Bridgewater Wealth & Financial Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bridgewater Wealth & Financial Management’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
2017 Q4	$48.8M	Buy	1,087,169 +46,532	+4%	+$2.06M	19.46%	1
2017 Q3	$45.2M	Buy	1,040,637 +55,570	+6%	+$2.36M	18.51%	1
2017 Q2	$40.7M	Buy	985,067 +64,712	+7%	+$2.64M	13.57%	1
2017 Q1	$36.2M	Buy	920,355 +32,886	+4%	+$1.26M	13.24%	1
2016 Q4	$32.4M	Buy	887,469 +272,017	+44%	+$9.92M	12.26%	1
2016 Q3	$23M	Sell	615,452 -10,268	-2%	-$378K	8.49%	1
2016 Q2	$22.1M	Buy	625,720 +23,404	+4%	+$846K	7.98%	1
2016 Q1	$21.6M	Buy	602,316 +10,778	+2%	+$372K	7.86%	1
2015 Q4	$21.7M	Buy	591,538 +286,316	+94%	+$10.7M	8.42%	1
2015 Q3	$10.9M	Buy	305,222 +50,946	+20%	+$1.96M	4.51%	5
2015 Q2	$10.1M	Buy	254,276 +41,736	+20%	+$1.73M	4.28%	5
2015 Q1	$8.46M	Buy	212,540 +15,318	+8%	+$600K	3.61%	9
2014 Q4	$7.47M	Buy	+197,222	New	+$7.64M	3.04%	10

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Bridgewater Wealth & Financial Management's VEA Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.5% in Q4 2017, buying an estimated $2.06M and bringing the position to 1,087,169 shares worth $48.8M. The position accounts for 19.46% of the portfolio, ranked #1.

Bridgewater Wealth & Financial Management first reported a position in VEA in Q4 2014 and has held it in 13 quarters since. 1,002 funds tracked by Wall St. Rank hold VEA as of Q4 2017.

Bridgewater Wealth & Financial Management held 1,087,169 shares of Vanguard FTSE Developed Markets ETF worth $48.8M as of Q4 2017.
Bridgewater Wealth & Financial Management bought 46,532 Vanguard FTSE Developed Markets ETF shares in Q4 2017, an estimated $2.06M.
Vanguard FTSE Developed Markets ETF made up 19.46% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #1 holding.
Bridgewater Wealth & Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and has held it in 13 quarters since.
1,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.