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Winslow Evans & Crocker’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Winslow Evans & Crocker’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
Q4 		$186K Buy
3,712
+3,542
+2,084% +$166K 0.04% 341
2020
Q3 		$7K Sell
170
-115
-40% -$5K ﹤0.01% 819
2020
Q2 		$11K Buy
285
+75
+36% +$2.78K ﹤0.01% 728
2020
Q1 		$8K Hold
210
– – ﹤0.01% 775
2019
Q4 		$10K Buy
210
+150
+250% +$6.36K ﹤0.01% 836
2019
Q3 		$4K Buy
+60
New +$2.48K ﹤0.01% 1030
2018
Q3 		– Sell
-7,356
Closed -$312K – 1145
2018
Q2 		$312K Sell
7,356
-1,080
-13% -$48.8K 0.1% 196
2018
Q1 		$396K Sell
8,436
-186
-2% -$8.92K 0.13% 161
2017
Q4 		$396K Sell
8,622
-500
-5% -$22.3K 0.13% 171
2017
Q3 		$397K Sell
9,122
-6,851
-43% -$296K 0.13% 166
2017
Q2 		$652K Buy
15,973
+1,271
+9% +$51.5K 0.18% 131
2017
Q1 		$584K Sell
14,702
-196
-1% -$7.56K 0.18% 124
2016
Q4 		$533K Sell
14,898
-6,234
-30% -$228K 0.16% 143
2016
Q3 		$795K Buy
21,132
+12,840
+155% +$478K 0.23% 98
2016
Q2 		$292K Buy
8,292
+482
+6% +$16.5K 0.09% 223
2016
Q1 		$270K Sell
7,810
-1,376
-15% -$43.1K 0.08% 223
2015
Q4 		$300K Sell
9,186
-1,898
-17% -$65.3K 0.09% 224
2015
Q3 		$367K Sell
11,084
-5,720
-34% -$208K 0.12% 182
2015
Q2 		$687K Buy
16,804
+7,226
+75% +$310K 0.19% 122
2015
Q1 		$391K Sell
9,578
-786
-8% -$32K 0.11% 195
2014
Q4 		$415K Sell
10,364
-90
-0.9% -$3.71K 0.12% 178
2014
Q3 		$436K Buy
10,454
+7,699
+279% +$342K 0.13% 189
2014
Q2 		$119K Buy
2,755
+277
+11% +$11.7K 0.04% 337
2014
Q1 		$101K Sell
2,478
-97
-4% -$3.76K 0.03% 351
2013
Q4 		$106K Buy
+2,575
New +$106K 0.04% 366

Other funds holding VWO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

Winslow Evans & Crocker's VWO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2,084% in Q4 2020, buying an estimated $166K and bringing the position to 3,712 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #341.

Winslow Evans & Crocker first reported a position in VWO in Q4 2013 and has held it in 25 quarters since. The position peaked at $795K in Q3 2016. 1,666 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

  • Winslow Evans & Crocker held 3,712 shares of Vanguard FTSE Emerging Markets ETF worth $186K as of Q4 2020.
  • Winslow Evans & Crocker bought 3,542 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $166K.
  • Vanguard FTSE Emerging Markets ETF made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #341 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's Vanguard FTSE Emerging Markets ETF position peaked at $795K in Q3 2016.
  • 1,666 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.