Windhaven Investment Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Windhaven Investment Management’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-45,642	Closed	-$3.54M	–	30
2016 Q4	$3.54M	Buy	+45,642	New	+$3.59M	0.04%	24
2015 Q4	–	Sell	-7,454	Closed	-$553K	–	45
2015 Q3	$553K	Sell	7,454 -23,402	-76%	-$1.77M	﹤0.01%	36
2015 Q2	$2.35M	Buy	30,856 +501	+2%	+$39.1K	0.02%	37
2015 Q1	$2.36M	Buy	30,355 +1,908	+7%	+$146K	0.02%	40
2014 Q4	$2.17M	Sell	28,447 -1,026	-3%	-$80.2K	0.01%	39
2014 Q3	$2.33M	Buy	+29,473	New	+$2.36M	0.01%	35

Other funds holding VWOB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Windhaven Investment Management's VWOB Position: Q1 2017 in Review

Windhaven Investment Management sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2017, closing a stake of 45,642 shares — an estimated $3.54M sold.

Windhaven Investment Management first reported a position in VWOB in Q3 2014 and held it in 6 quarters. The position peaked at $3.54M in Q4 2016. 80 funds tracked by Wall St. Rank hold VWOB as of Q1 2017.

Windhaven Investment Management reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2017 after selling out during the quarter.
Windhaven Investment Management sold 45,642 Vanguard Emerging Markets Government Bond ETF shares in Q1 2017, an estimated $3.54M.
Windhaven Investment Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2014 and held it in 6 quarters.
Windhaven Investment Management's Vanguard Emerging Markets Government Bond ETF position peaked at $3.54M in Q4 2016.
80 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2017.

Based on Windhaven Investment Management's 13F filing for Q1 2017, filed 10 May 2017.