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Aris Wealth Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Aris Wealth Services’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
2015
Q3 		$41K Hold
1,143
– – 0.09% 100
2015
Q2 		$45K Hold
1,143
– – 0.04% 228
2015
Q1 		$46K Buy
+1,143
New +$44.8K 0.04% 224

Other funds holding VEA

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Aris Wealth Services's VEA Position: Q3 2015 in Review

Aris Wealth Services held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2015 at 1,143 shares worth $41K. The position accounts for 0.09% of the portfolio, ranked #100.

Aris Wealth Services first reported a position in VEA in Q1 2015 and has held it in 3 quarters since. The position peaked at $46K in Q1 2015. 584 funds tracked by Wall St. Rank hold VEA as of Q3 2015.

  • Aris Wealth Services held 1,143 shares of Vanguard FTSE Developed Markets ETF worth $41K as of Q3 2015.
  • Aris Wealth Services left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2015.
  • Vanguard FTSE Developed Markets ETF made up 0.09% of Aris Wealth Services's portfolio in Q3 2015, its #100 holding.
  • Aris Wealth Services first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Vanguard FTSE Developed Markets ETF position peaked at $46K in Q1 2015.
  • 584 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.