 0.29% 84
2018
Q3 		$329K Sell
8,014
-3,175
-28% -$134K 0.27% 85
2018
Q2 		$472K Buy
11,189
+60
+0.5% +$2.71K 0.42% 64
2018
Q1 		$523K Buy
11,129
+2,670
+32% +$128K 0.46% 62
2017
Q4 		$388K Buy
8,459
+390
+5% +$17.4K 0.35% 78
2017
Q3 		$352K Buy
+8,069
New +$349K 0.32% 83

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

Wimmer Associates 1's VWO Position: Q3 2019 in Review

Wimmer Associates 1 sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2019, closing a stake of 7,437 shares — an estimated $316K sold.

Wimmer Associates 1 first reported a position in VWO in Q3 2017 and held it in 8 quarters. The position peaked at $523K in Q1 2018. 1,384 funds tracked by Wall St. Rank hold VWO as of Q3 2019.

  • Wimmer Associates 1 reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • Wimmer Associates 1 sold 7,437 Vanguard FTSE Emerging Markets ETF shares in Q3 2019, an estimated $316K.
  • Wimmer Associates 1 first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and held it in 8 quarters.
  • Wimmer Associates 1's Vanguard FTSE Emerging Markets ETF position peaked at $523K in Q1 2018.
  • 1,384 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2019.

Based on Wimmer Associates 1's 13F filing for Q3 2019, filed 14 Nov 2019.