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Advisor Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Advisor Group’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$252M Sell
5,715,050
-193,078
-3% -$8.23M 1.74% 5
2019
Q3 		$243M Buy
5,908,128
+61,852
+1% +$2.53M 1.79% 4
2019
Q2 		$244M Sell
5,846,276
-241,360
-4% -$9.95M 1.87% 4
2019
Q1 		$249M Sell
6,087,636
-22,728
-0.4% -$908K 2.05% 3
2018
Q4 		$227M Buy
6,110,364
+1,874,583
+44% +$74.2M 2.23% 3
2018
Q3 		$183M Buy
4,235,781
+1,295,308
+44% +$55.8M 1.85% 4
2018
Q2 		$126M Sell
2,940,473
-36,693
-1% -$1.64M 1.73% 4
2018
Q1 		$132M Sell
2,977,166
-45,078
-1% -$2.05M 1.81% 4
2017
Q4 		$136M Buy
3,022,244
+566,614
+23% +$25M 1.81% 4
2017
Q3 		$107M Buy
2,455,630
+322,616
+15% +$13.7M 1.68% 5
2017
Q2 		$88.1M Buy
2,133,014
+674,107
+46% +$27.5M 1.55% 4
2017
Q1 		$57.3M Buy
1,458,907
+253,613
+21% +$9.72M 1.16% 7
2016
Q4 		$44M Buy
1,205,294
+286,313
+31% +$10.4M 1% 9
2016
Q3 		$34.4M Buy
918,981
+247,629
+37% +$9.11M 0.83% 11
2016
Q2 		$23.7M Buy
+671,352
New +$24.3M 0.62% 21

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Advisor Group's VEA Position: Q4 2019 in Review

Advisor Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.3% in Q4 2019, selling an estimated $8.23M and leaving 5,715,050 shares worth $252M. The position accounts for 1.74% of the portfolio, ranked #5.

Advisor Group first reported a position in VEA in Q2 2016 and has held it in 15 quarters since. 1,353 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

  • Advisor Group held 5,715,050 shares of Vanguard FTSE Developed Markets ETF worth $252M as of Q4 2019.
  • Advisor Group sold 193,078 Vanguard FTSE Developed Markets ETF shares in Q4 2019, an estimated $8.23M.
  • Vanguard FTSE Developed Markets ETF made up 1.74% of Advisor Group's portfolio in Q4 2019, its #5 holding.
  • Advisor Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.