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

Clarfeld Financial 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
2018 Q4	$499K	Buy	+13,461	New	+$533K	0.41%	27

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clarfeld Financial Advisors's VEA Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q4 2018: 13,461 shares worth $499K. The stake represents 0.41% of the portfolio and ranks #27 among its holdings.

1,151 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

Clarfeld Financial Advisors held 13,461 shares of Vanguard FTSE Developed Markets ETF worth $499K as of Q4 2018.
Vanguard FTSE Developed Markets ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard FTSE Developed Markets ETF made up 0.41% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #27 holding.
1,151 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.