BRF
VEA icon

B. Riley Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

B. Riley Financial’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
2018
Q2 		– Sell
-11,973
Closed -$530K – 339
2018
Q1 		$530K Sell
11,973
-664
-5% -$30.1K 0.15% 151
2017
Q4 		$567K Buy
12,637
+5,230
+71% +$231K 0.15% 151
2017
Q3 		$322K Buy
+7,407
New +$314K 0.09% 213

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

B. Riley Financial's VEA Position: Q2 2018 in Review

B. Riley Financial sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2018, closing a stake of 11,973 shares — an estimated $530K sold.

B. Riley Financial first reported a position in VEA in Q3 2017 and held it in 3 quarters. The position peaked at $567K in Q4 2017. 1,029 funds tracked by Wall St. Rank hold VEA as of Q2 2018.

  • B. Riley Financial reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2018 after selling out during the quarter.
  • B. Riley Financial sold 11,973 Vanguard FTSE Developed Markets ETF shares in Q2 2018, an estimated $530K.
  • B. Riley Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2017 and held it in 3 quarters.
  • B. Riley Financial's Vanguard FTSE Developed Markets ETF position peaked at $567K in Q4 2017.
  • 1,029 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2018.

Based on B. Riley Financial's 13F filing for Q2 2018, filed 14 Aug 2018.