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Belvedere Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Belvedere Advisors’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
Q2 		$45K Sell
1,080
-1,135
-51% -$46.8K 1.39% 13
2019
Q1 		$90K Buy
+2,215
New +$88.5K 1.16% 22

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Belvedere Advisors's VEA Position: Q2 2019 in Review

Belvedere Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 51% in Q2 2019, selling an estimated $46.8K and leaving 1,080 shares worth $45K. The position accounts for 1.39% of the portfolio, ranked #13.

Belvedere Advisors first reported a position in VEA in Q1 2019 and has held it in 2 quarters since. The position peaked at $90K in Q1 2019. 1,197 funds tracked by Wall St. Rank hold VEA as of Q2 2019.

  • Belvedere Advisors held 1,080 shares of Vanguard FTSE Developed Markets ETF worth $45K as of Q2 2019.
  • Belvedere Advisors sold 1,135 Vanguard FTSE Developed Markets ETF shares in Q2 2019, an estimated $46.8K.
  • Vanguard FTSE Developed Markets ETF made up 1.39% of Belvedere Advisors's portfolio in Q2 2019, its #13 holding.
  • Belvedere Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's Vanguard FTSE Developed Markets ETF position peaked at $90K in Q1 2019.
  • 1,197 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.